Thursday, September 28, 2017

Thursday Sep 28 Morning Notes

Earnings: Yesterday AMC: JBL, THO
Today BMO: ACN, BBRY, RAD; MKC, MTN, CAG, CMD

Other News: DXCM -25% after FDA approves ABT's (+4%) glucose monitoring system; HAIN +7% on pact with activist in board overhaul; GS u/g's BLK (+1%);

Follow Through Names to Watch: NKE, MU, TWLO,       
 
GAINERS:


LOSERS:


Follow through watch:
Day before Y'day AMC: MU, NKE 
Yesterday BMO

Y'day Other News: TWLO bouncing +5.5% after getting knocked y'day on news of AMZN entering its space; SQ popping on report PYPL might be looking to acquire it; WAIR saw some unusual call buying y'day, trading 150x ADV and well in excess of outstanding OI; KRNT cratering -25% on guidance cut

2 days ago AMC: RHT  
2 days ago BMO: CCL, FDS
2 Day Old News: Lots of tech names got hit y'day; UBNT to hold investor meeting today at 12:45, I tried y'day to snipe a straddle at +/- 11.3% but couldn't finagle it, thought the risk/reward was solid; EFX is halted #popcorn... the ceo is "retiring";

TT Track of the Day: The Doors - The End, via one of my favorite movies, Apocalypse Now:

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