Conversations with Jaguars – December 16 ($NMIH, $MPWR, $COO, $MRVL, $CCI)


Bull case for mortgage insurance provider $NMIH which sets up for a breakout and traded 68x daily average call volume yesterday. Look out for a homepage article on $MPWR soon with stock attempting to breakout again from 2-month consolidation. Last time Jay covered this on homepage in July, stock went up +30% over the next 3 months. Also look out for a homepage article on $COO with fresh channel checks from industry leading analyst Jonathan Block. Lastly, an interesting discussion about 5G which checks from Asia shows disappointing connectivity that likely translates to even more capex for base station maker $MRVL and small cell deployments $CCI over time.