Conversations with Jaguars – January 11 (Improving Inventory, Nice Pre-Announcement, JaguarMedia Preview)

FESCH.TV INFORMIERT:

$AAL is pre-announcing better than expected Q4 results this morning despite the Omicron surge. Meanwhile stock has pulled back recently, so watch the entire travel space for recovery. While nobody is paying attention to this key metric, auto inventories have now started to improve after hitting a low point of 59% below the 5-year average. This is very positive for all auto supplies including $MGA in which we bought calls in webinar last week, as well as $LEA, $BWA, $GNTX and $VC. Forward earnings estimates have been cut for the entire group while their weekly charts are basing and looking to breakout. $BBW is spiking this morning after pre-announcing strong results and Jay perfectly timed the entry with a bullish view presented in Weekend Research on Sunday. Is Call of Duty dying? We try to answer this question related to $ATVI and cover other things after we saw put option buying yesterday. Lastly, a quick preview of utility company $CNP in which we plan to do a JaguarMedia presentation tomorrow, stay tuned for that.