Thursday, March 29, 2018

Thursday 29 March 18 Morning Notes

Today is quarterly opex thanks to tomorrow's market holiday. I stayed up late last night to watch my man Juan Martin Del Potro win in a nail-biter 3rd set match tiebreak against Raonic who was firing in some seriously hot serves. Great match!

Earnings: Yesterday AMC: GME; PRGS, PVH
Today BMO: STZ

Other News:  OSTK decides to can its proposed 4m share stock offering due to "market conditions", lol. Trump is out tweeting that AMZN isn't paying enough taxes and is using the postal service as its monkey boy; POST pops 11% on proposed IPO for its Private Brands biz; FB being defended and co. eliminating data vendors from accessing data; CME to buy NEX for $5b;
Follow Through Names to Watch: LULU, RH, WBA, BB




Follow through watch:
Day before Y'day AMC: LULU, RH, SCVL, SONC
Yesterday BMO: BB, WBA; TEUM

Y'day Other News: SHPG rips 22% on report of possible t/o bid; TWTR got taken to the cleaners y'day, dropping over 10%, currently down -1.3%; TSLA pain continues as everyone realizes it has no money to do anything, -4%; PLT to acquire Polycom for $2b; AAPL pt cut from GS to 159; CXO acquires RSPP for $9.5b; EFX names new CEO; PEB proposes share for share merger with LHO (+15%); EDGE -85% on drug news; CACI confirms it withdrew offer for CSRA; FB remains in the news for its user data issues; GE ripped y'day on rumors of Buffett stake;

2 days ago AMC: RHT
2 days ago BMO: MKC

2 Day Old News: LFIN getting crushed on reports that it's an outright fraud, and from what I've read I'd be surprised if it wasn't. OSTK -9.5% on secondary offering, controversial name;

TT Track of the Day: Definitely ending the 1st quarter with the background music to level 2 in Nintendo's Double Dragon

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