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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November 9, 2025 | 2:49 PM by Jay Kunstman

GE Vernova (GEV) – A Month of Readthroughs

On Friday, JPMorgan added shares of GE Vernova (GEV) to their US Equity Analyst Focus List as well as placing it on their Positive Catalyst Watch List. As they wrote,…

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November 9, 2025 | 2:28 PM by Jay Kunstman

Illumina (ILMN) – Import Ban Lifted

Last week, it was reported that the Chinese Ministry of Commerce (MOFCLM) announced it will lift the existing import ban on Illumina (ILMN) sequencers, effective November 10th. This decision followed…

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November 9, 2025 | 2:20 PM by Jay Kunstman

Catalyst Watch – Parsons (PSN)

On October 1st during our Conversations recording, we would call out a very specific catalyst as it pertained to Parsons (PSN). See the snapshot below: Fast forward just over a…

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October 19, 2025 | 3:37 PM by Jay Kunstman

Earnings Callouts – Week of October 13th (ACI, IBKR, IIIN, JBHT, LBRT, SCHW)

Albertsons (ACI) | Commentary via Telsey analyst Joseph Feldman: “Albertsons reported better-than-expected 2Q25 results—unadjusted ID sales of 2.1% (adjusted ID sales, ex-Colorado labor strikes, of 2.2%) vs. our forecast of…

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October 15, 2025 | 3:11 PM by Jay Kunstman

Jaguar Market Digest – October 15

Sector Performance: Today’s Movers: One Story That Stood Out: Vornado Realty Trust (VNO) – Evercore ISI analyst Steve Sakwa hosted a property tour & dinner with Vornado’s senior management where…

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