Tuesday 3 Sep 2019 Morning Notes

Earnings: Yesterday AMC:
Today BMO: CONN

Other News: ULTA got trounced on Friday and I wouldn't be surprised to see more action in the name today/this week;

Follow Through Names to Watch: ULTA

GAINERS:

MDCO: +15% at 46 on positive drug data;
CONN: +15% at 23.15 on earnings;

LOSERS:

FLAT: 

Follow through watch:
 

Day before Y'day AMC: AMBA, AOBC, MRVL, ULTA, WDAY; COO, YEXT, DELL
Yesterday BMO: CPB;

Y'day Other News:

2 days ago AMC: FIVE, OKTA; ESTC, OLLI, NTNX, SCVL

2 days ago BMO: ANF, BBY, BURL, DG, DLTR;

2 Day Old News: OLLI smoked on earnings, saw huge OTM put buys in Sept 80 and 70 Puts with a net debit of around $1.9m, positions are now worth somewhere around $10m;

TT Track of the Day: Cream - crossroads