Conversations with Jaguars – June 1
Taser gun maker $AAXN is gapping higher amid protests and there is more upside over time. $BSX sets up for breakout and Watchman sales are accelerating. Animal health stocks particularly $ZTS continue to provide more upside.
Bank OZK (OZK) Bearish Case
With its high exposure to hotel and office buildings, we believe the bank is not reserving sufficient allowance for loan losses. In fact, materially below peers and industry average. Attachments: Slides | Research Note
Conversations with Jaguars – May 28
$DPZ and $PZZA 2Q comps are running quite strong. $MTCH with impressive relative strength as Nasdaq sells off and sets up for breakout. $SHAK also sets up for breakout with NYC opening soon. $MNST is seeing sequential improvement in sales growth. Prefer to buy
Conversations with Jaguars – May 27
Major Growth to Value rotation continues. Discussion on how this rotation is putting bids under lots of stocks. An update on $URGN which keeps seeing bullish risk reversals accumulate. $ZTS Simparica update with chart at support.
Conversations with Jaguars – May 26
Last Friday airlines $LUV and $DAL saw sharp surge in call buying. Overnight European travel stocks rallied sharply. Watching casinos $WYNN and $LVS. Refreshed bullish view on $TDOC. Bulls case for biotech $URGN. A look into rising Manhattan commercial vacanci
Conversations with Jaguars – May 22
Discussions: Can strong $BABA earnings overcome the threat in Hong Kong? Former biotech top pick from 1Q20 Outlook $APLS has catalyst coming up and chart is breaking out. $TNDM has nice technical setup for breakout along with positive commentary on fundamental