Thursday 07 May 2020 Morning Notes

Gonna be a busy one this morning! Lots of weekly names reporting earnings.

Earnings: Yesterday AMC: APA, CF, CTL, CVNA, DDD, ETSY, EXAS, FOXA, GRUB, IMMU, LYFT, MET, NTR, PTON, PXD, PYPL, RCII, RNG, SQ, SRPT, TMUS, TWLO, WPM, WYNN,

Today BMO: ABC, BDX, BHC, BMY, BUD, DISH, EDIT, FOLD, HES, HFC, MRNA, NRG, TEVA, VIAC, YETI

Other News:

Follow Through Names to Watch: BYND, MELI, PINS, SHOP,

GAINERS:
TWLO: +24% at 152.70;

PTON: +18.5% at 45.12;

LYFT: +16% at 30.30;

VIAC: +15% at 17.15;

MRNA: +15% at 56.70;

PYPL: +10% at 141.02;

YETI: +6.4% at 29;

LOSERS:
ETSY: -5% at 74.38;

CVNA: -4.3% at 87.25;

GRUB: -3.3% at 49;



FLAT:


Follow through watch:

Day before Y'day AMC: ANET, ATVI, BYND, CC, CLVS, DIS, DVA, DVN, EA, KLAC, MAT, MELI, OXY, PAA, PINS, SPCE, SU,

Yesterday BMO: ALXN, CVS, GM, GPC, IONS, KKR, PZZA, SHOP, ZTS;

Y'day Other News:MELI: +16% AT 720; BYND: +9% AT 109; ATVI: +5.7% AT 72.40;

PINS: -16% AT 17.50; not a good sign that they couldn't convert on this pandemic; EA: -3.7% at 115.25; ZTS: -2.7% at 127.70;

2 days ago AMC: AIG, CRUS, MOS, SHAK, SWKS, THC, WMB; CHGG, TREX 
2 days ago BMO: DD, FCAU, ITW, LITE, MPC, NEM, REGN, SYY, W

2 Day Old News: QSR pops on activist stake; W: +30% at 175; CHGG: +17% at 51; LB: -16% at 10.40, after deal fell through; ITW: -3.4% at 153;

TT Track of the Day: Beastie Boys - brass monkey