Specialty Equity Research

Daily coverage of current market opportunities and actionable research

image
JaguarTV
Verra Mobility (VRRM) to ...
image
JaguarTV
Expect Spirit Aerosystems...
image
JaguarTV
Amarin (AMRN) Q1 Earnings...
image
JaguarTV
Digimarc (DMRC) Street Es...
image
JaguarTV
Discussion about Disney f...
image
JaguarTV
What Are We Watching Next...

JaguarTV

All Videos : 26 Posted

image Watch Video
15
Verra Mobility (VRRM) to benefit from NYC legislation for speed cameras

Fahad Khalid

May 8, 2019 | 11:59 AM

214

A recently passed legislation in NYC would expand speed camera installation from 140 to 750 schools which should provide substantial upside to revenues. Additionally, toll cameras are launching in Europe in summer 2019 and lastly Peasy launch is expected to ga

Watch Video
image Watch Video
15
10:46
Expect Spirit Aerosystems (SPR) Forward Guidance to Come Under Pressure

Fahad Khalid

April 30, 2019 | 7:41 AM

187

With 54% revenues dependent on Boeing 737 Max which remains grounded worldwide, we expect SPR forward earnings guidance to come under pressure despite the agreement in place currently between SPR and BA to continue at normal production

Watch Video
image Watch Video
15
00:00
Amarin (AMRN) Q1 Earnings Preview

Fahad Khalid

April 24, 2019 | 6:50 PM

383

Taking a look at channel checks ahead of May 1st earnings as well as other events and drug pipeline updates that happened in Q1 and should boost forward growth outlook

Watch Video
image Watch Video
17
11:18
Digimarc (DMRC) Street Estimates Are Potentially Too Low

Fahad Khalid

April 23, 2019 | 8:05 PM

299

Taking a look at how Digimarc (DMRC) Retail opportunity after large bull stepped in with $1.6 million bullish bet in December 35 call options

Watch Video
image Watch Video
24
08:18
Discussion about Disney from April 9

Fahad Khalid

April 13, 2019 | 8:00 PM

187

A clip from JaguarWebinar from April 9 refreshing the bull case for Disney ahead of Analyst Day on April 11 particularly related to upcoming DTC launches: Disney+, ESPN+ and Hulu

Watch Video
image Watch Video
24
07:33
What Are We Watching Next Week: GLNG, GM, ROKU

Fahad Khalid

March 24, 2019 | 10:10 PM

306

Let’s see if GLNG makes any positive comments about shipping rates in LNG Conference. Auto stocks GM and F have been relatively underperforming terribly. Is ROKU a fad?

Watch Video