Wednesday, September 27, 2017

Wednesday Sept 27 Morning Notes

Earnings: Yesterday AMC: MU, NKE 
Today BMO:   

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

Follow Through Names to Watch: UBNT, TWLO, RHT     
MU: +3.7sd at 36.15, 3.5m, b/a 0.02. 1sd = 1.5%, SDR = 7%

NKE: -3.6sd at 52.25, 441k, b/a 0.05. 1sd = 0.75%, SDR = 5%

Follow through watch:
Day before Y'day AMC: RHT 
Yesterday BMO: CCL, FDS

Y'day Other 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";   

2 days ago AMC:   
2 days ago BMO: KMX
2 Day Old News: ICPT got crushed y'day, down 25%; Cowen d/g's X this am, stock -3%; GRUB -5% on news that AMZN is legging into its space; PSX to sell assets to PSXP mlp in $2.4b deal;

TT Track of the Day: Timbaland - the way I are

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