Conversations with Jaguars – December 7 ($CE, $LOVE, $PRPL)

Keeping the discussion short and sweet this morning. On October 28th, we provided a bullish case for specialty chemical company $CE with stock at $109. Now it trades at $132 and channel checks show Acetic Acid prices in China are going parabolic. $LOVE sets up for a breakout as home furnishing spending remains very strong and the Costco relationship will materialize in 2021. $PRPL is a direct beneficiary of the same strong trends with +60% YoY revenue growth expected in Q4.