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
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?
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
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
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
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.
Collecting thoughts from two major recent dental conferences. Discussion on Primescan launch plus 5 other smaller product launches. Forward consensus estimates are too low. Good technical momentum and strong option order flow.
Management commentary highlights continued weakness in several key end markets including autos in China and data center in the US. Plus a quick view on correlation between worldwide semi sales and US GDP.
Two sector notes: 1) Large API inventory build is bearish for crude oil ahead of EIA data release, and 2) difficult to see interest rates moving any higher from here with dovish Fed which is bullish for utilities
Channel checks for Brown Forman (BF/B) ahead of earnings. Diving deeper into what drove strong quarter for Sea Limited (SE). Expecting strong studio performance from Disney (DIS) with upcoming mega box office releases.
Topics Covered: 1) Casinos channel checks and bullish option order flow. 2) Chinese growth stocks and thoughts on US-China trade war. 3) Oil refining stocks showing margin improvement. 4) Defense stocks with new wins from India.
Diving into telecom 5G capital commitments as key barometer for future technologies. Hyper growth expected ahead. Discussion on selective stocks that should benefit from this emerging strong trend.
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