Conversations with Jaguars – August 4 ($MIME, $TDOC, $CRNC, $LILAK, $FIVN, $CARR)


$MIME out with strong quarter and stock is breaking out, see if it pushes towards $50. CMS new guidance in conjunction with President’s Executive Order yesterday are making lots of parts of healthcare permanent to be used for telehealth services, good for $TDOC. Strong quarter from Jaguar 3Q Top Pick $CRNC and stock is breaking out. More color behind $LILAK after leap call buying yesterday. $FIVN with impressive quarter showing large customer deals. $CARR showing growth improve sequentially starting in June.