Conversations with Jaguars – January 4 ($JNJ, $SMH, $HYFM)

$JNJ is breaking out after 3 years of consolidation. The bigger the base, the higher in space. I believe stock is heading to $170+ with mid-quarter channel checks strong and sector seeing pick up in call options activity, last week. $SMH saw sharp gains in overnight session after with commentary from suggesting strong sequential improvement in Memory stocks. $HYFM bullish article to be posted by Jay on home page soon, a play on hydroponics similar to $GRWG which was a huge winner for us. Lastly, a high level view of education tech before Chronicle presents a new presentation in a stock in JaguarMedia soon under Investing Series.