Conversations with Jaguars – December 14 ($MAXR, $GPS, $ALK)


For those who missed, it is time to reveal one of Jag Top Picks from Q4 Outlook: $MAXR which is up +42% in Q4 and January 25/40 call spread is up +175%. Back to back power candles last week on high volume as stock hit new 52-week high each after strong performance by the CEO at the Analyst Day with focus on product development, space programs and record backlog. Presenting a high level view of how certain sectors will benefit in 2021 as covid goes away: Weddings will return, mall based specialty apparel retailers will see improving traffic, and lastly domestic air travel will make a comeback. Over time we will have many ideas to benefit from this trend.