Conversations with Jaguars – March 15 ($ZBH, $CNTY, $MTBC, $SNP)

Bull case for $ZBH with chart setting up for a breakout and we expect to see accelerating growth in knee procedures from through out the year along with FDA application approvals to broaden the moat. Review of $CNTY earnings, stock is up +85% since Jay presented the bull case on home page in November. An update on $MTBC which remains a high-growth yet highly depressed stock over margins concerns given nonstop acquisition activity. Lastly, an update on Chinese oil giant $SNP which is benefitting from reflation trade, stock is up +26% since it was originally discussed in JaguarMedia in November.