Monday, April 30, 2018

Monday 30 Apr 18 Morning Notes

Earnings: Yesterday AMC:
Today BMO: AGN, AKS, EPD, MCD, MPC

Other News: Busy morning in M&A land.. S and TMUS to merge in $126b deal; MPC to buy ANDV at 14% premium; STDY +77.4% (UTHR to acquire SteadyMed (STDY) for $4.46/share in cash at closing); ANDV +16.8% (to be acquired by Marathon Petroleum (MPC) in a $23.3 bln deal); DCT +12.1% (to be acquired by Prologis (PLD) for $8.4 bln in a stock-for-stock transaction); ILG +5.4% (to be acquired by Marriott Vacations Worldwide (VAC) for approximately $4.7 bln in cash/stock)
    
Follow Through Names to Watch: CHTR, FLEX, FSLR, AMZN, EXPE

GAINERS:
ANDV: +11% at 136
MCD: +4.4% at 165.22

LOSERS:
S: -13.5% at 5.63
MPC: -7.4% at 74.50
TMUS: -2.4% at 63

FLAT:

Follow through watch:
Day before Y'day AMC: AMZN, BIDU, DFS, EXAS, EXPE, FLEX, FSLR, HIG, INTC, MAT, MSFT, NOV, SBUX, VRTX, WDC, X
Yesterday BMO: CCJ, CHTR, CL, COG, CVX, DOV, LYB, PSX, SNE, WY, XOM

Y'day Other News:

2 days ago AMC: AFL, AGNC, ALGN, AMD, CMG, EBAY, EFX, F, FB, FFIV, GG, LVS, NOW, PYPL, QCOM, T, TRN, V, XLNX
2 days ago BMO: AAL, ABBV, ALXN, BAX, BMY, CME, COP, DHI, GM, HSY, IP, ITW, KKR, LUV, MGM, MO, NEM, NOk, PEP, PX, RCL, SHPG, SPGI, TSCO, TWX, UNP, UPS, VLO

2 Day Old News:

TT Track of the Day: Joe Jackson - Steppin Out

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