Monday 16 Apr 18 Morning Notes

Monthly opex week, should be a good one! Keeping my fingers crossed that LFIN remains halted through opex as I sold short the April 7.5 and 2.5 puts to finance June 7.5 and 2.5 puts. Also, hoping that they don't get exercised. Could be tricky considering locates for shares will be tough. 

Earnings: Yesterday AMC: 
Today BMO: BAC, JBHT, MTB, SCHW

Other News: ACIA getting taken to the cleaners -20% at 30, LITE and OCLR are also off about 10% a piece this AM; NAV pops 8% on report that VW is interested in a possible bid for the co.;

    

Follow Through Names to Watch: JPM, C, WFC, ANET

GAINERS:

LOSERS:

FLAT:

Follow through watch:
Day before Y'day AMC:
Yesterday BMO: C, JPM, WFC; FHN, INFY, FRC, PNC

Y'day 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 got taken to the cleaners during mkt hours, was down -3% in pre-mkt then tanked hard from 255 to 240 before closing at 245 after d/g; 

2 days ago AMC: BBBY
2 days ago BMO: BLK, DAL; OZRK

2 Day Old 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;

TT Track of the Day: Die Antwoord - Banana Brain