Friday 6 Sep 2019 Morning Notes

Alright, who am I kidding? I can't stay away even when I need to. Therefore, I'm on Animal House-style "double secret hiatus".

Earnings: Yesterday AMC: CRWD, LULU, ZM; DOCU, DOMO, GWRE, ZUMZ
Today BMO: FIZZ, GCO,

Other News:

Follow Through Names to Watch: MDB, WORK

GAINERS:

GRUB: +10% at 65 on partnership with MCD;

LOSERS:

FLAT: 

Follow through watch:
 

Day before Y'day AMC: PANW; AVAV, MDB, WORK
Yesterday BMO: CIEN, SIG;

Y'day Other News: MTCH tanked 10% during market hours on report that FB would launch dating service. I really lament not being around for when that report broke, tremendous risk/reward in September options on that one; TNAV got crushed during market hours on report that it lost its partnership deal with GM; BGNE dropped during market hours on a stinging short report, thinly traded options kept me from trying to flip a straddle on it; 

2 days ago AMC: COUP, HQY

2 days ago BMO: AEO, NAV; MIK

2 Day Old News: FTV to separate into 2 different companies; MIK: +18% at 6.64 on earnings, saw huge call buys in Sep and Oct OTM 7.5 calls; TPR: +2% at 21 on management change; SBUX: -2% at 94 on guidance; TSN -2% at 91 after lowering guidance; 

TT Track of the Day: In honor of being on "double secret hiatus", I'm going with the "I gave my love a..." song from Animal House