Thurs 25 Jun 2020 Morning Notes

God damn did I leave a lot of the money on the table flipping a SYY straddle yesterday, ugh! I set a limit sell because I wasn't around to manage it and didn't want to try to nurse it while on the road. Though, had I been around it probably would have gone nowheres..

Earnings: Yesterday AMC: BB; KBH
Today BMO:

Other News:

Follow Through Names to Watch: DELL, VMW

GAINERS:
RAD: +13% at 14.55;
ALLY: +8.5% at 19.90, terminates $2.35b deal for Cardworks;
ACN: +4% at 210;


LOSERS:
QURE: -15% at 53.65 on drug data;
KBH: -13% at 28.90;
BB: -5.5% at 4.65;

FLAT:

Follow through watch:

Day before Y'day AMC: AVAV, LZB,
Yesterday BMO:

Y'day Other News: DELL: +14% on WSJ report it's looking to sell VMW stake; VMW: +9% on DELL news;

2 days ago AMC: 
2 days ago BMO:  

2 Day Old News: TBIO: +52% at 25 on deal with SNY to manufacture vaccines; INO: +10% at 17 on $72m to build Covid devices for govt; FSLY: +6% at 77.80, cuz why not? Stock is up like 50% in 5 days; IDEX: -9% at 3.00 on shelf offering; SPR: -4.8% at 25.90 on BA related supply issues;

TT Track of the Day: Steve Miller Band - Take the money and run, generally my theme when flipping weeklys