Monday 03 October 2022 Morning Notes

No trades of note on Friday

Yesterday AMC:
Today BMO:

Other News:

Follow through names to watch: NKE, CCL

GAINERS:
LOGC: +644% at 2.025 on deal to be acquired by AZN for $2.07 in cash tender;
MYOV: +36% at 24.55 after turning down an unsolicited offer to take co. private;
VSAT: +35% at 41 on $2.3b deal to acquire portion of VSAT biz

LOSERS:
APRN: -38% at 3.60 on guidance;

Follow through watch:

Day before Y'day AMC: MU, NKE
Yesterday BMO: CCL

Y'day Other News: FL on watch for NKE sympathy; NKE: -13% at 83.40; CCL: -8% at 8.40; DKS: -6% at 106; SKX: -5% at 32.32; FL: -5% at 32.37;

2 days ago AMC:
2 days ago BMO:

2 days ago Other News:

Friday 30 Sep 2022 Morning Notes

Can't believe the end of Q3 is here, I'm really going to have to step up my game in Q4 to hit a half-way respectable year. Been a tricky year, mostly due to scheduling commitments, but it is what it is.

Yesterday AMC: MU, NKE
Today BMO: CCL

Other News: FL on watch for NKE sympathy;

Follow through names to watch: ILMN, RAD, KMX, BBBY

GAINERS:

LOSERS:
NKE: -13% at 83.40;
CCL: -8% at 8.40;
DKS: -6% at 106;
SKX: -5% at 32.32;
FL: -5% at 32.37;

Follow through watch:

Day before Y'day AMC:
Yesterday BMO: RAD

Y'day Other News:

2 days ago AMC:
2 days ago BMO:

2 days ago Other News: BIIB: +40% at 277 on Alzheimer's drug news; BTRS going private for $9.50/share by EQT;

Thursday 29 Sep 2022 Morning Notes

Only trade of note yesterday was flipping a BIIB 285/300 1x2 call ratio established for a .93 avg credit for another .40 credit for a total credit of $1.33. I'm not around at all today to trade, which means I'm probably missing something good, hah.

Yesterday AMC:
Today BMO:

Other News:

Follow through names to watch: BIIB

GAINERS:

LOSERS:

Follow through watch:

Day before Y'day AMC:
Yesterday BMO:

Y'day Other News: BIIB: +40% at 277 on Alzheimer's drug news; BTRS going private for $9.50/share by EQT;

2 days ago AMC:
2 days ago BMO:

2 days ago Other News:

Wednesday 28 Sep 2022 Morning Notes

No trades of note yesterday, and will most likely be checking out early today to go to the MX track for a few laps.

Yesterday AMC:
Today BMO:

Other News:

Follow through names to watch: R

GAINERS:

LOSERS:

Follow through watch:

Day before Y'day AMC:
Yesterday BMO: NEOG

Y'day Other News: R rips 10% on report of takeover interest;

2 days ago AMC:
2 days ago BMO:

2 days ago Other News:

Tuesday 27 Sep 2022 Morning Notes

Only trade of note yesterday was a COST 435/430/425 1x1x1 weekly put ratio established for .26 credit, not much else that I was interested in.

Yesterday AMC:
Today BMO: NEOG

Other News:

Follow through names to watch:

GAINERS:

LOSERS:

Follow through watch:

Day before Y'day AMC:
Yesterday BMO:

Y'day Other News:

2 days ago AMC: COST, FDX
2 days ago BMO: SAVA: -24% at 38.50 on drug news; YETI: -6% at 30.40 on CFO leaving;

2 days ago Other News: