High growth SaaS from South Africa

Let’s take a look at under the radar high growth small cap software company from South Africa providing fleet management service. Seeing sequential earnings growth acceleration as it makes entry into the United States.

Are US oil producers cutting production amid oil sell off?

The research shows US E&P producers have actually increased oil production and rig count despite -40% sell off in underlying crude oil. Negative for pressure pump stocks. But be mindful of key risk around US-China trade deal.

TWTR – Earnings Preview

Twitter earnings preview ahead of Feb 7 report BMO. Laying out case for better user engagement and slight improvement in ad monetization.

Reviewing breakout quarter in LPL Financial (LPLA)

Strong quarter reflection of investment inflows, margin improvement and brokerage business turning to positive growth trend, forward estimates are moving higher

Albemarle (ALB) long term play on lithium

Reviewing recent leap call buying, news flow, and thoughts about long term secular trends of lithium business.

Morning Java – Jan 24 Covering SRE, AYI and LLY

Sempra Energy (SRE) to get boost from spike in energy prices in Dallas. Acuity Brands (AYI) bears may circulate after weak read through from competitor. Eli Lilly (LLY) sets up for breakout with JNJ providing positive read through about diabetes drugs.

Yandex (YNDX) breaks out ahead of key catalysts

Taking a look at Yandex call buying, positive view from JP Morgan ahead of earnings on Feb 15 and change of capital structure as potential catalyst for stock.

Expect Teladoc (TDOC) to raise FY2019 Guidance

Reviewing Teladoc’s new distribution partnerships with UnitedHealth and Centene in light of consensus view

Cloud capex cycle entering into a period of consumption

Takeaways from Intel earnings report and thoughts on cloud capex spending environment as we go from several strong build years into a period of consumption

JaguarAnalytics in San Francisco