Jaguar 2Q21 Outlook & Premium Ideas
Jaguar 1Q21 Outlook & Premium Ideas
$PRSP Bull case for Perspecta
$ASND Bull case for Ascendis Pharma
$CERN Bull case for Cerner
Travel and Leisure stocks ready to rally for next couple weeks/months
Chinese Tech Demystified Episode 3 – Youdao ($DAO)
Chinese Tech Demystified: Episode 2 – Huya ($HUYA)
$TWTR Bullish earnings preview ahead of release on July 23rd BMO
Bullish preview for Ryder Systems $R ahead if earnings on July 29th BMO
Now Available: Jaguar 3Q20 Outlook with In-depth Research of Top 17 Ideas
Bull case for Pluralsight $PS given strong secular and accelerating trends for education tech
Bullish case for $NVRO Nevro which had very strong Omnia launch last November and its likely to bounce back sharply after limited covid disruptions
$ABT newly approved Freestyle Libre 2 is significantly better than Gen 1 and its launching this summer. $BABA Chinese e-commerce growth rate is accelerating sequentially in all categories.
Beautiful looking candle in $PZZA and an update on incredibly strong Q2 trends showing +33% comp growth in May. Huge call buying in $SGMO with HemeA gene data coming out on June 18th at 9am ET.
Is $ERJ a steal here with COMAC circling around after $BA cancelled its JV? $NTES Hong Kong listing is 360x oversubscribed, shares likely to inflate higher.
Refreshing bull case for $SPOT. Expecting strong user engagement from ad-supported podcast business model. Separately, the download activity suggests strong acceleration from Q1 to Q2.
Discussion about an exciting small cap: $GNSS Genasys that provides critical communication real time alerts and infrastructure
Bullish view in $SRPT with weekly chart setting up for breakout. High level view with 15.3% of homeowners not making mortgage payments, a record high and well above 11.3% peak in 2008 GFC.
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