Conversations with Jaguars – July 28 ($AMKR, $SHW, $ROKU, $FCFS, $COWN, $BLKB, $SLB, $IQ, $INMD)


Little bit longer than normal but lots of great discussion this morning. We love doing this each morning and I hope clients enjoy it. Provided bullish earnings preview in $SHW and $AMKR yesterday in chatroom and both are spiking sharply higher this morning. Taking a look at $ROKU again with new strong channel checks while stock sets up for breakout from tight bull flag. Bearish view on $FCFS as it breaks down to new 52-week low. A pick from Jaguar Q3 Outlook $COWN is ripping higher +10% after earnings. A contrarian bullish view on $SLB after rig cuts have normalized. A cautiously bullish view on education stock $BLKB ahead of earnings on July 29th. $IQ had bullish flow yesterday and its new film production has seen 400 million downloads in 3 weeks in China. Lastly, one of our favorite high growth medtech $INMD sets up for upside and chart is looking constructive.