Conversations with Jaguars – September 11 ($HOLX, $DGX, $LH, $MEG)

$HOLX is materially raising guidance¬†this morning. $DGX raised guidance yesterday. $LH hasn’t pre-announced yet. All of these diagnostic companies saw their stocks retrace 20% in recent weeks and are now bouncing off major technical supports while they raise guidance. Preview of under the radar stock $MEG that we haven’t covered in the past. Fiscal spending on infrastructure buildout in Southeast Asia is rising sharply and construction stocks are benefitting from this trend.