Fahad Khalid

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

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

publish March 19, 2021 | 9:47 AM 537

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

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. Up

publish March 18, 2021 | 10:08 AM 503

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

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 inter

publish March 17, 2021 | 12:26 PM 492

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

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 Weeke

publish March 16, 2021 | 9:35 AM 450

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 presen

publish March 15, 2021 | 9:19 AM 505

JaguarConsumer – Auto Parts, Burritos and Wine

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 Constella

publish March 14, 2021 | 10:18 PM 551

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

$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

publish March 11, 2021 | 9:32 AM 155

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

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

publish March 10, 2021 | 10:00 AM 181

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

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

publish March 9, 2021 | 1:46 PM 161

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, bac

publish March 8, 2021 | 9:55 AM 152

JaguarConsumer – Hasbro ($HAS)

Long term bull case for Hasbro. Extensive discussion of market opportunities ahead to improve revenue outlook based on several important products under development and launches coming up. We believe stock will continue to outperform for the next 6 to 12 months

publish March 7, 2021 | 11:52 PM 187

Conversations with Jaguars – March 5 ($SYK, $TTWO, $LINC)

Today’s Conversation is a must watch for anyone who is concerned about bond yields. Providing historical context between rising bond yields and jitters in equity markets. Should you be worried? Should you panic like all others? I expect to see new 52-wee

publish March 5, 2021 | 10:08 AM 212

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About Fahad Khalid

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