Wed 27 May 2020 Morning Notes

The market moving higher here, up 1% in the pre-mkt, while Covid related names rally (cruiselines, airlines, theme parks, etc).

Earnings: Yesterday AMC: STNE, TSCO; HEI, KEYS, VSAT, 
Today BMO:

Other News: 

Follow Through Names to Watch: DE, FL, PANW, SPLK

GAINERS:

LOSERS:

FLAT:

Follow through watch:

Day before Y'day AMC:  
Yesterday BMO: AZO

 Y'day Other News: SIX, SEAS, RCL, NCLH all popping on vaccine hopes and reopening plans; ARGX: +25% at 197.25 on drug data; NVAX: +16% at 53.30 on drug news; MRK: +3.4% at 78.99 on drug news and plans to acquire drug co. Themis; HTZ: -36% at 1.83, filed ch. 11 bankruptcy. Spent about a half hour scoping out 1x2 ratio put spreads in the name on Friday, didn't pull the trigger. Those will crush it this morning.

2 days ago AMC: HPE, INTU, NVDA, PANW, SPLK; DECK,
2 days ago BMO: BABA, DE, FL, PDD

2 Day Old News: PANW: +6.9% at 245; SPLK: +6.6% at 174; MRNA: +5.9% at 71 on Fauci comments; HPE: -7% at 9.63;

TT Track of the Day: Wonka - playing the musical lock