Taser gun maker $AAXN is gapping higher amid protests and there is more upside over time. $BSX sets up for breakout and Watchman sales are accelerating. Animal health stocks particularly $ZTS continue to provide more upside.
With its high exposure to hotel and office buildings, we believe the bank is not reserving sufficient allowance for loan losses. In fact, materially below peers and industry average. Attachments: Slides | Research Note
$DPZ and $PZZA 2Q comps are running quite strong. $MTCH with impressive relative strength as Nasdaq sells off and sets up for breakout. $SHAK also sets up for breakout with NYC opening soon. $MNST is seeing sequential improvement in sales growth. Prefer to buy
Major Growth to Value rotation continues. Discussion on how this rotation is putting bids under lots of stocks. An update on $URGN which keeps seeing bullish risk reversals accumulate. $ZTS Simparica update with chart at support.
Last Friday airlines $LUV and $DAL saw sharp surge in call buying. Overnight European travel stocks rallied sharply. Watching casinos $WYNN and $LVS. Refreshed bullish view on $TDOC. Bulls case for biotech $URGN. A look into rising Manhattan commercial vacanci
Discussions: Can strong $BABA earnings overcome the threat in Hong Kong? Former biotech top pick from 1Q20 Outlook $APLS has catalyst coming up and chart is breaking out. $TNDM has nice technical setup for breakout along with positive commentary on fundamental
Street margin expectations are too low and likely to rebound. Sharp increase in eCommerce penetration during shutdowns is highly positive for $UPS which has exclusive partnership with $AMZN. Attachments: Slides | Research Note
Discussions: Asymmetric risk/reward in $RTX and bullish risk reversal bought two days ago. $MTSI Technical view. $TXRH to emerge solidly during this crisis in dining sector. Signs of manufacturing sector returning better than services.
Ecommerce is accelerating everywhere in the world. More females are using Tinder which is bullish for $MTCH. Watching $TTEK for breakout through $80 as well as $TRHC from bullish pennant. Short case for regional bank $OZK.
Will S&P breakout through 200-day? Discussions about SWCH, BYD, NOC, STAA, FCN, WMT and Homebuilders paired with commercial REIT shorts.
Breakout set ups in Tesla and Pepsi and marine stocks. TWOU running strong with meetings scheduled this week. Transportation sector on watch for potential rotation.
2.7% projected FY20 GDP decline in Andean Region equates to 25% decline in BCH earnings power. With rising covid-19 cases, falling interest margin, rising loan loss provisions and threat of leftist gov’t winning elections, we believe earnings deteriorati
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