Conversations with Jaguars – December 8 ($BIDU, $ALOT, $MC, $PZZA, $DPZ, $CRUS)


Reiterating bull case for $BIDU which is breaking out in pre-market and adding more color to our discussion in the webinar last week. Look for a homepage article on $ALOT soon which has a contract from $HON that could be significant. $MC continues to breakout nicely hitting a new 52-week high each day since our discussion last week, please note it is presenting at Goldman Conference today. Pizza joints $DPZ and $PZZA are seeing increasing app usage and mobile download activity while their charts are basing. Lastly, second time in two weeks reiterating the bull case for $CRUS which I believe is going to $100/share based on increased content per unit and higher Android mix.