Thursday, August 1, 2019

Thurs 1 Aug 2019 Morning Notes

EarningsYesterday AMC: ACAD, APA, CF, CRUS, CTSH, LRCX, MCK, MET, OLN, OXY, QCOM, TWLO, WDC, WLL, WMB
Today BMO: ABC, ADM, AKRX, CI, CLX, DD, GM, GPOR, HFC, MPC, MT, SHOP, VZ, W

Other News: Fed cut rates 25 bps yesterday, which wasn't a surprise but doesn't exactly speak to the strength of the economy; BYND announces secondary at 160/share; MYGN ripped during market hours on report of deal with UNH;

Follow Through Names to Watch: GRMN, OKE, AAPL, 

GAINERS:


LOSERS:


FLAT: 

Follow through watch:
 
Day before Y'day AMC: AAPL, AKAM, AMD, AMGN, BIDU, BP, EA, FEYE, GILD, MDLZ, OKE
Yesterday BMO: ADP, AMRN, AMT, CME, EPD, GE, GRMN, HES, HUM, SPOT, SSYS, TAP


Y'day Other News: Fed announcement this afternoon at 2pm;
2 days ago AMC: BYND, DISH, ILMN, NOV, NTR, NXPI,
2 days ago BMO: CMI, COP, DHI, ECL, ETN, GLW, GRUB, HCA, LLY, MA, MO, MRK, PFE, PG, RL, UAA

2 Day Old News: London Stock Exchange in talks to buy Refinitive from Blackrock in possible $27b deal; BYND reports AMC today, stock has been ripping bigly into numbers, presumably as shorts cover/get margin called with stock at all time highs; EXAS to buy GHDX in $2.8b deal; PH to acquire Exotic Metals for $1.7b;

TT Track of the Day: It's yacht rock season, Christopher Cross - Sailing

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