Friday, February 2, 2024

Friday 02 Feb 2024 Morning Notes

Only trade of note yesterday was a seemingly ill-fated straddle in CAH which traded in its tightest range yet of the past five reports. So damn typical.

Yesterday AMC: AAPL, AMZN, CLX, META, TEAM, X
Today BMO: ABBV, BMY, CBOE, CHTR, CI, CVX, REGN, XOM

Other News:

Follow through names to watch: NYCB, PARA, BA,

GAINERS:
META: +16% at 460;
AMZN: +6% at 169;
CLX: +6% at 157;
CI: +2% at 314;

LOSERS:
CHTR: -11% at 340;
TEAM: -9% at 232;
AAPL: -3% at 181;

Follow through watch:

Day before Y'day AMC: AFL, ALGN, MET, QCOM, WOLF
Yesterday BMO: CAH, EPD, GOOS, HON, IP, MO, MRK, PTON, RACE, RCL, SHEL, SIRI, TSCO

Y'day Other News: ALGN: +12.6% at 301; ETSY: +11% at 74 after adding activist investor to board; RACE: +8% at 373; NSC: +6% at 250 after investor group takes stake in co.; AFL: -5.8% at 79.40; WOLF: -5.5% at 30.80;

2 days ago AMC: AMD, EA, GOOG, JNPR, MDLZ, MSFT, MTCH, SBUX, SWKS
2 days ago BMO: ADP, BA, BSX, HES, LII, MA, NVO, PSX, TEVA, TMO

2 days ago Other News: SBUX: +4.9% at 98.70; BSX: +4.2% at 64; ADP: +3% at 246; NYCB: -40% at 6.25 on earnings; GOOG: -5.6% at 144.48; AMD: -4.2% at 165; MDLZ: -3.7% at 73.50;

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