Conversations with Jaguars – July 16 ($FSLR, $GT, $LPX, $DHI, $BLL, $CCK)

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$FSLR likely to remain bid strongly into November elections given Biden’s double digit lead and $2 trillion pledge to go 100% carbon free by 2035. $GT sets up for more short term upside¬†given improving auto trends sequentially. With lumber prices at new 52-week high $LPX still has room to run to $32 and $DHI remains favorite as it breaks out. $MPWR article to be published on home page later. Color on weakness in beverage can makers $BLL and $CCK.