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All Videos : 10 Posted

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2
15:38
High growth SaaS from South Africa

Fahad Khalid

February 13, 2019 | 4:55 PM

23

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.

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5
00:00
Are US oil producers cutting production amid oil sell off?

Fahad Khalid

February 11, 2019 | 5:00 PM

47

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.

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3
14:18
TWTR – Earnings Preview

Fahad Khalid

February 6, 2019 | 9:32 PM

68

Twitter earnings preview ahead of Feb 7 report BMO. Laying out case for better user engagement and slight improvement in ad monetization.

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3
10:50
Reviewing breakout quarter in LPL Financial (LPLA)

Fahad Khalid

February 4, 2019 | 11:55 PM

66

Strong quarter reflection of investment inflows, margin improvement and brokerage business turning to positive growth trend, forward estimates are moving higher

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5
19:10
Albemarle (ALB) long term play on lithium

Fahad Khalid

January 31, 2019 | 8:15 PM

114

Reviewing recent leap call buying, news flow, and thoughts about long term secular trends of lithium business.

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5
13:15
Morning Java – Jan 24 Covering SRE, AYI and LLY

Fahad Khalid

January 31, 2019 | 8:15 PM

73

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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