Thursday 7 Nov 2019 Morning Notes

Earnings: Yesterday AMC: AAOI, BIDU, CTL, CVNA, EOG, ET, EXPE, FOSL, FOXA, GERN, IQ, MRO, NKTR, PBYI, QCOM, ROKU, SQ, TRIP, WYNN,
Today BMO: ABC, AMC, CAH, DISH, GOGO, HIMX, NRG, RL, SEAS, TEVA, ZTS,

Other News: 

Follow Through Names to Watch: PLT, COTY, CPRI, CVS,

GAINERS:

DXCM: +19% at 183 on earnings;

LOSERS:

 BAND: -16% at 46.50, saw heavy put trading in the Nov 50s prior to announcement; 

FLAT: 

Follow through watch:  

Day before Y'day AMC: DVN, PAA, WLL, WW; GWPH, NUS, NEWR, MTCH, FANG, PLT, 

Yesterday BMO: COTY, CPRI, CVS, CYBR, HUM, IONS,LL, PRGO, PZZA; 

Y'day Other News: UBER lockup expires today, stock off -5% in pre-mkt. I was wondering why IV remained jacked after posting earnings yesterday, figured something was afoot. WBA had report during mkt hours yesterday of possible LBO, stock popped 3% on that news; KAR got smoked on earnings, 10k Nov 25 puts stuck out like a *raging* sore thumb since it was almost ALL of the put OI; 

2 days ago AMC: CC, ED, HIG, MAR, MOS, NTR, OXY, PXD, SHAK, THC, TNDM, UBER; 

2 days ago BMO: AGN, AMRN, BDX, EMR, ICPT, MYL, REGN, TPR; 

2 Day Old News: PTON reports Wednesday BMO and I can't believe how cheap options are. Seems like they should be pricing in at least a +/- 20% move, currently priced at +/- 13.5% which implies a move of about 8%.

TT Track of the Day: Whitney Houston - Wanna dance with somebody