Conversations with Jaguars – July 13 ($AXNX, $PKI, $WKHS, $EA, $CLW, $SMH)

$AXNX Impressive pre-announcement today so our October 40 calls should well. $PKI strong pre-announcement and look for breakout through $105. $WKHS could be 1 of 5 finalists to get $6B order from the US postal service to replace 140k Grumman LLVs. Review of $EA bullish case presented in W/E Research with plenty of catalysts in October in pipeline. $CLW with nice technical setup for breakout after company guided strong in early June. $SMH with overall tons of bullish news flow lately should keep bulls excited.