Tuesday, July 19, 2022

Tuesday 19 July 2022 Morning Notes

No trades of note yesterday, eyeballed some IBM put ratios heading into #s but didn't see anything I liked. NFLX on the other hand has some real potential for put ratios with implieds wildly juiced.

Yesterday AMC: IBM

Other News:

Follow through names to watch:

WFG: +24% at 103 on M&A spec;
STIM: +20% at 4.35 on drug news;
NCR: +9.6% at 31.88 on M&A spec;
HNST: +9% at 3.50 on product rollout at WMT;

IBM: -5.4% at 130.70;

Follow through watch:

Day before Y'day AMC:
Yesterday BMO: BAC, GS, SCHW, SYF

Y'day Other News:

2 days ago AMC:
2 days ago BMO: BK, C, PNC, UNH, USB, WFC

2 days ago Other News: EVTL: +21% at 3.52 on AAL order; PINS: +16% at 20.36 on WSJ report of Elliot Mgmt stake; UNH: +3% at 518; IIPR: -10% at 100 on disclosure of tenant defaulting on rental payments;

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