Thursday 26 Sep 2019 Morning Notes

Earnings: Yesterday AMC: ACN, CCL,
Today BMO:

Other News: 

Follow Through Names to Watch: MO, PM, NKE

GAINERS:

BYND: +16% at 160 on MCD deal;

LOSERS:

ENTA: -17% at 59 on drug data;
CCL: -7% at 44.75 on earnings; 

CTRP: -3.8% at 30.80 after BIDU said to sell stake;
ACN: -1.5% at 188 on earnings; 

FLAT: 

Follow through watch: 

Day before Y'day AMC: NKE; CTAS, SNX

Yesterday BMO: 

Y'day Other News: SNX: +8% at 103.5 on earnings; PM: +7% at 76.60 on MO deal falling through; MPC: +5.7% at 59 on activist stake; NKE: +5% at 91.60 on earnings, sitting right at straddle breakeven; CTAS: +3.3% at 260 on earnings; MO: +1.2% at 41.50 on PM deal falling through; TDOC: -5.5% at 67 on competition from AMZN; AVGO: -4% at 271 on convertible offering; EBAY: -2% at 38.70 on CFO headlines; MTCH dropped 6% during mkt hours on FTC complaint of false advertising, stock was at 72 and the 70/75 strangle was going for around 4.65, hit 6.50 w/in 15 minutes as stock dropped to 68 and IV ripped from 48 to over 60

2 days ago AMC:

2 days ago BMO: AZO, BB, JBL, KMX, NIO

2 Day Old News: FLR announces strategic business plans going forward and slashes dividend; HOG announces its biz plans and offers guidance; JBL: +4% at 32.67 on earnings; KMX: +3% at 90 on earnings; AZO: flat at 1150 on earnings;

TT Track of the Day: Bishop Briggs - White Flag