Conversations with Jaguars – October 6 ($BNTX, $PFE, $MGLN, $ELF, $DLHC, $TWI)

$PFE is guided higher after weekly call buying yesterday and $BNTX is up +10% in premarket. They are announcing release of covid-19 vaccine data on “rolling basis” in Europe. $MGLN is starting to breakout with some December call buying picking up and management revealed on Sep 10th meeting that it has “two large contracts” beginning on Jan 1st, 2021 and separately California enrollment has shot up by +38% from 13M to 18M. Preview of $DLHC which will be posted by Jay on home page soon. Bull case for $ELF which is breaking out after several new product innovations and launches, nice chart. Lastly, bull case for speculative but potentially highly rewarding stock $TWI to play infrastructure theme while Class 8 Truck Orders spiked by +145% m/m and orders up +12% YTD.