Friday 13 Apr 18 Morning Notes

Big morning for bank earnings and my datafeed is finally back up. 

Earnings: Yesterday AMC: 
Today BMO: C, JPM, WFC; FHN, INFY, FRC, PNC

Other News: AVGO +4% after announcing $12b share repurchase program; STMP -4% after Trump signals intentions to audit post office; Z -7% at 49.40 on weak guidance; DBX -7% at 31.20 on Nomura p/t of 21; TEN -0.7% at 54 after d/g this AM, announced $5b deal earlier this week, shares off 10% since; ANET -3% on d/g

    

Follow Through Names to Watch: BBBY, DAL, BLK

GAINERS:

LOSERS:

FLAT:

Follow through watch:
Day before Y'day AMC: BBBY
Yesterday BMO: BLK, DAL; OZRK

Y'day Other News: YNDX and RSX both bouncing back up after Trump renegs on his prior threats; QNST +10% after pre-releasing numbers following short piece by Kerrisdale;

2 days ago AMC:
2 days ago BMO: FAST

2 Day Old News: ALOG agrees to a takeunder, shares -14% for a $1.1b deal; AVAV pops 4% to 49.80 on an u/g; AAOI +5% at 27 on positive comments; FB follow through after Zuck testimony y'day; QNST short report from Kerrisdale, stock -15% at 10.40. QNST saw 2k of the Apr 10 puts trade y'day afternoon after 3pm, lol; BW getting thrashed this morning, after guidance - company has been getting smoked for past year;

TT Track of the Day: LL Cool J - Jingling Baby.. Classic!