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Conversations with Jaguars – March 19 ($WERN, $PEP, $MNST, $BBY)
Please note today is the last free distribution of JaguarMedia production. After this Conversation, all future productions of any kind in JaguarMedia (Conversations and series) will be sent exclusively to Jag Pro clients. For the last 9 months we’ve been
Conversations with Jaguars – March 18 ($BUD, $IDN, $KRNT, $LVS, $WJRYY)
Presenting bull case for $BUD with chart breaking out after strong launch of hard seltzer drink called CACTI. An update on $IDN which after disappointing sales miss. While the downside is likely limited but this is now in a penalty box for 1 to 2 quarters. Up
Conversations with Jaguars – March 17 (FOMC Preview, $FNKO, $INFN, $CIEN)
FOMC preview with rates and Growth/Tech sector hanging in the balance. Powell has to strike the right balance in his commentary today just like Bernanke had to take the hard pill back in 2013. Could $FNKO be a way to play this NFT collectible craze? Some inter
Conversations with Jaguars – March 16 ($LVS, $PAR, $DSKE)
Detailed bull case for $LVS after $12M worth of Sep 67.5 calls were bought yesterday. Lots of moving parts here all in favor of the company including Macau restrictions being eased, Las Vegas property sale, Londoner opening in phases. $PAR was covered in Weeke
Conversations with Jaguars – March 15 ($ZBH, $CNTY, $MTBC, $SNP)
Bull case for $ZBH with chart setting up for a breakout and we expect to see accelerating growth in knee procedures from through out the year along with FDA application approvals to broaden the moat. Review of $CNTY earnings, stock is up +85% since Jay presen
JaguarConsumer – Auto Parts, Burritos and Wine
Combining three discussions in today’s JaguarConsumer podcast: 1) $AZO $ORLY $AAP Auto parts stores long term weekly charts are breaking out with strong channel checks. 2) Update on $CMG Chipotle since our last discussion. 3) Bull case for $STZ Constella