Conversations with Jaguars – January 8 ($TDOC, $CIEN, $GNRC, $MTH, $NEU, $ONEM)

Dedicating today to provide updates on selected positions. $TDOC impeccable breakout and research suggests significant upside potential to cover up to 8M federal employees. $CIEN sets up for the next leg higher and discussions from top management shows continued business improvement. $GNRC sweet breakout and now we are able to quantify the opportunity related to nursing homes. Preview of Weekend Research, likely to cover Animal Health channel checks. Cutting position in $NEU short with stock breaking out. Staying bullish on homebuilder $MTH. Lastly, reiterating the bull case for $ONEM as it consolidates in a tight bull flag near 52-week high.