Thursday, July 20, 2023

Thursday 20 July 2023 Morning Notes

No trades of note yesterday. Flipped some JOBY Jan $10 puts I had bought a couple weeks ago, but it looks like those gains will be washed out by my CVGW 35 puts going nowhere after I pressed for more on Tuesday and lost.

Somewhat remarkable that with all of the names posting earnings, none are gapping higher than 4%, likely due to the pre-earnings run-ups many experienced leading into #s

Yesterday AMC: AA, DFS, IBM, LVS, NFLX, TSLA, UAL, ZION
Today BMO: AAL, ABT, BX, DHI, FCX, FITB, JNJ, KEY, NEM, PM, TFC, TSM

Other News:

Follow through names to watch: CVNA

GAINERS:


LOSERS:

DFS: -15% at 103, largest gap move in the past 5yrs;

Follow through watch:
Day before Y'day AMC: WAL
Yesterday BMO: ALLY, ASML, ATVI, CVNA, ELV, GHN, GS, HAL, USB

Y'day Other News:


2 days ago AMC:
2 days ago BMO: BAC, LMT, MS, PNC, SCHW

2 days ago Other News: MASI: -28% at 105 on guidance, OUCH!:

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