Conversations with Jaguars – November 3 ($AIMC, $ROK, $LPX, $PETQ, $PDD, $LASR, $ROAD)

Lots of stocks discussed today. Starting off with an industrial machinery stock $AIMC that is breaking out from bull flag and it benefits from rising Chinese Class A truck demand. The read through from this is positive for $ROK which is also breaking out and it reports on Nov 10th and I’ll make sure to follow up with more details. Former Jag Top Pick from 3Q Outlook $LPX is going to breakout this morning after reporting Smartside volumes up +19% YoY along with +3% pricing power. Quick thoughts on $PETQ ahead of earnings on Nov 5th. Goldman is upgrading our favorite $PDD with $123/share PT and stock sets up for breakout towards triple digits. $LASR reports on Nov 5th and improving global manufacturing PMIs is positive. Lastly, $ROAD has a beautiful cup and handle formation for a breakout and it too benefits from the same “Buy America / Build America” theme.