Conversations with Jaguars – September 22 ($FLGT, $LLY, $KRNT, $VIAV)

image

$FLGT is up +10% in pre-market after being added to S&P 600 Small Cap Index. $LLY has fantastic looking basing formation and its showing early signs of breaking out while its current Oncology portfolio is drastically increasing market share with +63% YoY growth and Retevmo launch happened recently as well that’s doing quite well. $KRNT sets up for breakout after receiving large $400M contract from Amazon that should materially boost revenue growth. Update on $VIAV where my focus continues to capex dollars returning after covid disruption from earlier this year.