_conversations-with-jaguars-february-20-contract-award-pricing-deflation-channel-checks-gap-fill.jpg "Conversations with Jaguars - February 20 (Contract Award, Pricing Deflation, Channel Checks, Gap Fill) from i parcel amazon Video Screenshot Preview")
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⏲ Duration: 18 min 72 sec
✓ Published: 20-Feb-2024
✓ Published: 20-Feb-2024
Description:
--- Reiterating bull case for Elbit Systems ($ESLT) which was covered in detail in Jaguar 1Q24 Outlook. Please note this Israel-based defense contractor works in secrecy so you don't get a lot of news flow or street coverage. They announced $300 million defense contract this morning but no details provided. I am long common and I am expecting a breakout through key resistance between $215 and $220 range eventually with earnings in late March.nn--- Presenting a bear case for Whirlpool ($WHR) afte
--- Reiterating bull case for Elbit Systems ($ESLT) which was covered in detail in Jaguar 1Q24 Outlook. Please note this Israel-based defense contractor works in secrecy so you don't get a lot of news flow or street coverage. They announced $300 million defense contract this morning but no details provided. I am long common and I am expecting a breakout through key resistance between $215 and $220 range eventually with earnings in late March.nn--- Presenting a bear case for Whirlpool ($WHR) afte
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