Conversations with Jaguars – October 27 ($AMZN, $XRAY, $PDCO, $LASR)

Today’s Conversations is a little bit longer than normal, but as usual with great quality content. $AMZN earnings preview before it reports on Thursday. Expect strong top line growth and strong guidance, plus many other things discussed. Taking a look at dental stocks. There is a large 4-year Heartland contract for 1,100 dental offices for consumable products that renews in December and the incumbent $PDCO as well as $XRAY (my favorite) and $NVST and $HSIC are all trying to get this contract. Deep look into industrial semi $LASR which posted record revenues in Q2 and now expect that to accelerate with rising manufacturing Chinese PMI.