Conversations with Jaguars – November 2 ($PII, $ISDR, $TSCO)


Elections are tomorrow. Keep a positive tone. No matter the outcome. Irrespective of who wins, market should appreciate when uncertainty is lifted and policy direction becomes clear. $PII posted very strong quarter last week but stock was caught in market sell off. As long as it holds $88 support, presents a good long opportunity. Preview of small cap $ISDR that is arguably recession proof stock to be discussed by Jay later today in home page article. Looking at KeyBanc channel checks, $TSCO continues to stand out with strong growth continuing and accelerating in October while stock has pulled back and showed good relative strength on Friday.