Jaguar Java

Travel and Leisure stocks ready to rally for next couple weeks/months

August 24, 2020

We are seeing strong green shoots in travel / leisure stocks as covid-19 cases come down, US hospitalization rate improves, progress for vaccine improves, and most importantly people finally become accustomed to wearing a mask and going about their normal life. Several travel data points discussed, all showing sequential improvement and large call buyers are starting to step into the group.

 

Stocks discussed: $MAR $HLT $BKNG $EXPE $TRIP

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