Conversations with Jaguars – December 3 ($LVS, $MC, $HOG)


$LVS sets up for a breakout with expectations that a deal may happen with $MGM for Vegas properties and Macau will show further GGR improvement in December before inflecting to positive growth on easy comps in early 2021. The investment banking firm $MC has a very nice breakout shaping here with M&A deal making rising and SPACs coming and there is a catalyst on Dec 8th. Bear case for $HOG with most recent channel checks showing deteriorating sales sequentially globally.