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Fahad Khalid Videos
Activision (ATVI) CoD Mobile forward revenue estimates are too low
Micro transactions are changing business model towards high margin recurring subscription business that is not fully baked into consensus view
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December 9, 2019 | 3:59 PM
184
Edwards Lifesciences (EW) 2Q19 Earnings Preview
Low-Risk TAVR market expansion after clean data announced in March should lead to better than expected growth guidance in anticipation of FDA approval and Medicare coverage in 2H19. Plus upside to margins and Pascal growth getting started.
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July 22, 2019 | 6:42 PM
411
Verra Mobility (VRRM) to benefit from NYC legislation for speed cameras
A recently passed legislation in NYC would expand speed camera installation from 140 to 750 schools which should provide substantial upside to revenues. Additionally, toll cameras are launching in Europe in summer 2019 and lastly Peasy launch is expected to ga
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May 8, 2019 | 11:59 AM
417
Expect Spirit Aerosystems (SPR) Forward Guidance to Come Under Pressure
With 54% revenues dependent on Boeing 737 Max which remains grounded worldwide, we expect SPR forward earnings guidance to come under pressure despite the agreement in place currently between SPR and BA to continue at normal production
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April 30, 2019 | 7:41 AM
341
Amarin (AMRN) Q1 Earnings Preview
Taking a look at channel checks ahead of May 1st earnings as well as other events and drug pipeline updates that happened in Q1 and should boost forward growth outlook
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April 24, 2019 | 6:50 PM
570
Digimarc (DMRC) Street Estimates Are Potentially Too Low
Taking a look at how Digimarc (DMRC) Retail opportunity after large bull stepped in with $1.6 million bullish bet in December 35 call options
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April 23, 2019 | 8:05 PM
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Discussion about Disney from April 9
A clip from JaguarWebinar from April 9 refreshing the bull case for Disney ahead of Analyst Day on April 11 particularly related to upcoming DTC launches: Disney+, ESPN+ and Hulu
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April 13, 2019 | 8:00 PM
315
What Are We Watching Next Week: GLNG, GM, ROKU
Let’s see if GLNG makes any positive comments about shipping rates in LNG Conference. Auto stocks GM and F have been relatively underperforming terribly. Is ROKU a fad?
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March 24, 2019 | 10:10 PM
403
CannTrust Holdings (CTST) growth expectations are wildly strong!
From Canada to US and soon to enter Germany and Latin America, CTST hopes to get into many CBD-infused consumer brands and signing partnerships with many large distributors
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March 24, 2019 | 10:07 PM
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E-Health (EHTH) coming off strong quarter
Stock has at least few more quarters of strong fundamental and technical performance ahead led by surge in Medicare and private insurance and its differentiating factors vs competition
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March 24, 2019 | 10:06 PM
337
Revisiting Tabula Rasa (TRHC) as it starts to breakout
CMS rule changes continue to remain big part of overall growth story to combat Opioid crisis, and most recent change gives company another leg higher combined with aggressive M&A strategy
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March 24, 2019 | 10:01 PM
306
Yield curve inversion and what does it mean?
Brief discussion on the 10-2 yield curve inversion, historical performance of the market after inversion, and what it signals about the economy as a whole.
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March 24, 2019 | 10:00 PM
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