Tues 04 Aug 2020 Morning Notes

Got a couple of small ratio trades on now, contemplating trading strictly ratios this week to see how it goes.. but I love my straddles. Really wish I had a hired hand I could shout straddle orders to as I hunted for ratios.

Earnings: Yesterday AMC: AIG, CLR, CRUS, KLAC, MOS, RNG, RRC, SPCE, THC, TTWO, WMB
Today BMO: AMRN, BP, CYBR, EMR, KKR, MNK

Other News:

Follow Through Names to Watch: MPC, ADT, ALRM, SNAP

GAINERS:

MOS: +7.5% at 14.70;

TTWO: +4% at 174;

LOSERS:

DBVT: -35% at 2.64 on FDA news, I'm old enough to remember when this was getting pumped by big outlets as being a sure bet, lol;

MNK: -34% at 1.49 on Ch 11 talk;

SPCE: -9% at 21.90 on earnings/offering;

THC: -5.3% at 25;

DEO: -4% at 142 on earnings, STZ potential sympathy;

FLAT:

Follow through watch:

Day before Y'day AMC:
Yesterday BMO: CLX, HSBC, MCK, MPC, RACE, TSN; L

Y'day Other News: ADT: +61% at 14 on GOOGL stake; VAR: +22.5% at 174.85 on t/o deal; CODX: +12% at 27.06; MPC: +6% at 40.40 on asset sales/earnings; MCK: +4.2% at 156.50; ALRM: -9.4% at 63.50 on GOOGL/ADT stake; L: -5% at 34.50; SNAP: -2% at 22 on TikTok news;

2 days ago AMC: AAPL, AMZN, CC, COG, DVA, EA, EXAS, EXPE, GILD, GOOG, GOOGL, HIG, MGM, SHAK, TEAM, TNDM, VRTX, X, XLNX
2 days ago BMO: ABBV, CAT, CBOE, CHTR, CL, CVX, GT, ITW, JCI, LYB, MRK, PINS, PSX, UA, UAA, VFC, WY, XOM

2 Day Old News: PINS: +34% at 33.75, damn! AAPL: +6% at 409, or $1.8t! AMZN: +5% at 3215, really wish I threw $50k at Jan '21 2k calls back when it was at 1600 in March :( CHTR: +4.7% at 590; TEAM: -5.7% at 177; SHAK: -4.6% at 52.70; CVX: -4% at 82.75; GILD: -3.5% at 69.75; XLNX: -3.5% at 108;

TT Track of the Day: KT Tunstall - Suddenly I see... something my wife would listen to, ugh