Friday 25 Oct 2019 Morning Notes

Thought I was going to miss trading the open, but I was able to duck, dodge and weave in order to make it happen.. much to the wife's chagrin. Well worth it, however. Quite the week, earnings season is a shitload of work but the opportunities are immense.

Earnings: Yesterday AMC: AFL, AMZN, COF, COG, FSLR, FTV, GILD, ILMN, INTC, JNPR, V
Today BMO: CHTR, GT, ITW, PSX, VFC, VZ, WY, YNDX

Other News:

Follow Through Names to Watch: ADS,

GAINERS:

CHTR: +5% AT 457 on earnings;

LOSERS:

PCG: -18% at 5.85, looking like it'll be a donut; 

BUD: -8% at 84.30 on earnings; 

VFC: -5.3% at 86 on earnings;

AMZN: -5.2% at 1688 on earnings;

ILMN: -4.8% at 300 on earnings; 

FSLR: -3.6% at 54 on earnings;

FLAT: 

Follow through watch:  

Day before Y'day AMC: ALGN, EBAY, EFX, EW, FFIV, LRCX, LVS, MSFT, NOW*, PYPL, TRN, XLNX

Yesterday BMO: AAL, BAX, CMCSA, CTXS, DOW, HSY, LUV, MMM, NOC, RTN, SWK, TECK, TROW, TSCO, TWTR, VLO

 

 

Y'day Other News:

2 days ago AMC: CMG, IRBT, SKX, SNAP, TXN, WHR;

2 days ago BMO: ALXN, ANTM, BA, BSX, BX, CAT, GD, GWW, LLY, NSC

2 Day Old News: BSX: +7% at 40.86 on earnings; IRBT: -17% at 45 on earnings; TXN: -8% at 118 on earnings; NOW: -6% at 211 after CEO leaves for another co and co. provides preliminary guidance;

 

TT Track of the Day: Tina Turner - What's love got to do with it. I made a hilarious photo edit of my buddy's face on the front of this album in our group text chain this week. As Kenny Bania might say, "that's gold Jerry, gold!"