Month: July 2020

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11
Conversations with Jaguars – July 14 ($FISV, $WMT, $UFS, $FOXF, $RDWR)

Fahad Khalid

July 14, 2020 | 2:25 PM

213

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

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10
Conversations with Jaguars – July 13 ($AXNX, $PKI, $WKHS, $EA, $CLW, $SMH)

Fahad Khalid

July 13, 2020 | 6:53 PM

232

$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 $E

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8
Conversations with Jaguars – July 9 ($BDX, $BILI, $PLCE, $HELE, $PNR, $MRVL)

Fahad Khalid

July 9, 2020 | 1:32 PM

295

Reiterating bullish view on $BDX which sets up for breakout and anticipating positive news around covid-19 antigen test. $BILI joins other Chinese companies to list shares in Hong Kong. Bearish view in $PLCE ahead of earnings. Fantastic bullish call by Jay in

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10
Pair Trade: Long $MAA / Short $BXP

Fahad Khalid

July 8, 2020 | 7:14 PM

291

Long Mid-America Apartments $MAA / Short Boston Properties $BXP pair trade discussed. We believe covid-19 and work from home theme is causing a gradual migration of population from urban to burbs.       Attachments: Slide Deck | Research Note

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10
Conversations with Jaguars – July 8 ($NTES, $WMT, $IBKR, $TTWO, $ATRC)

Fahad Khalid

July 8, 2020 | 3:25 PM

305

Some great discussion today. To start off, expect all Chinese stocks to be strong again today given Shanghai was up another +1.7% overnight and now up +7% in 3 days. Looking at $NTES to make a move to $470. Bullish view in $WMT as I believe multiple expansion

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13
Conversations with Jaguars – July 7 ($CONE, $IQV, $MANH, $CTSO, $IOVA)

Fahad Khalid

July 7, 2020 | 1:48 PM

277

$CONE sets up for breakout through $77.50 with need for colocation services rising from hyperscalers. $IQV is benefiting from $75B YTD R&D budgets by pharmas and biotechs. $MANH benefits from secular positive shifts. Preview of $CTSO before Jay publishes h

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