Thursday, November 2, 2023

Thursday 02 Nov 2023 Morning Notes

I won't be around much this morning due to tennis at 11am on my club's brand-spanking new indoor court surfaces.. a long overdue upgrade from the 70's multi-surface that had been at the facility. It'll also be my first day back on the courts since a calf strain from mid September, so I plan on taking it easy.

I traded a straddle in MTCH that I flipped for some small cash because I wasn't expecting much out of it. I traded another straddle in GNRC which historically had been a monster with GNRC moving close to 10% each of its past 4 reports... however, it barely moved 3%, killing my straddle. And if that wasn't enough, my PFIX position is taking a bit of a bath following Fed minutes.

Yesterday AMC: ABNB, AFL, AIG, ALB, APA, CAR, CF, CLX, CWH, DASH, EA, ELF, ETSY, FSLY, HLF, LMND, MCK, MDLZ, MELI, MET, MRO, MSTR, NTR, NVRO, PYPL, QCOM, ROKU, SEDG, SMCI, SRPT, WMB, Z

Today BMO: BAX, BBIO, BHC, CI, COP, CROX, FOXA, GOLD, LLY, LNG, MAR, MRNA, NVO, PENN, PLTR, PTON, RACE, REGN, SBUX, SHAK, SHOP, SO, SPGI

Other News:

Follow through names to watch:

GAINERS:


LOSERS:

Follow through watch:

Day before Y'day AMC: AMD, CZR, FSLR, MTCH
Yesterday BMO: APLS, APO, CVS, DD, GNRC, GOOS, GSK, HUM, KHC, NCLH, SPWR, TGTX, W

Y'day Other News:

2 days ago AMC: ANET, PINS, VFC, WOLF
2 days ago BMO: AMGN, BP, CAT, CCJ, EPD, GEHC, JBLU, MPC, PFE,

2 days ago Other News:

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