Conversations with Jaguars – December 31 ($SMH, $SNA, $XGN, $XPEL)

$SMH semi sector is trying to breakout into year-end and next week’s Consumer Electric Show (CES) could serve as a catalyst. $SNA pull back is presenting¬†another buying opportunity with channel checks still very strong, though with slight deceleration. $XGN an under the radar stock that many investors have never heard of has major re-rating potential after Jansen partnership. Lastly, an update on $XPEL which has doubled since the Oct 9th presentation.