Edwards Lifesciences (EW) 2Q19 Earnings Preview
Low-Risk TAVR market expansion after clean data announced in March should lead to better than expected growth guidance in anticipation of FDA approval and Medicare coverage in 2H19. Plus upside to margins and Pascal growth getting started.
Verra Mobility (VRRM) to benefit from NYC legislation for speed cameras
A recently passed legislation in NYC would expand speed camera installation from 140 to 750 schools which should provide substantial upside to revenues. Additionally, toll cameras are launching in Europe in summer 2019 and lastly Peasy launch is expected to ga
Expect Spirit Aerosystems (SPR) Forward Guidance to Come Under Pressure
With 54% revenues dependent on Boeing 737 Max which remains grounded worldwide, we expect SPR forward earnings guidance to come under pressure despite the agreement in place currently between SPR and BA to continue at normal production
Amarin (AMRN) Q1 Earnings Preview
Taking a look at channel checks ahead of May 1st earnings as well as other events and drug pipeline updates that happened in Q1 and should boost forward growth outlook
Digimarc (DMRC) Street Estimates Are Potentially Too Low
Taking a look at how Digimarc (DMRC) Retail opportunity after large bull stepped in with $1.6 million bullish bet in December 35 call options
Discussion about Disney from April 9
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