Conversations with Jaguars – November 17 ($SE, $WBA, $UTZ, $CB)


$SE revenue comparisons to street estimates are not correct. The initial weakness is presenting a buying opportunity after a fabulous quarter. Look for red to green reversal today or in coming days. $WBA -10% sell off post Amazon entry into pharmacy also presents a buying opportunity. This is not an easy space to crack, unlike regular ecommerce, and covid vaccine benefits still remain in favor of brick and mortar. You can’t get a flu shot on Amazon. $UTZ April 20 call accumulation recently and chart is now at post IPO high. One to watch as it may become an M&A target, while its salty snack business continues to grow at a healthy rate. Lastly, a brief look into insurance sector and favorite remains $CB which was covered in webinar recently.