image
JaguarTV
Conversations with Jaguars – March 19 ($WERN, $PEP, $MNST, $BBY)

BY : March 19, 2021 | 9:47 AM

Please note today is the last free distribution of JaguarMedia production. After this Conversation, all future productions of any kind in JaguarMedia (Conversations and series) will be sent exclusively to Jag Pro clients. For the last 9 months we’ve been pitching nonstop rotation from Growth to Value and “Buy America / Build America” theme. If... Read more »

image
JaguarTV
Conversations with Jaguars – March 18 ($BUD, $IDN, $KRNT, $LVS, $WJRYY)

BY : March 18, 2021 | 10:08 AM

Presenting bull case for $BUD with chart breaking out after strong launch of hard seltzer drink called CACTI. An update on $IDN which after disappointing sales miss. While the downside is likely limited but this is now in a penalty box for 1 to 2 quarters. Update on $KRNT which has strong partnership with Amazon and... Read more »

image
JaguarTV
Conversations with Jaguars – March 17 (FOMC Preview, $FNKO, $INFN, $CIEN)

BY : March 17, 2021 | 12:26 PM

FOMC preview with rates and Growth/Tech sector hanging in the balance. Powell has to strike the right balance in his commentary today just like Bernanke had to take the hard pill back in 2013. Could $FNKO be a way to play this NFT collectible craze? Some interesting findings from Jay, one to watch. Lastly, we... Read more »

image
JaguarTV
Conversations with Jaguars – March 16 ($LVS, $PAR, $DSKE)

BY : March 16, 2021 | 9:35 AM

Detailed bull case for $LVS after $12M worth of Sep 67.5 calls were bought yesterday. Lots of moving parts here all in favor of the company including Macau restrictions being eased, Las Vegas property sale, Londoner opening in phases. $PAR was covered in Weekend Research by Jay in early March and review of earnings reports... Read more »

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

BY : March 15, 2021 | 9:19 AM

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... Read more »

image
JaguarConsumer
JaguarConsumer – Auto Parts, Burritos and Wine

BY : March 14, 2021 | 10:18 PM

Combining three discussions in today’s JaguarConsumer podcast: 1) $AZO $ORLY $AAP Auto parts stores long term weekly charts are breaking out with strong channel checks. 2) Update on $CMG Chipotle since our last discussion. 3) Bull case for $STZ Constellation Brands with improving sequential growth trends and upcoming catalysts.

image
JaguarTV
Conversations with Jaguars – March 11 ($SMH, $KERN, $TRIT, $WIMI, $OMER, $BSY)

BY : March 11, 2021 | 9:32 AM

$SMH Semis is going to be the hottest sector in the market today after US-China announced collaboration to fix chip shortages. $KERN is spiking hard with tuck-in acquisition. $TRIT is also announcing an acquisition in Dubai. $WIMI is spiking hard after further increasing collaboration with China Telecom. Bull case for $OMER after recent pull back... Read more »

image
JaguarTV
Conversations with Jaguars – March 10 ($AYRWF, $LUNG, $OM, $XPEL)

BY : March 10, 2021 | 10:00 AM

Bullish earnings preview for cannabis producer $AYRWF that reports tomorrow, March 11th, BMO. The company has done several tuck-in acquisitions in the last 3 months to expand into high growth markets. BAML is upgrading $LUNG to Buy this morning, sees upside to consensus based on accelerating growth. This stock was covered twice on homepage by... Read more »

image
JaguarTV
Conversations with Jaguars – March 9 ($FSR, $NIO, $LI, $XPEV, $ZTS, $NWS, $SURF)

BY : March 9, 2021 | 1:46 PM

If history is any guide, we will likely see about $170B of this $1.9T stimulus to find its way in the stock market and GenX and Millenials will likely go after EV stocks that have been decimated lately. Discussion covers $FSR $NIO $LI and $XPEV. Bull case for $ZTS after recent pull back with two... Read more »