Conversations with Jaguars – February 24 ($LECO, $RBLX, $NAPA, $ZIM)

Staying the course with “Value” stocks that benefit from reopening, presenting a bull case for welding leader $LECO with channel checks showing accelerating sequential growth. Lookout for a home page article on $NAPA soon which is the perfect ticker for this upcoming IPO next week, maker of Duckhorn Wine. Also note a hot 3D digital gaming IPO called Roblox $RBLX is coming soon in early March and was covered by Jay in Weekend Research on Dec 6th. Lastly, presenting a bull case for $ZIM. We said in the chat room¬†last week there is a bull market in tankers, people just don’t know it yet. This is the 3rd time in the past 6 weeks we are presenting a bull case for a tanker stock.