Conversations with Jaguars – February 2 ($PANW, $CRWD, $CYBR, $ALGN, $SBLK, $KEX)

Lately we’ve been of view that the current earnings season is not rewarding stocks as many have seen gap downs despite reporting strong beats and raises. But I believe cyber security space will once again outshine led by $PANW $CRWD $CYBR with channel checks showing acceleration in new queries from enterprises and governments ever since FireEye was hacked. Will discuss specific checks and earnings plays for them in the webinar. Look out for earnings preview for $ALGN on homepage soon. Lastly, bull case for dry bulk shipper $SBLK with demand outstripping supply creating a strong environment for day rates and the same goes for $KEX. Both look attractive here.