Thursday, January 17, 2019

Thu 17 Jan 19 Morning Notes

Earnings: Yesterday AMC: AA, CSX, KMI;
Today BMO: KEY, MS, PPG; FAST, TSM

Other News: WEX acquiring Discovery Benefits for $425m;


Follow Through Names to Watch: GS, BLK,

GAINERS:
CARS: +11%, explores sale;
PCG: +7%

LOSERS:
SIG: -17% at 28 on guidance;

FLAT:

Follow through watch:
Day before Y'day AMC: UAL 
Yesterday BMO: BAC, BK, BLK, GS, SCHW, USB; CMA, PNC

Y'day Other News: UAL: +6.2% at 86.25 on earnings; EFII: -27% at 19.90 on guidance; SNAP: -12% at 5.74 on CFO departure; JWN: -5.8% at 44.50 on holiday sales #s;

2 days ago AMC: 
2 days ago BMO: DAL, JPM, UNH, WFC

2 Day Old News: NFLX: +4.75% at 348 on sub price increase; BSX: +3% at 36.50 on Deal Reporter report of JNJ interest; SHW: -5% at 377.50 on guidance; GT got crushed -12% during mkt hours when it released reduced guidance. I had a chance to buy the straddle at +/-3.9% but didn't take it. Ugh!

TT Track of the Day: Craig Mack - Flava in ya ear remix ft. Notorious B.I.G., LL Cool J, Busta Rhymes and Rampage. Sending this one out to all the super white kids blaring rap at the ski slopes this season

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