Conversations with Jaguars – November 18 ($SPR, $ATI, $MEOH, $MNST, $DADA)

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Provided a bull case for $SPR in webinar yesterday. Stock is higher +8% in pre-market after FAA lifts the ban on 737 Max. Extending that view further, keep an eye on $ATI which provides the composite material and alloys to Boeing. Bull case for $MEOH that has announced a dramatic +36% increase in Methanol selling prices since July and chart sets up for a breakout from bull flag. Second time since Sep providing a bull case for $MNST, supported by news of competitor ending partnership with Pepsi and strong channel checks. Lastly, reiterating bull case for $DADA which reports tomorrow after collecting read throughs from $JD earnings earlier this week.