Friday, November 3, 2023

Friday 03 Nov 2023 Morning Notes

No trades of note yesterday, other than closing out 90% of my PFIX position at a panic sale around just north of $99/share. It's 10% higher than the $90 I almost flipped for a few weeks ago, but roughly 15% less than the $114/share I had everything loaded up to sell last week, but set slightly higher limit-sell orders which obviously never got hit. I'll take a portion of the proceeds and pick up some of HB's MBS fund set to launch next week, assuming that I can purchase it at or below NAV.

I'm waiting on a materials delivery to my house, I'm guessing it shows up at exactly market open, when I tend to do the most damage trading.

Yesterday AMC: AAPL, BILL, BKNG, COIN, CVNA, DBX, DKNG, EOG, EXPE, FTNT, GDDY, NET, PARA, PXD, RDFN, RKT, SQ, STEM, SWKS, SWN, TEAM, WW,

Today BMO: CAH, CBOE, EDIT, IEP, PAA

Other News:

Follow through names to watch: ABNB, CAR, CI, ELF, ROKU, SEDG, SBUX, SHAK,, SHOP, Z

GAINERS:


LOSERS:

Follow through watch:

Day before Y'day AMC: ABNB, AFL, AIG, ALB, APA, CAR, CF, CLX, CWH, DASH, EA, ELF, ETSY, FSLY, HLF, LMND, MCK, MDLZ, MELI, MET, MRO, MSTR, NTR, NVRO, PYPL, QCOM, ROKU, SEDG, SMCI, SRPT, WMB, Z
Yesterday BMO: BAX, BBIO, BHC, CI, COP, CROX, FOXA, GOLD, LLY, LNG, MAR, MRNA, NVO, PENN, PLTR, PTON, RACE, REGN, SBUX, SHAK, SHOP, SO, SPGI

Y'day Other News:

2 days ago AMC: AMD, CZR, FSLR, MTCH
2 days ago BMO: APLS, APO, CVS, DD, GNRC, GOOS, GSK, HUM, KHC, NCLH, SPWR, TGTX, W

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