Morning Conversations

All Videos : 170 Posted

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14
Conversations with Jaguars – March 1 ($MDT, $AXNX, $TTWO, $QRTEA)

Fahad Khalid

March 1, 2021 | 9:27 AM

156

Little bit longer than normal but as usual with high quality discussion. Bull case for $MDT with a bunch of catalysts lined up in coming months. Bull case for $AXNX after very nice tuck-in acquisition of Bulkamid last week. Launching a new series in JaguarMedi

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13
Conversations with Jaguars – February 26 ($CBOE, $CME, $ICE, $PWFL, $MNST, $ZVO)

Fahad Khalid

February 26, 2021 | 10:17 AM

151

There is always a bull market somewhere, even when things get volatile like yesterday. Exchanges $CME $CBOE $ICE are benefiting from this volatility, technically acting strong, and channel checks are showing sequential improvements. Reviewing earnings in tw

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12
Conversations with Jaguars – February 25 ($MAXR, $TTC, $SCS)

Fahad Khalid

February 25, 2021 | 9:43 AM

188

Deep dive into $MAXR earnings report, former Jag Top Pick from 4Q20 Outlook and what management is telling us about Legion Worldview launch and growth opportunity. $TTC with superb technical setup for a breakout, presenting the case with channel checks ahead o

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15
Conversations with Jaguars – February 24 ($LECO, $RBLX, $NAPA, $ZIM)

Fahad Khalid

February 24, 2021 | 10:56 AM

230

Staying the course with “Value” stocks that benefit from reopening, presenting a bull case for welding leader $LECO with channel checks showing accelerating sequential growth. Lookout for a home page article on $NAPA soon which is the perfect ticke

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12
Conversations with Jaguars – February 23 ($SPX, $CROX, $RBA, $TENB)

Fahad Khalid

February 23, 2021 | 3:47 PM

136

Qualitative thoughts on market. Naturally, with Tech being the heavyweight in the S&P and the biggest beneficiary of covid last year, all eyes are on it. But look closely at Transportation, Chemicals, Energy, Metals, Financials, Industrials, Construction,

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11
Conversations with Jaguars – February 22 ($AXTA, $WLK, $LYB, $KIDS)

Fahad Khalid

February 22, 2021 | 4:38 PM

128

$AXTA Coating prices across everywhere are rising sharply led by supply shortages due to weather and demand curve outstripping supply. Meanwhile, the chart has pulled back, formed the base and is now starting to breakout. Other specialty chemical producers th

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