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All Videos : 231 Posted

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15
Conversations with Jaguars – October 8 ($MCD, $SHAK, $ALXN, $GLDD, $PDD, $XPEL)

Fahad Khalid

October 8, 2020 | 3:56 PM

202

$MCD is guiding Q3 comps +4.6% vs +2.75% estimate, stock to open at new 52-week high. $SHAK sets up for breakout from tight bull flag. Color on major breakout in $ALXN yesterday after 10 recent launches, neurology space to grow customer base by 4x and manageme

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14
Conversations with Jaguars – October 7 ($NOVA, $WWW, $NOC)

Fahad Khalid

October 7, 2020 | 9:00 AM

275

We presented a bull case for $NOVA in webinar yesterday. Today BAML is out with a bullish view after meeting with management, says +40% customer growth and rising solar+battery attach rate. Continuing the theme of strong footwear business Jay discusses the bul

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16
Conversations with Jaguars – October 6 ($BNTX, $PFE, $MGLN, $ELF, $DLHC, $TWI)

Fahad Khalid

October 6, 2020 | 1:38 PM

282

$PFE is guided higher after weekly call buying yesterday and $BNTX is up +10% in premarket. They are announcing release of covid-19 vaccine data on “rolling basis” in Europe. $MGLN is starting to breakout with some December call buying picking u

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13
Conversations with Jaguars – October 5 ($GAN, $CHTR, $GPS, $ICE)

Fahad Khalid

October 5, 2020 | 1:08 PM

243

$GAN first target is $20 where there will be major VoP resistance. If it clears that on high volume then there is air pocket up to $25 as second target. Bull case for $CHTR in which we saw $12 million call spread bought few weeks ago. The company is re-launchi

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21
Conversations with Jaguars – October 1 ($MRVL, $QRVO, $KIDS, $CE, $WLK)

Fahad Khalid

October 1, 2020 | 2:37 PM

218

Overnight semis enjoyed strong rallies in China and Europe. Expect that to continue in the US. Looking for a breakout in $MRVL through $40 resistance which benefits from its largest customer Samsung that signed a $6.6B deal with Verizon 3 weeks ago for 5G bui

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21
Conversations with Jaguars – September 30 ($GOOG, $BABA, $TDOC, $LQDT, $PENN, $DKNG)

Fahad Khalid

September 30, 2020 | 4:05 PM

221

$GOOG antitrust investigations starting everywhere (China, US, EU). $BABA is gapping higher sharply after the CFO made bullish comments about cloud business turning FCF positive in 2021. $TDOC sets up for breakout, adding more fundamental color after our discu

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