Conversations with Jaguars – July 14 ($FISV, $WMT, $UFS, $FOXF, $RDWR)

Goldman Sachs is adding $FISV to Conviction Buy Rating with $125 price target and Barclays out with a note stating that pullback is a “unique buying opportunity” in one of most defense names in Payments category. I continue to like news flow around $WMT with India’s Flipkart showing strong ecommerce growth. I now believe stock could double in a couple years. Bearish views on paper stocks $UFS $PKG $IP. Expect $FOXF to pull back but likely presents a buying opportunity with “mountain bike” sales strong per channel checks. Nice technical breakout in $RDWR with phishing attacks up +600% per channel checks.