Conversations with Jaguars – July 17 ($ROKU, $NFLX, $MNST, $FND, $BECN)


$ROKU down with $NFLX in sympathy but I am looking for red to green reversal given strong channel checks. $MNST with nice technical setup for breakout as company evaluates entering into high-growth seltzer market. $FND large call roll yesterday and $BECN with nice technical setup, both benefits from strong housing trends.