Thurs 23 Jul 2020 Morning Notes

Flipped a quickie in the ISRG 670 straddle for some quick bucks, then heaved up a small brick in NTRS on the 75 straddle. Expected IV to continue to run, but it didn't and I had to eat a small loss, ate a small portion of my ISRG straddle profit.

Earnings: Yesterday AMC: ALGN, CMG, CSX, DFS, LVS, MSFT, TSLA, WHR
Today BMO: AAL, ADS, BX, CTXS, DOW, FCX, HSY, KMB, LUV, PHM, T, TECK, TSCO, TWTR, UNP

Other News:

Follow Through Names to Watch: SNAP, COF, NTRS

GAINERS:
PHM: +5.2% AT 41.50;
TSLA: +4.4% at 1662;
WHR: +3.8% at 152.50;
TWTR: +3.7% at 38.30
HSY: +3.5% at 143.25;

LOSERS:
ALGN: -3.5% at 307;
DFS: -2.4% at 49.50;

FLAT:

Follow through watch:

Day before Y'day AMC: AMTD, COF, IRBT, ISRG, SNAP, TXN, UAL; OLLI
Yesterday BMO: BIIB, CSTM, HCA, KEY;

Y'day Other News: HCA: +5.5% at 115.40; PFE: +5% at 38.65 on drug data; OLLI: +4% at 102.5; SPOT: +3.6% at 286.36 on music license agreement; FE: -10% at 30.80 on more bad news; SNAP: -6.6% at 23.11; COF: -4% at 60.20; IRBT: -4% at 82.20; FE got hit with a subpoena after hours yesterday which sent the stock dropping even lower than it had during the regular session, finishing down 20% on the day with IV up close to 100%. 

2 days ago AMC: IBM
2 days ago BMO: KO, LMT, PM, SYF

2 Day Old News: NBEV: +50% at 2.60 on merger; (permanent great short); OMI: +26% at 10.03 on guidance; HIBB: +20% at 28 on guidance; FL: +6% at 29.32 on HIBB sympathy; IBM: +4.5% at 132.06; DKS: +4% at 42.25 on HIBB sympathy; KO: +3% at 47.53; LMT: +3% at 377.50; ACAD: -12% on drug data; SYF: at 22.40;  

TT Track of the Day: Creedence - Proud Mary