Conversations with Jaguars - August 18 ($LGIH, $TFII, $TJX, $PDD, $ADI)
$AMZN is breaking out through $3200 in premarket after expanding corporate office locations. $JD added to Goldman's Conviction Buy list. Swing long opportunity in $LGIH with housing strength and discussion of what CEOs from Redfin and Zillow are telling us with home prices up +9% YTD. Preview of upcoming article on $TFII on home page by Jay. Earnings preview for $TJX before it reports on Aug 19th BMO with Home Goods business strong but back to school sales weakening. $PDD is showing relatively better user metrics compared to other Chinese peers, reports on Aug 21st BMO. Lastly, $ADI bullish view after put sellers and upside call buyers showed up recently, reports on Aug 19th BMO.
Видео Conversations with Jaguars - August 18 ($LGIH, $TFII, $TJX, $PDD, $ADI) канала JaguarMedia
Видео Conversations with Jaguars - August 18 ($LGIH, $TFII, $TJX, $PDD, $ADI) канала JaguarMedia
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
Conversations with Jaguars - December 29 ($FLGT, $AMZN, $ACA, $CODI)Conversations with Jaguars - February 22 ($AXTA, $WLK, $LYB, $KIDS)Conversations with Jaguars - October 20 ($KEYS, $SNA, $VCEL, $BILI)Conversations with Jaguars - December 11 ($ZDGE, $IAC, $CALX, $NTDOY)Cloud capex cycle entering into a period of consumptionConversations with Jaguars - March 3 ($LUNG, $MAR, $H, $GHG, $TMDX, $DKNG)Conversations with Jaguars - August 31 ($WYNN, $LVS, $MLCO, $DNKN, $HTHT)Conversations with Jaguars - February 11 ($PYPD, $MU, $WDC, $TRUP, $MIDD)Conversations with Jaguars - March 2 ($FUBO, $HGV, $VAC, $PGRE)Conversations with Jaguars - July 28 ($AMKR, $SHW, $ROKU, $FCFS, $COWN, $BLKB, $SLB, $IQ, $INMD)Conversations with Jaguars - September 11 ($HOLX, $DGX, $LH, $MEG)Conversations with Jaguars - March 17 (FOMC Preview, $FNKO, $INFN, $CIEN)JaguarConsumer - Crocs ($CROX)Conversations with Jaguars - January 13 ($BALY, $HIBB, $LESL, $BWMX)Conversations with Jaguars - March 1 ($MDT, $AXNX, $TTWO, $QRTEA)Conversations with Jaguars - January 26 ($OCFT, $TFII, $TTWO)Conversations with Jaguars - October 23 ($TECK, $JOE)Conversations with Jaguars - September 29 ($ESS, $VNO, $SLG, $AXSM, $CRSR, $VRT)Conversations with Jaguars - September 10 (KNX, $FDX, $WST, $DAO, $CWH)Conversations with Jaguars - January 11 ($DM, $RMD, $GT)