Conversations with Jaguars – August 18 ($LGIH, $TFII, $TJX, $PDD, $ADI)


$AMZN is breaking out through $3200 in premarket after expanding corporate office locations. $JD added to Goldman’s Conviction Buy list. Swing long opportunity in $LGIH with housing strength and discussion of what CEOs from Redfin and Zillow are telling us with home prices up +9% YTD. Preview of upcoming article on $TFII on home page by Jay. Earnings preview for $TJX before it reports on Aug 19th BMO with Home Goods business strong but back to school sales weakening. $PDD is showing relatively better user metrics compared to other Chinese peers, reports on Aug 21st BMO. Lastly, $ADI bullish view after put sellers and upside call buyers showed up recently, reports on Aug 19th BMO.