Thursday 8 March 18 Morning Notes

Earnings: Yesterday AMC: COST, CZR;
Today BMO: AEO, KR, NAV, SHLD;

Other News: CI in talks to buy ESRX, ESRX + 17% 85; YY rips 6.5% to 135 after tencent makes investment in co; 

      

Follow Through Names to Watch: 

GAINERS:
NAV: +1sd at 38

LOSERS:
KR: -3.1sd at 24.50


FLAT:
COST: at 186.60

Follow through watch:
Day before Y'day AMC: ADSK, PTCT, UBRN,
Yesterday BMO: ANF, DLTR, MOMO

Y'day Other News: Cohn resigns, signalling trade war may be imminent; WTW trading lower at 58.00 on news that Oprah is selling some of her shares in the co.

2 days ago AMC: YY
2 days ago BMO: CIEN, TGT

2 Day Old News: CHUBA +23% on t/o by GTCR and Sycamore Partners at 22.75/share; WBAI halted for news; YY initially gapped higher after earnings then got smoked as the stock reveresed for -10%; CREE announced acquisition in the pre-mkt, I missed this news. Stock ended up rallying over 10% on the day.

TT Track of the Day: Primus - Mr Krinkle