Specialty Equity Research and Professional Trading Service

Trades fully vetted with in-depth research based on a 3-pronged approach:
Fundamentals, Technicals and Options Activity

Welcome  Jags!

Our mission is to deliver actionable, timely, fundamentally driven equity research to help you outperform the broader market. Our trading is based on a specific, tried-and-true approach that consistently delivers results. Read more about our methods.

You will receive top of the line research and market information, along with specific trade recommendations. Check out the subscription page for more details, and please read a welcome letter from Fahad Khalid, Chief Executive Officer.

 

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June 9, 2024 | 2:02 PM by Jay Kunstman

JaguarConsumer Weekly Callouts – June 9 (HAC Model, SNAP Benefits, RVs, BOOT, HZO, ONEW)

Consumer Spending – Given the attention on the macro, Citigroup thought it would be a good time for a consumer spending power check-up. They looked at both the U.S. consumers’…

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June 9, 2024 | 1:55 PM by Jay Kunstman

Healthcare Pulse – Week of June 3rd (ABBV, ESTA, GEHC, KIDS)

AbbVie (ABBV) – On ABBV’s Q1 call, the company reiterated 2024 aesthetics guidance of $5.7B with Botox/ Juvederm guidance of $2.9B/mid-single digit percentage growth ($1.4B-$1.5B implied) respectively. Management also commented…

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June 2, 2024 | 1:44 PM by Jay Kunstman

JaguarConsumer Weekly Callouts – June 2 (HAS, RH, SIG, TPX, VIK)

Hasbro (HAS) – Morgan Stanley recently moved shares of Hasbro to “Top Pick” status highlighting that market share is stabilizing in the company’s core brands while POS is showing signs…

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June 2, 2024 | 12:15 PM by Jay Kunstman

Healthcare Pulse – Week of May 28th (ALGN, PROK, TFX, XBI, XLV)

Healthcare – In Goldman Sachs’ recent Healthcare Pulse note, they highlight that as we leg into the month of June, macro themes will remain in focus alongside the usual early…

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May 19, 2024 | 1:55 PM by Jay Kunstman

JaguarConsumer Weekly Callouts – May 19 (Beer, Macau, Restaurants, Retail, GAMB, VITL)

Beer – Citigroup attended the Beer Insights Spring Conference in Chicago, where they heard from beer industry executives, beer distributors, and other industry participants. “Overall, U.S. beer volumes remain pressured…

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