Conversations with Jaguars – February 3 ($YNDX, $CMG, $SBLK, $HOG)

$YNDX pull back is presenting a buying opportunity with perfect bounce off VoP support, large leap call buying in the last few weeks and BAML out with a positive fundamental view yesterday. What did we learn from $CMG earnings? Topics covered include small miss vs expectations but Q1 comps estimates are sharply going higher for exact same menu innovation that Jay pointed out in the podcast. Within half an hour after we discussed the $SBLK bull case yesterday the company bought more ships, this does not change the outlook, actually enhances the bull case. Lastly, $HOG earnings was quite disappointing but does the case remain about youth catching on to electric bikes? Time will tell.