Episode 7 of Chinese Tech Demystified series covers the bull case for China Online Education (COE). This is a $558 million small cap that operates an online platform for teaching English in China. The company has carved a niche category leadership position fo
Add $ROOT to your watchlist and I will return in the future with more in-depth research on the fundamental outlook of the company. This is a disruptor in the insurance industry with keen focus on heavy use of data analytics to drive down cost for consumers.
Refreshing bull case for $BWXT which was previously recommended in webinar in October. The typical view on the street always tends to be that Democrats will be negative for defense spending. But we are seeing exactly the opposite with budget allocations risi
Providing a refreshed bullish view on $BALY. Chart is breaking out, Feb 50 call buying is picking up, and the company has announced two new deals since our last discussion on the homepage on Dec 4th. Lookout for a homepage article soon by Jay to cover channel
I usually reserve discussions like this for Jag Pro clients in webinar but today I have an appointment with my optometrist so we won’t have a webinar. Time to get long $CRM. The discussion walks through very strong digital trends that both the company
Jay’s strongest suit has always been covering consumer stocks. To further exploit that talent, today we are launching a new series in JaguarMedia called JaguarConsumer where Jay will present his views on selected stocks within consumer discretionary cate
$DM a new player in 3D printing has announced three major launches since Nov and high volume shipments are expected to begin in 2H21 and 90 reservations are already on hand. $RMD with fantastic technical setup for a breakout after 2 months of consolidation h
Dedicating today to provide updates on selected positions. $TDOC impeccable breakout and research suggests significant upside potential to cover up to 8M federal employees. $CIEN sets up for the next leg higher and discussions from top management shows contin
$WBA is making an accelerated investment in VillageMD, a pharmacy clinic business to open 500 to 700 stores in 30 states. This is long term positive while stock is down -50% from 2018 high. $TT was covered as pure play in one of 5 key theme stocks in Jag Q1 Ou
Looking at futures, Nasdaq (Growth) down -1.5% but Russell (Value) up +2.2%. That is 370 bps of outperformance in a single day. Reiterating the message I gave in webinar yesterday. Stay focused on the “Buy America / Build America” theme. $DKNG and
Latest production by Chronicle for JaguarMedia Investing Series covers the bull case for Arcosa (ACA). A pure play on “Buy America / Build America” theme that benefits from improving Manufacturing PMIs with a focus on green energy policies. The $2.
Lots of discussion today. BAML is raising PT in $MELI to street high and channel checks for $PAGS are coming in very strong, both should be on your radar to get long as this market corrects. $RNLX could get a big boost after it announced partnership with $DVA
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