Conversations with Jaguars – August 26 ($DRI, $BLMN, $GTLS, $CE, $UPLD)


OpenTable reservation system is showing a sharp increase in dining rooms of Olive Garden (owned by $DRI) and Outback Steakhouse (owned by $BLMN). Watch both stocks for breakout from recent consolidation. Bullish view on oxygen / hydrogen seller $GTLS with rising customer orders. Bullish view on specialty chemical $CE with +35% jump in new orders. Lastly, bullish view on software company $UPLD that trades at only 4x Sales growing +37% YoY and saw large leap call accumulation yesterday.