Conversations with Jaguars – August 24 ($GOOG, $XLI, $HON, $KRNT, $OZK, $REXR, $PLAN)

Technical bullish view on $GOOG once again for breakout. Spotted large bulls stepping into $XLI calls on Friday and I like $HON for next leg higher off trend support. Updated bullish view on $KRNT with focus on product development and nice chart setup. Update on two positions that we covered in JaguarMedia in recent months: Bear case for $OZK (seeing heavy put accumulation lately) and bull case for $REXR (nice setup for another breakout. Former Jaguar Top Pick $PLAN sets up for breakout and reporting earnings this week and seeing sequential improvement in channel checks.