Conversations with Jaguars – November 13 ($PANW, $U, $XPEL)


Earlier this week I presented a bull case for cybersecurity firm $CRWD and now here is earnings preview for $PANW which reports on Monday next week before market opens. I am expecting a strong quarter and chart sets up for a breakout. $U Unity earnings were quite strong with no points of contentions anywhere, reiterating bull case ahead of game console launches. Lastly, $XPEL bull case was presented in JaguarMedia on October 9th with stock at $27. After earnings yesterday, its breaking out now at $33 and the only weak region was China but that will likely improve in Q4 and beyond.