Friday, June 29, 2018

Friday 29 Jun 18 Morning Notes

What a start to 2018!! I'd be perfectly content with doing half as good in 2H '18 as I've done thus far!

Earnings: Yesterday AMC: NKE +10%, KBH +7%
Today BMO: STZ -5%; GBX

Other News: DERM +25% at 11 on positive drug news; XLRN +19% on positive drug news; VRTX +8% on drug approval in Canada; XLF banks pop on stress test results and massive buyback news and dividend increases; BABA -2.4% on cautious comments from M Science
Follow Through Names to Watch: BBBY, WBA, ACN, CVS, CALM



Follow through watch:
Day before Y'day AMC: BBBY, PRGS, RAD
Yesterday BMO: ACN, MKC, WBA

Y'day Other News: AMZN announces launch of pill pharmacy sending WBA, RAD, CVS, ESRX etc lower;

2 days ago AMC: AVAV, SONC,
2 days ago BMO: CAG, GIS

2 Day Old News: GBT -11% on drug news; AQXP implodes 85% to 2.50 on drug news; PF -4% on disappointing offer news, this comes after 2k puts traded y'day on the name; Intelstat I +22% on stake from Kerrisdale; WWE +10% on network deal report; GE continues to pop higher after news y'day; CARA rips 20% on positive drug data, had seen calls accumulating in the name;

TT Track of the Day: How did I manage to F this up?? Completely failed to honor Pantera's drummer Vinnie Paul who passed away this past weekend, so here's Primal Concrete Sledge by Pantera. RIP Vinnie Paul!

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