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JaguarTV
Conversations with Jaguars – March 3 ($LUNG, $MAR, $H, $GHG, $TMDX, $DKNG)

BY : March 3, 2021 | 9:49 AM

$LUNG management is pointing out sharp sequential improvement starting from mid February. $MAR $HLT $CHH $H Every top lodging CEO is talking about sequential improvement starting from January and bookings for summer travel rising. Look out for the home page article on $TMDX soon, stock has been on a tear lately. Chinese lodging operator $GHG is... Read more »

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JaguarTV
Conversations with Jaguars – March 2 ($FUBO, $HGV, $VAC, $PGRE)

BY : March 2, 2021 | 9:14 AM

$FUBO earnings preview ahead of report tonight, all eyes on whether Q1 paid subscription street estimate is too low or not. Timeshare properties $HGV and $VAC are seeing strong booking trends well ahead of the pre-pandemic level for 2H21 recovery. Lastly, bull case for $PGRE New York office REIT with a great technical setup for a... Read more »

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JaguarTV
Conversations with Jaguars – March 1 ($MDT, $AXNX, $TTWO, $QRTEA)

BY : March 1, 2021 | 9:27 AM

Little bit longer than normal but as usual with high quality discussion. Bull case for $MDT with a bunch of catalysts lined up in coming months. Bull case for $AXNX after very nice tuck-in acquisition of Bulkamid last week. Launching a new series in JaguarMedia for the gaming and leisure industry in a few weeks as... Read more »

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JaguarConsumer
JaguarConsumer – Cracker Barrel ($CBRL)

BY : February 28, 2021 | 10:24 PM

This weekend’s JaguarConsumer podcast covers the bull case for $CBRL which we recently flagged in chat room as the best restaurant stock for reopening play. Over 15,000 calls accumulated in Jan 2022 leap 220-strike since last October while stock currently trades at $154 and steadily breaking out. Discussion about steady pace of store reopenings, menu... Read more »

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JaguarTV
Conversations with Jaguars – February 26 ($CBOE, $CME, $ICE, $PWFL, $MNST, $ZVO)

BY : February 26, 2021 | 10:17 AM

There is always a bull market somewhere, even when things get volatile like yesterday. Exchanges $CME $CBOE $ICE are benefiting from this volatility, technically acting strong, and channel checks are showing sequential improvements. Reviewing earnings in two stocks in which we currently have positions: $PWFL and $MNST. Lastly, reviewing earnings in $ZVO as we field client questions and the bull... Read more »

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JaguarTV
Conversations with Jaguars – February 25 ($MAXR, $TTC, $SCS)

BY : February 25, 2021 | 9:43 AM

Deep dive into $MAXR earnings report, former Jag Top Pick from 4Q20 Outlook and what management is telling us about Legion Worldview launch and growth opportunity. $TTC with superb technical setup for a breakout, presenting the case with channel checks ahead of earnings on March 4th BMO. Lastly, office furniture maker $SCS is breaking out... Read more »

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Chinese Tech Demystified
Chinese Tech Demystified – Wimi Hologram Cloud ($WIMI)

BY : February 24, 2021 | 5:29 PM

Episode 8 of Chinese Tech Demystified series brings forward the bull case for WIMI. This emerging small cap and hyper growth tech in China is building Augmented Realty (AR) in close relationship with China Mobile and other large partners. Given how early it is in adoption phase, the presentation focuses largely on its product and... Read more »

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

BY : February 24, 2021 | 10:56 AM

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... Read more »

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JaguarTV
Conversations with Jaguars – February 23 ($SPX, $CROX, $RBA, $TENB)

BY : February 23, 2021 | 3:47 PM

Qualitative thoughts on market. Naturally, with Tech being the heavyweight in the S&P and the biggest beneficiary of covid last year, all eyes are on it. But look closely at Transportation, Chemicals, Energy, Metals, Financials, Industrials, Construction, Infrastructure, Travel, Leisure, Retail … what weakness?? They all hit new 52-week high yesterday !! And gapping higher today again!... Read more »