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Fahad Khalid Videos
Conversations with Jaguars – February 18 ($A, $GMBL, $BTWN)
Impressive quarter from Agilent $A but stock faded given rolling sort of ongoing market correction. Looking for entry near $125/share. We have fielded plenty of client questions lately about $GMBL. Jay dives into what’s moving the stock. Lastly, preview
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February 18, 2021 | 10:25 PM
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Conversations with Jaguars – February 17 ($ALSN, $KRNT, $HUYA)
$ALSN earnings preview ahead of report tonight after market close, with discussion about Class 8 truck order trends and long term opportunity for modernization of US Army vehicles. Jag Top Pick from Q1 Outlook $KRNT is blasting higher by +13% in pre-market af
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February 17, 2021 | 5:37 PM
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Conversations with Jaguars – February 16 ($SOHU, $WING, $QCOM, $STNG)
Four stocks discussed in depth. $SOHU is breaking out from the base after strong quarter and sharp sequential acceleration. $WING channel checks ahead of earnings tomorrow morning covering rising wing prices offset by hyper digital sales growth. $QCOM bull ca
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February 16, 2021 | 9:41 AM
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JaguarConsumer – UTZ Brands ($UTZ)
Fantastic podcast by Jay. 2nd time covering the bull case for UTZ. The discussion entails a long history of growth-oriented tuck-in smart acquisitions with very specific criteria to fill the needs in its product pipeline as well as to expand the coverage geo
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February 15, 2021 | 11:27 PM
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Conversations with Jaguars – February 11 ($PYPD, $MU, $WDC, $TRUP, $MIDD)
Polypid $PYPD another monster winner from Jay with position now up approx +60% in just three weeks. Giddy up! I now believe $MU is going to $100+ and $WDC is going to $80+ based on analysts finally starting to acknowledge rising DRAM and NAND prices but they
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February 11, 2021 | 9:34 PM
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Jaguar Investing Series – MP Materials ($MP)
Bringing the bull case for MP Materials (MP) in Jaguar Investing Series with a holding period of 12 months. The fundamental outlook has been shared with Jag clients previously. In this production we showcase light on three elements: 1) Company is making progre
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February 11, 2021 | 8:34 AM
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Conversations with Jaguars – February 10 ($TWTR, $BNFT, $CASY, $BIGC)
$TWTR is trading above $65 after closing at $59 yesterday. Good for diagonal call spread we bought in webinar yesterday. Adding some color about pending launch of subscription business based on comments in earnings call. Bull case for $BNFT which has a sweet
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February 10, 2021 | 9:40 AM
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Conversations with Jaguars – February 9 ($LASR, $FDP)
Reiterating bull case for $LASR ahead of earnings next week based on rising global manufacturing PMIs and sequential revenue improvement with multiple recent launches and tuck-in acquisitions. Bull case for food company $FDP with fantastic technical breakout
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February 9, 2021 | 8:58 AM
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Conversations with Jaguars – February 8 ($RAVN, $PRPL, $ECOM, $CCO, $SXC)
Reiterating bull case for agricultural tech $RAVN which was previously covered in webinar three months ago with chart setting up for another breakout and I believe street estimates are too low given two new product launches. Look out for an article on $PRPL on
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February 8, 2021 | 7:23 PM
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JaguarConsumer – Leslie’s ($LESL)
Leslie’s Q4 earnings review with a particular focus on growth opportunities in under-served residential markets. AccuBlue continues to support strong growth with sequential acceleration. Discussion of upcoming important launches around Memorial Day.
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February 7, 2021 | 6:56 PM
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Conversations with Jaguars – February 5 ($COO, $SLAB, $U)
Two breakout setups. $COO is cornering the $5 billion myopia (nearsightedness) market in children by having a MiSight contact lens that has been on the market for a one year and it was discussed by Jay on the homepage article in December. This week’s a
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February 5, 2021 | 11:24 AM
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Conversations with Jaguars – February 4 ($XOP, $EVRI, $MP)
$EOG $PXD $CLR Stay long crude, stay long shale gas producers. The reflation trade combined with whacky supply/demand imbalances will continue to re-rate the sector higher. Bull case for $EVRI which perfectly fits the 3-pronged approach we use in Jag and looko
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February 4, 2021 | 12:57 PM
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