Thursday, July 18, 2024

Thursday 18 July 2024 Morning Notes

No trades of note this week, will be keeping it light due to making the most of summer with the kids.

Yesterday AMC: AA, DFS, KMI, OZK, SNV, UAL,
Today BMO: ABT, BX, DHI, DPZ, KEY, TSM,

Other News:

Follow through names to watch:

GAINERS:
ELF: +4% AT 178;

LOSERS:
BYND: -14% AT 6.20;
DPZ: -11% AT 419;
FL: -4% AT 25.44;

Follow through watch:

Day before Y'day AMC:
Yesterday BMO: ALLY, ASML, JNJ, USB

Y'day Other News: GTLB: +12% 57 on M&A spec; VFC: +10% at 15.62; INTC: +4% at 35.80 on ASML results; SAVA: -27% at 9.90 on CEO resigning; ASML: -8% at 981 on earnings; VKTX: -6.2% at 53.45; TSM: -5.8% at 175.25 on ASML sympathy; AMAT: -5.2% at 233 on ASML sympathy;

2 days ago AMC:
2 days ago BMO: BAC, MS, PNC, SCHW, UNH

2 days ago Other News: DJT: +52% at 47.10 on failed assassination attempt; M: -14% at 16.20 after calling off deal talks; SEDG: -7.5% at 29 as prospects of Dem win fade;

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