Thurs 01 Feb 2024 Morning Notes

No trades of note yesterday.

Yesterday AMC: AFL, ALGN, MET, QCOM, WOLF
Today BMO: CAH, EPD, GOOS, HON, IP, MO, MRK, PTON, RACE, RCL, SHEL, SIRI, TSCO

Other News:

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

GAINERS:
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.;

LOSERS:
AFL: -5.8% at 79.40;
WOLF: -5.5% at 30.80;

Follow through watch:

Day before Y'day AMC: AMD, EA, GOOG, JNPR, MDLZ, MSFT, MTCH, SBUX, SWKS
Yesterday BMO: ADP, BA, BSX, HES, LII, MA, NVO, PSX, TEVA, TMO

Y'day 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;

2 days ago AMC: CLF, NUE, SMCI, WHR
2 days ago BMO: DHR, GLW, GM, JBLU, MPC, PFE, PHM, UPS

2 days ago Other News: SMCI: +9.5% at 543; GM: +7.2% at 37.95; GLW: +4% at 32.40; WHR: -6% at 110.70; UPS: -5.6% at 149.20;