Thursday 29 July 2021 Morning Notes

Flipped a few straddles and ratios, no real zingers but some decent $ overall.

Yesterday AMC: AFL, ALGN, CRSP, CTSH, CYH, EXAS, F, FB, HIG, IRBT, LRCX, NOW, PYPL, QCOM, SU, URI, XLNX
Today BMO: ADS, AMT, BAX, CMCSA, CTXS, FLEX, HSY, IP, MA, MO, MRK, NOC, OSTK, SO, SPGI, TAP, VLO, YUM

Other News:

Follow through names to watch: BA, SPOT,

GAINERS:


LOSERS:

Follow through watch:

Day before Y'day AMC: ADP, BA, BMY, CCJ, CME, CSTM, EPD, GD, HES, HUM, MCD, NSC, PFE, SHOP, SPOT, TEVA, TLRY, YNDX
Yesterday BMO: AAPL, AMD, ENPH, GOOG, GOOGL, JNPR, MAT, MDLZ, MSFT, NOV, OLN, QS, SBUX, TDOC, V

Y'day Other News:

2 days ago AMC: FFIV, RRC, TSLA
2 days ago BMO: ADM, BSX, CNC, FISV, GE, GLW, MMM, PHM, RTX, SIRI, SWK, TECK, UPS


2 days ago Other News:

Wed 28 July 2021 Morning Notes

China stocks continued to get hammered thanks to ever looming threat of CCP intervention, got to love a heavy-handed centrally controlled market!

Yesterday AMC: AAPL, AMD, ENPH, GOOG, GOOGL, JNPR, MAT, MDLZ, MSFT, NOV, OLN, QS, SBUX, TDOC, V
Today BMO: ADP, BA, BMY, CCJ, CME, CSTM, EPD, GD, HES, HUM, MCD, NSC, PFE, SHOP, SPOT, TEVA, TLRY, YNDX

Other News:

Follow through names to watch: ATVI

GAINERS:


LOSERS:

Follow through watch:

Day before Y'day AMC: FFIV, RRC, TSLA
Yesterday BMO: ADM, BSX, CNC, FISV, GE, GLW, MMM, PHM, RTX, SIRI, SWK, TECK, UPS

Y'day Other News:

2 days ago AMC:
2 days ago BMO: HAS, JD, LMT


2 days ago Other News:

Tuesday 27 July Morning Notes

 Missed Friday's day of trade, China education stocks GOTU (GSX) and TAL got smoked, and are getting even more smoked this morning. This is what anyone gets for thinking it's a good idea to invest in anything based in China.

Yesterday AMC: FFIV, RRC, TSLA
Today BMO: ADM, BSX, CNC, FISV, GE, GLW, MMM, PHM, RTX, SIRI, SWK, TECK, UPS

Other News:

Follow through names to watch: HAS, JD

GAINERS:


LOSERS:

Follow through watch:

Day before Y'day AMC:
Yesterday BMO: HAS, JD, LMT

Y'day Other News:

2 days ago AMC: COF, INTC, SKX, TWTR, SNAP
2 days ago BMO: AXP, HON, KMB, SLB

2 days ago Other News: VERI: +13.7% at 21.26 on acquisition;

Monday 26 July 2021 Morning Notes

Missed Friday's day of trade, China education stocks GOTU (GSX) and TAL got smoked, and are getting even more smoked this morning. This is what anyone gets for thinking it's a good idea to invest in anything based in China.

Yesterday AMC: 
Today BMO: HAS, JD, LMT

Other News:

Follow through names to watch: SNAP, TWTR

GAINERS:


LOSERS:

Follow through watch:

Day before Y'day AMC: COF, INTC, SKX, TWTR, SNAP
Yesterday BMO: AXP, HON, KMB, SLB

Y'day Other News:

2 days ago AMC: CSX, DFS, KMI, LVS, THC, TXN, WHR
2 days ago BMO: AAL, ABT, BIIB, BX, CLF, DHI, DOW, DPZ, FCX, LUV, NEM, NUE, T, UNP

2 days ago Other News: VERI: +13.7% at 21.26 on acquisition;

Fri 23 Jul 2021 Morning Notes

Flipped a nice trade in a DPZ wkly 487.5 straddle, then watched it go from where I sold at 12.70 to 50.. ouch! Also shorted some Aug 40 calls on a Betaville rumor in LRN. I'm missing today's trade though.

Yesterday AMC: COF, INTC, SKX, TWTR, SNAP
Today BMO: AXP, HON, KMB, SLB

Other News:

Follow through names to watch: DPZ

GAINERS:


LOSERS:

Follow through watch:

Day before Y'day AMC: CSX, DFS, KMI, LVS, THC, TXN, WHR
Yesterday BMO: AAL, ABT, BIIB, BX, CLF, DHI, DOW, DPZ, FCX, LUV, NEM, NUE, T, UNP

Y'day Other News: VERI: +13.7% at 21.26 on acquisition;

2 days ago AMC: CMG, ISRG, NFLX, UAL
2 days ago BMO: ANTM, ASML, HOG, JNJ, KO, STX, VZ

2 days ago Other News: ZM to acquire FIVN at a 10% premium;