Monday 5 March 18 Morning Notes

Earnings: Yesterday AMC:
Today BMO:

Other News: Trump seems intent on kicking off a no-joke trade war; XL gets t/o deal at $57.60/share, a +30.5% premium. Options action was hot in the name with March 42, 45 and 46 calls seeing heavy action leading up to deal; DERM smoked -64% on failed acne drug trial, shares at 9.30 in premkt;

      

Follow Through Names to Watch: AMBA, EFX, NKTR, PBYI, SPLK, JD

GAINERS:

LOSERS:

FLAT:

Follow through watch:
Day before Y'day AMC: AMBA, EFX, GPS, NKTR, PBYI, SPLK, SRPT, VMW, YPF
Yesterday BMO: JD

Y'day Other News: Trump's steel tariffs are all the talk this morning, and the suspected reason why the mkt sold off y'day afternoon; X caught a d/g from BAML and is -2.5% at 44.90; AOBC smoked on earnings after warning, RGR -9% on sympathy; MCHP to buy MSCC at a 5% premium; MCD -3% at 150 on d/g and reduced PT from RBC;

2 days ago AMC: BBY, BUD, KSS;
2 days ago BMO: CRM, MNST, MYL;

2 Day Old News: OSTK and RIOT dropping after receiving subpoenas from the SEC regarding their "blockchain" intentions; Icahn acquires stake in NWL sending NWL +10% to 27.50. 

TT Track of the Day: 50 Cent - many men