Conversations with Jaguars – January 14 ($BWXT, $MSGM, $MTBC)

Refreshing bull case for $BWXT which was previously recommended in webinar in October. The typical view on the street always tends to be that Democrats will be negative for defense spending. But we are seeing exactly the opposite with budget allocations rising rapidly for building out attack submarines. $MSGM an interesting high growth game publisher that did IPO yesterday. Jay provides a high level bullish view. For now, add this to your watch list and let the stock settle in. Bull case for $MTBC, a digital cloud-based record keeping company in the healthcare space with hyper top line growth. Great pitch by Chronicle. One to watch.