Tuesday, April 11, 2017

Tuesday Apr 11 Morning Notes

Earnings: Yesterday AMC: 
Today BMO:

Other News: Buffet backed 3G reportedly interested in competing bid for PNRA; UAL down on bad press follow through; CRUS down on report of AAPL supplier concerns; AXON announced secondary and also received some positive analyst comments;

Follow Through Names to Watch:
WFM - Jana stake
UNFI - dropped -10% on Jana WFM proposal

YELP: +1.8sd at 33.64

CRUS: -3sd at 62


Follow Through Watch:
Day before Y'day AMC:
Yesterday BMO

Y'day Other News:
2 days ago AMC:  
2 days ago BMO

2 Day Old News: Dry shipping names (GOGL, DSX, SBLK) u/g at JPM. Y'day SALT ripped 10% after seeing unusual Apr 10 calls trade 1000x against OI of 380. 1400 traded on the day, OI at 1600 today; LMT, RTN popping on US missile strikes in Syria last night; TWLO +5.6% on an u/g

TT Track of the Day: B

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