Conversations with Jaguars – October 12 ($ZTS, $IDXX, $U, $FLWS, $QRTEA)

Animal Health $ZTS $IDXX channel checks are coming strong from several sources all highlighting pent-up demand returning and both stocks set up for breakout after 2+ months of consolidation. New IPO Unity Software $U benefits from digital gaming, one we are likely to return back to with more detailed bullish view in the future. $FLWS checks show July +13%, Aug up +16% and Sep up +31%. Good for upcoming earnings report late October. Strong bull case for QVC, HSN and Zullily owner $QRTEA going into holiday shopping season with valuation extremely low and +60% growth in registered customers and record FCF generation.