Conversations with Jaguars – March 8 ($LUV, $JJSF, $ULTA, $AER)

Reiterating bull case for $LUV as latest channel checks continue to support strong recovery. Nice breakout setup for $JJSF as restaurant business reopens gradually nationwide. $ULTA with some quality discussion ahead of earnings on March 11st AMC. Lastly, back on Dec 28th we presented the bull case for $AER with stock at $43, on Friday it closed at $51 and this morning jumped to $57 after a large deal with GE.