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.
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.
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.
Twitter earnings preview ahead of Feb 7 report BMO. Laying out case for better user engagement and slight improvement in ad monetization.
Strong quarter reflection of investment inflows, margin improvement and brokerage business turning to positive growth trend, forward estimates are moving higher
Reviewing recent leap call buying, news flow, and thoughts about long term secular trends of lithium business.
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.
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