Conversations with Jaguars – January 6 ($FLR, $DKNG, $LULU, $MYO, $BYND, $ZVO)

Looking at futures, Nasdaq (Growth) down -1.5% but Russell (Value) up +2.2%. That is 370 bps of outperformance in a single day. Reiterating the message I gave in webinar yesterday. Stay focused on the “Buy America / Build America” theme. $DKNG and $PENN are in play for next few days with DailyNews reporting that next week on Monday (Jan 11th) NY Governor Cuomo will push for legalizing sports betting in State of the State Address. $LULU and $CROX are in play for upside ahead of presentation in ICFR Conference next week. Look for article about small cap $MYO on home page soon. $BYND bearish setup after catching analyst downgrade today. Lastly, reiterating bull case for Ed Tech $ZVO as technical picture improves. Last time we covered this on Aug 3rd in Conversations.