Conversations with Jaguars – January 20 ($FSLY, $INSG, $CASA, $DZSI, $CALX, $HAL, $AVY)

It is expected that Biden this afternoon after the Oath Ceremony may sign as many as 15 executive orders reversing most of the large policies from Trump. Expect many stocks to react to that today. $FSLY looks attractive for a technical breakout through $100 resistance, name that was hurt badly last year after losing TikTok US business. C-band spectrum auction appears to have reached a record amount of $81 billion, which is more than 50% higher than street estimate. This is what’s powering FWA stocks higher such as $INSG, $CASA, $CALX and $DZSI all of which were discussed in Jaguar 1Q Outlook. $HAL earnings are out in which management discussed 100% increase in FCF in 2021 as rig count and crude oil price improves. Lastly, bull case for $AVY with read through from $PI very strong regarding deployment of RFID chips in manufacturing industries.