Conversations with Jaguars – September 14 ($IMMU, $NTR, $CF, $MNST, $SMAR)


$IMMU Jackpot! Congratulations! Will be closing calls for +1200% gain. Bullish view on Nitrogen fertilizer stocks $CF and $NTR as both setup for breakout as urea contract pricing moves higher above street estimates due to Belarus strike and China restocking. $MNST new product launches discussed and channel checks show quick return to double digit YoY growth. Preview of upcoming new series on JaguarMedia for long term stock investing theme. Lastly, twice $SMAR blew up after earnings but now sentiment appears to be washed out and enterprise deal sizes are improving.