Friday, May 18, 2018

Friday 18 May 18 Morning Notes

Heaved up my first big brick in a long time y'day in an ill-advised straddle. Got cocky, figured I had things nailed and got pawned on terrible risk/reward from the long side. 

Earnings: Yesterday AMC: AMAT, JWN; RAVN, TARO, VNET
Today BMO: CPB, DE

Other News: BIDU -4% on news that its AI chief is stepping down; GOOGL -1% after announcement that it'll be featured negatively on 60 minutes; CPB announces earnings and CEO announces retirement effective today; PYPL +1% after it makes $2.1b acquisition to better compete with SQ which is -3% on the news; SYF increases dividend and announces $2.2b buyback authorization;
Follow Through Names to Watch: BZUN, NTES, TTWO, DDS, PLCE




Follow through watch:
Day before Y'day AMC: CSCO, NTES, TTWO; FLO, JACK

Y'day Other News:

2 days ago AMC:
2 days ago BMO: CSIQ, M; BOOT, PETQ

2 Day Old News: ABAX +15% on neews that ZTS to buy firm in $1.9b deal; TEVA +4% to 21.15 as Buffet adds to stake;

TT Track of the Day: Timmy Trumpet & Savage - Freaks. Everyone at my college is lucky this song came out 10 years after I graduated. I would have been blaring this out my dorm window non-stop.

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