Friday, July 15, 2022

Friday 15 July 2022 Morning Notes

I'm back from a mini-vacation... Bought back my PLRX puts, then watched them as they went no-bid, leaving some cash on the table (but risk off the table). Bought back my COWN short 40 and short 35 calls, IV remains wildly juiced in the name. I'm really not a fan of trying to manage trades while on the road, especially when I'm short options.

Yesterday AMC:
Today BMO: BK, C, PNC, UNH, USB, WFC

Other News:

Follow through names to watch: PLRX

GAINERS:
EVTL: +21% at 3.52 on AAL order;
PINS: +16% at 20.36 on WSJ report of Elliot Mgmt stake;
UNH: +3% at 518;

LOSERS:
IIPR: -10% at 100 on disclosure of tenant defaulting on rental payments;

Follow through watch:

Day before Y'day AMC:
Yesterday BMO: CAG, JPM, MS

Y'day Other News:


2 days ago AMC:
2 days ago BMO: DAL

2 days ago Other News:

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