Month: July 2020

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10
Conversations with Jaguars – July 30 ($NOC, $AY, $AYX, $WKHS)

Fahad Khalid

July 30, 2020 | 1:38 PM

252

Digging deeper into $NOC earnings this morning and there are many positives to like, see if it breaks out through $320 resistance that opens the door for $340. Bullish view on a renewable energy stock $AY that we have never covered before. Bullish channel chec

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9
Conversations with Jaguars – July 29 ($SPOT, $EQR, $AVB, $ESS, $SBUX, $PRGX, $DBX)

Fahad Khalid

July 29, 2020 | 1:33 PM

179

Drilling into $SPOT earnings to shed light on mega trends that we are seeing instead of just headline numbers. Bearish view on residential REIT stocks $EQR $AVB $ESS with looming threat of eviction moratorium while bickering continues between Republicans and D

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8
Conversations with Jaguars – July 28 ($AMKR, $SHW, $ROKU, $FCFS, $COWN, $BLKB, $SLB, $IQ, $INMD)

Fahad Khalid

July 28, 2020 | 1:31 PM

239

Little bit longer than normal but lots of great discussion this morning. We love doing this each morning and I hope clients enjoy it. Provided bullish earnings preview in $SHW and $AMKR yesterday in chatroom and both are spiking sharply higher this morning. Ta

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15
Chinese Tech Demystified – Pinduoduo (PDD)

Fahad Khalid

July 27, 2020 | 8:35 PM

550

First of JaguarMedia series to discuss the bullish case for Pinduoduo. What is the company about? How is it different than other e-commerce plays both in China and the US? How has it been performing fundamentally particularly during Covid-19 and what does the

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9
Conversations with Jaguars – July 27 ($BTC, $GLD, $PGNY, $BLL, $HUYA, $ATGE, $SQ)

Fahad Khalid

July 27, 2020 | 8:29 PM

230

Strong rally in Gold/Silver and fantastic technical breakout in Bitcoin. Two charts with improving fundamentals and technical setup for breakout: former Top Pick $PGNY likely to see rebound in reproductive elective surgeries and $BLL benefits from strong deman

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7
Conversations with Jaguars – July 23 ($MSFT, $NTGR, $TWTR, $KEYS, $VIAV, $ANET, $DG, $CCI)

Fahad Khalid

July 23, 2020 | 2:20 PM

172

Lots of great discussion today. See if $MSFT makes red to green reversal. Looking at $NTGR chart and quality of earnings report, this likely has a long runaway ahead. $TWTR says its new subscription product will launch in 2021. Bullish view on networking stock

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