Morning Conversations

All Videos : 170 Posted

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8
Conversations with Jaguars – March 10 ($AYRWF, $LUNG, $OM, $XPEL)

Fahad Khalid

March 10, 2021 | 10:00 AM

194

Bullish earnings preview for cannabis producer $AYRWF that reports tomorrow, March 11th, BMO. The company has done several tuck-in acquisitions in the last 3 months to expand into high growth markets. BAML is upgrading $LUNG to Buy this morning, sees upside to

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11
Conversations with Jaguars – March 9 ($FSR, $NIO, $LI, $XPEV, $ZTS, $NWS, $SURF)

Fahad Khalid

March 9, 2021 | 1:46 PM

173

If history is any guide, we will likely see about $170B of this $1.9T stimulus to find its way in the stock market and GenX and Millenials will likely go after EV stocks that have been decimated lately. Discussion covers $FSR $NIO $LI and $XPEV. Bull case for

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5
Conversations with Jaguars – March 8 ($LUV, $JJSF, $ULTA, $AER)

Fahad Khalid

March 8, 2021 | 9:55 AM

170

Reiterating bull case for $LUV as latest channel checks continue to support strong recovery. Nice breakout setup for $JJSF as restaurant business reopens gradually nationwide. $ULTA with some quality discussion ahead of earnings on March 11st AMC. Lastly, bac

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10
Conversations with Jaguars – March 5 ($SYK, $TTWO, $LINC)

Fahad Khalid

March 5, 2021 | 10:08 AM

224

Today’s Conversation is a must watch for anyone who is concerned about bond yields. Providing historical context between rising bond yields and jitters in equity markets. Should you be worried? Should you panic like all others? I expect to see new 52-wee

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9
Conversations with Jaguars – March 3 ($LUNG, $MAR, $H, $GHG, $TMDX, $DKNG)

Fahad Khalid

March 3, 2021 | 9:49 AM

150

$LUNG management is pointing out sharp sequential improvement starting from mid February. $MAR $HLT $CHH $H Every top lodging CEO is talking about sequential improvement starting from January and bookings for summer travel rising. Look out for the home page a

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13
Conversations with Jaguars – March 2 ($FUBO, $HGV, $VAC, $PGRE)

Fahad Khalid

March 2, 2021 | 9:14 AM

175

$FUBO earnings preview ahead of report tonight, all eyes on whether Q1 paid subscription street estimate is too low or not. Timeshare properties $HGV and $VAC are seeing strong booking trends well ahead of the pre-pandemic level for 2H21 recovery. Lastly, bul

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