Monday, September 25, 2023

Monday 25 Sep 2023 Morning Notes

Skipped trading on Friday to take advantage of the weather to rip my dirt bike around, no #ragrets. Aside from the bond bloodbath, there isn't much else going on.

Yesterday AMC:
Today BMO:

Other News:

Follow through names to watch:

WSM: +9% at 152.60 after Green Equity Investors IX increased stake to 5%;


Follow through watch:

Day before Y'day AMC:
Yesterday BMO:

Y'day Other News:

2 days ago AMC: FDX, KBH
2 days ago BMO: VFS

2 days ago Other News: CSCO to acquire SPLK for $157 in cash, roughly at $28b deal; SPLK: +21% at 144.30 on CSCO deal; FDX: +4.6% at 262.20; AVGO: -5.7% at 783, GOOG looking to replace Broadcom chips; CSCO: -4% at 53.20 on SPLK deal; KBH: -4% at 46.10;

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