Conversations with Jaguars – December 4 ($CIEN, $BALY, $LULU, $AMZN)

Presenting a contrarian bull case for $CIEN which has been decimated since September. Look out for an article on $BALY to be published on the homepage later. $LULU earnings preview with discussion around channel checks and Mirror acquisition. Lastly, a high level view of ecommerce and digital advertising trends in the US while $AMZN remains at the center to benefit.