Conversations with Jaguars – January 19 ($LUV, $DM, $VHC, $AGYS)

The 7-day moving average of covid hospitalization trends has finally started to roll over for the first time in 5 months. At some point I expect this improvement to result in green shoots in travel, retail and consumer discretionary. Second time in two weeks reiterating the bull case for 3D printing stock $DM after Stifel initiation note. Watch $VHC as tactical trade after news that $AAPL appears to be losing an 8-year court battle. $AGYS breakout setup with research showing improving sequential growth trends for this $1 billion gaming software publisher. Lastly, stay tuned as Chronicle soon will launch another new series in JaguarMedia covering the gaming industry.