Monday, October 3, 2022

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, September 30, 2022

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, September 29, 2022

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, September 28, 2022

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, September 27, 2022

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: