$TOL

stop on daily close

Monday panw dlo, zm Tuesday dks tol cal aap lzb Wed snow adsk splk crm wsm Thursday mrvl dltr ulta dell vmw wday friday none Those reporting - Tuesday to Thursday look promising

Oggi mi ha chiamato la banca (intesa san paolo) perché mi hanno fatto casino con il tol. E mi hanno proposto investo pro una sim che loto propongono dopo che hanno fatto morire il loro tol. Quello che hanno fatto rimanere e basico! Qualcuno usa investo pro?

RECAP 7/7 Unusual Puts: $ARMK Jul 31 P $FCX Aug 28 P $ARCC Aug 18 P $TOL Jan 30 P $LEVI Jul 15 P

$TOL also out with $900M share repurchase

Downgrades 1/19: $ALLY $ATVI $BLD $CM $COLD $CSCO $CVLT $DBVT $DHI $DRH $GO $HMPT $IBP $KBH $KOF $LEN $LNT $MIME $MKC $NPCE $PASG $SPIR $TCRR $TFC $TOL $UTZ $ZBH $ZNGA

**@Stephanie_Link:** Some great data points this week on company fundamentals: $GE $AXP $MAR $TOL $ZTS $CVS $SWK https://t.co/948ekk534U https://twitter.com/Stephanie_Link/status/1469101534587805697

**@IBDinvestors:** On this week's #IWIBD podcast: Dave Ellison of @HennessyFunds joins @IBD_JNielsen for an in-depth look at the financial sector from fin tech, crypto and influence of the Fed. Then, Justin and @irusha talk market action & stocks $ORLY $TOL $ZIM. WATCH: https://t.co/rqrIIDvUaW https://t.co/SXvwVXEiaq https://twitter.com/IBDinvestors/status/1469035275586355209

have my eyes on $NSC $TOL $LEN $S and a few others ...... but just not feeling the price action just yet

**@mark_dow:** $TOL you so https://t.co/7SSzljMqj7 https://twitter.com/mark_dow/status/1466478059742064640

$TLRY California Governor Signs Historic Bill toL egalize Smokable Hemp and CBD Edibles

RECAP 9/16 Chatter: $WWE - Labor issue (Andrew Yang) $SPWR + $TOL CA Agreement $BYND + $MCD McPlant Test Netherlands $DIS - Shang-Chi China Ban?

Tuesday, August 24, 2021 Futures Up/Down % Last Dow 59.00 0.17% 35,340 S&P 500 8.25 0.19% 4,484 Nasdaq 45.50 0.30% 15,350 U.S. futures are looking higher, adding to the record setting performances by the S&P 500 and Nasdaq yesterday on further vaccine approval optimism yesterday, while China stocks rebound for the first time in 2-weeks. Last week’s stock market pullback (if you can call 1% a pullback) is all but a memory as stocks surged on Monday, with the S&P 500 hitting an intraday record high along with the Nasdaq notching another new record close. Helping positive sentiment was the U.S. FDA granting full approval to the COVID-19 vaccine developed by Pfizer Inc and its partner BioNTech SE. Investors were also looking ahead to the Federal Reserve’s Jackson Hole symposium, which gets underway later this week. Energy led the way among S&P 500 sectors, rising 3.8% as crude prices rose about 5%, snapping its 7-day losing streak from last week, while defensive sectors such as utilities lagged. In Asian markets, The Nikkei Index jumped 237 points to 27,732, the Shanghai Index gains 37 points to 3,514 and the Hang Seng Index jumps 618 points to 25,727. In Europe, the German DAX rises over 50 points above 15,900, while the FTSE 100 is down a few points holding around the 7,100 level. The big event for markets this week will take place in Jackson Hole at the economic symposium of the Federal Reserve. While some officials have stated plans to scale back stimulus, threats from the Delta variant have raised questions about whether they will hold off on signaling a taper timeline on $120B/month in bond buying. Market Closing Prices Yesterday The S&P 500 Index jumped 37.86 points, or 0.85%, to 4,479.53 The Dow Jones Industrial Average rose 215.63 points, or 0.61%, to 35,335.71 The Nasdaq Composite spiked 227.99 points, or 1.55%, to 14,942.65 The Russell 2000 Index advanced 40.70 points, or 1.88% to 2,208.30 Events Calendar for Today 7:45 AM ET ICSC Weekly Retail Sales 8:55 AM ET Johnson/Redbook Weekly Sales 4:30 PM ET API Weekly Inventory Data 10:00 AM ET New Home Sales MoM for July 10:00 AM ET Richmond Fed Manufacturing for Aug Earnings Calendar: Earnings Before the Open: AAP, CTRN, IMBI Earnings After the Close: ELMD, HEI, INTU, JWN, PSEC, SCSC, TOL, URBN, XPOF Other Key Events: American Association of Neurological Surgeons, 8/21-8/25, in Orlando, FL UBS China Telco, Media, Internet Virtual Conference 2021, 8/23-8/27 Truist Texas Bank Virtual Summit, 8/23-8/24 Craig Hallum Online Gaming Conference 8/24 Piper Sandler MedTech and Diagnostics California Bus Tour (virtual), 8/24-8/26 Raymond James Diversified Industrials Virtual Conference, 8/24-8/25 Macro Up/Down Last Nymex 1.10 66.74 Brent 1.23 69.98 Gold -0.30 1,805.15 EUR/USD -0.0006 1.1739 JPY/USD 0.03 109.73 10-Year Note +0.012 1.267% World News The House of Representatives scrapped a planned vote on Monday to advance two key economic proposals of President Biden’s $4.1T economic agenda. The chamber will reconvene at 12 p.m. ET today Sector News Breakdown Consumer Advance Auto Parts ($AAP) Q2 adj EPS $3.40 vs. est. $3.03; Q2 revs $2.6B vs. est. $2.62B; Q2 comp store sales +5.8%; increased full year 2021 guidance as now sees FY comparable store sales up 6.0% to 8.0% (from 4%-6%) and raises year sales view to $10.6B-$10.8B (from $10.4B-$10.6B) Mister Car Wash ($MCW) announces 12M share offering of common stock for holders Camping World ($CWH) raises quarterly dividend 100% to 50c from 25c per share Energy, Industrials and Materials International Flavors & Fragrances ($IFF) signed a deal to sell its microbial control unit to German specialty chemicals maker Lanxess, with the deal being valued at $1.3 billion, the companies said. Ferroglobe (GSM) Q2 EPS 2c vs. (7c) last year; Q2 revs $418.5M vs. $250.0M last year; Adjusted EBITDA of $34.1M, up 54.5% compared to $22.1M in Q1 2021; Positive operating cash flow of $37.8M and a return to positive net cash flow of $21.6M S.-listed energy shares rise premarket for a second day, mirroring strength in oil prices as hopes of improved coronavirus vaccination rates buoy energy’s demand outlook, after WTI crude snapped its 7-day losing streak yesterday The Federal Aviation Administration, or FAA, is launching a review of how Boeing ($BA) employees handle safety matters following a survey that found 35% of a small sample of employees reported issues with undue pressure and difficulties being transparent with regulators – WSJ Financials Riot Blockchain ($RIOT) Q2 EPS 22c vs. est. 5c; Q2 revs $31.5M vs. est. $30.91M; Q2 total cash and Bitcoin of $195.4M as of June 30; Increased mining revenue margin to 70% for the three-month period ended June 30, 2021, as compared to 25% for the same three-month period in 2020 Banco Santander SA said Tuesday that its U.S. subsidiary Santander Holdings USA, Inc. will acquire the remaining shares it doesn’t already own in Santander Consumer USA Holdings Inc. ($SC) for roughly $2.5 billion; Santander Holdings USA will buy the outstanding shares in Santander Consumer USA Holdings for $41.50 apiece via an all-cash tender offer https://bit.ly/3jchUiZ Healthcare Cigna ($CI) announces $2B accelerated buyback Cara Therapeutics ($CARA) shares rise after the company and Switzerland’s Vifor announced U.S. FDA approval for Korsuva kidney disease drug Theravance Biopharma, inc. (TBPH) announces top-line results from phase 2b dose-finding induction study of Izencitinib in patients with ulcerative colitis. Izencitinib was well-tolerated and safety data were consistent with expectations for this gut-selective pan-jak inhibitor. Randomized, double-blind, placebo-controlled study did not meet primary endpoint: change in total mayo score at week eight, vs placebo At least six U.S. states, including Georgia, have decided they will not fully sign on to a proposed $26 billion settlement with three drug distributors ($ABC, $CAH, $MCK) and Johnson & Johnson ($JNJ), which have been accused of fueling the nation’s opioid epidemic, according to the states’ attorneys general – Reuters Technology, Media & Telecom Palo Alto Networks ($PANW) Q4 adj EPS $1.60 vs. est. $1.43; Q4 revenue $1.2B vs. est. $1.17B; Q4 billings +34% to $1.9B; guides 1Q adj EPS $1.55-1.58 vs est. $1.59, sees 1Q revs +26-28% vs est. 21% and total billings $1.29-1.31B; guides FY22 adj EPS $7.15-7.25 vs est. $7.07, sees FY revs +24-25% vs est. +18.4% and billings $6.60-6.65B China stocks rebound ($BABA, $JD, $TCHEY, $BIDU) as Bloomberg reported Cathie Wood joins bargain hunters as Ark bought back into JD.com (JD) and Tencent Holdings ($TCEHY) shares rise after the company bought back 230,000 shares for HK$100.9 mln ($12.95 mln) on Aug. 23, according to HK Exchange filing https://bloom.bg/2WcxBy5 Tencent Holdings ($TCEHY) shares rise after the company bought back 230,000 shares for HK$100.9 mln ($12.95 mln) on Aug. 23, according to HK Exchange filing Crowdstrike ($CRWD) to replace Maxim Integrated ($MXIM) in the Nasdaq-100 Aug 26th The U.S. Securities and Exchange Commission (SEC) has started to issue new disclosure requirements to Chinese companies seeking to list in New York as part of a push to boost investor awareness of the risks involved, according to a document reviewed by Reuters and people familiar with the matter

Poots mean evil ghost in my language (Punjabi) 😂👻 > @HeyShoe said: I tol you to sell poots

I tol you to sell poots

$TOL $ITB home construction stocks moving

600 $TOL JAN2023 $70 Cs trade 4.1

600 $TOL JAN2023 $70 Cs trade 4.1

Hats off to RedCap Shoe and Dros, but I have to be aware of listening to them as well, since my book hardly resembles there's and my risk tol and mentality is different.

Wednesday, May 26, 2021 Futures Up/Down % Last Dow 77.00 0.22% 34,346 S&P 500 11.25 0.28% 4,197 Nasdaq 40.50 0.30% 13,697 U.S. stocks are looking slightly higher, coming off a day where stocks slipped following disappointing economic data that showed declining consumer confidence amid higher inflation fears and weaker housing news. Gold prices extend gains, topping the $1.900 an ounce level as Treasury yields continue to slide with the 10-year down at 1.56%. The reopen trade names such as airlines, cruise lines, restaurants and retailers have led markets higher the last few days along with a bounce in technology stocks, while early 2021 winners such as industrials, materials and energy have pared gains. Federal Reserve official’s day-after-day keep telling markets that rising inflation will prove to be largely transitory, which has helped push the dollar and Treasury yields lower. Crypto assets wild ride continues, with prices of Bitcoin and the likes finding solid footing this morning (Bitcoin above 40K). In Asian markets, The Nikkei Index rose 88 points to 28,642, the Shanghai Index rose 12 points to 3,593, and the Hang Seng Index jumped 255 points to 29,166. In Europe, the German DAX is down a few points to 15,455, while the FTSE 100 slipped about -10 points to 7,015. Market Closing Prices Yesterday The S&P 500 Index slipped -8.92 points, or 0.21%, to 4,188.13 The Dow Jones Industrial Average fell -81.52 points, or 0.24%, to 34,312.46 The Nasdaq Composite dipped -4.00 points, or 0.03%, to 13,657.17 The Russell 2000 Index declined -21.59 points, or 0.97% to 2,205.75 Events Calendar for Today 7:00 AM ET MBA Mortgage Applications Data 10:30 AM ET Weekly DOE Inventory Data Earnings Calendar: Earnings Before the Open: ANF, BBW, CMCO, DKS, PLAB, REX Earnings After the Close: AEO, APPS, CHNG, CVCO, DBI, ELF, HEI, MOD, NVDA, NXGN, OKTA, OOMA, PSTG, QADB, QMCO, SNOW, UHAL, WDAY, WSM, ZUO Other Key Events: Goldman Sachs TechNet Conference Asia Pacific 2021 (virtual), 5/24-5/28 JPMorgan Global technology, Media & Communications Conference (virtual), 5/24-5/26 UBS Global Healthcare Conference (virtual), 5/24-5/26 Microsoft Build Conference (virtual), 5/25-5/27 New Relic Future Stack Conference (virtual), 5/25-5/27 Truist Securities 22nd Annual Financial Services Conference (virtual), 5/25-5/26 UBS Global Oil & Gas Conference (virtual), 5/25-5/27 Wolfe Research Transport & Industrials Conference (virtual), 5/25-5/27 Macro Up/Down Last Nymex -0.12 65.95 Brent 0.07 68.72 Gold 8.45 1,907.70 EUR/USD -0.0014 1.2236 JPY/USD 0.12 108.90 10-Year Note +0.002 1.567% World News Iran has banned the energy-intensive mining of cryptocurrencies such as Bitcoin for nearly 4 months, President Hassan Rouhani said on Wednesday, as the country faces major power blackouts in many cities. Bank of Japan board member Hitoshi Suzuki said on Wednesday it was premature to consider an exit strategy for the central bank’s purchases of exchange-traded funds (ETF). However, he also said it was “undesirable” for the BOJ’s ETF holdings to keep increasing New Zealand’s central bank held interest rates on Wednesday but hinted at a hike as early as September next year Sector News Breakdown Consumer Nordstrom (JWN) Q1 EPS loss ($1.05) vs. est. loss ($0.57); company remains on pace to achieve annual sales, earnings and cash flow goals; Q1 sales rose 44% YoY to $2.92B vs. est. $2.9B; Q1 digital sales increased 28% YoY and represented 46% of total; reaffirmed revenue expectations for fiscal 2021; says balancing inventory levels with sales while managing receipt flows to mitigate potential supply chain disruptions Red Robin (RRGB) Q1 adj EPS loss (30c) vs. est. loss ($1.16); Q1 revs $318.7M vs. est. $310.4M; Q1 comp sales rose 10% over the same period in 2020, and decreased 12.8% compared to the same period in 2019; at the end of Q1, 55% of Company-owned restaurants had positive comparable restaurant revenue compared to 2019; says all company-owned units have re-opened with varying levels of capacity GSX Techedu (GOTU) posts Q1 loss of 5.20 yuan per share, compared to a profit of 0.76 yuan a year earlier; operating expenses triple from last year on increased marketing expenses and staff compensation Skyline Champion (SKY) 4Q adj EPS $0.61 vs. est. $0.38 on revs $447.6Mm vs. est. $384.4Mm Toll Brothers (TOL) 2Q EPS $1.01 vs. est. $0.80, home sales revs $1.84B, backlog $8.69B at qtr end; guides 3Q deliveries 2,675 units, sees FY deliveries 10,200-10,400 units; Q2 contracted homes were 3,487, up 85% from last year; Q2 backlog value was $8.69B, up 58% from last year; homes in backlog were 10,104, up 57% from last year Urban Outfitters (URBN) 1Q EPS $0.54 vs. est. $0.17 on sales $927Mm vs. est. $900Mm, retail comps +10% (+44% at free people, +9% at urban, +1% at Anthro), total inventory +17%; says cancelled or delayed many orders during the qtr to reduce inventory levels; Gross margin rose 130 bps during the quarter to 32.4% of sales; sees Q2 revenue up low teens percentage range Energy, Industrials and Materials The American Petroleum Institute (API) reported a weekly draw of 439K barrels of oil; showed a draw of 1.98M barrels, distillate inventories show a draw of 5.13M barrels and Cushing inventories show a draw of 1.15M barrels. Crown Holdings (CCK), Ardagh Group (ARD), and Ball Corp. (BLL) all downgraded to Market Perform from Outperform at BMO Capital following news that Can-Pack is building a second U.S. beverage can plant in Indiana; says Can-Pack’s “aggressive” expansion into the U.S., as well as a smaller entrance by Envases Universales raises fresh questions and suggests that heady expansion plans by the incumbents could be challenged Columbus McKinnon (CMCO) Q4 adj EPS 50c vs. est. 51c; Q4 revs $186.2M vs. est. $182.4M; sees Q1 revs $212M-$217M vs. est. $203.76M Heico (HEI) Q2 EPS $0.51 vs. est. $0.48; Q2 sales $466.7M vs. est. $443.1M; says cannot provide fiscal 2021 net sales and earnings guidance at this time; consolidated operating margin was 20.0% in the first six months of fiscal 2021, as compared to 22.5% in the first six months of fiscal 2020 ReneSola (SOL) Q1 EPS 1c vs. est. loss (2c); Q1 revs $22.8M vs. est. $19.04M; sees 2Q revs $19-22Mm and gr margin 36-39% vs. est. $23.2Mm and 31.5%; guides FY revs $90-100Mm vs. est. $98.5Mm, sees FY gr mgn over 25% vs. est. 27.8% July corn prices dropped over 5% on Tuesday to $6.20 3/4 per bushel and has now fallen 15% since May 7, when the contract maxed at $7.35 1/4 per bushel. Prices were pressured after the Department of Agriculture reported that U.S. farmers had planted 90% of their corn crops, above the five-year average of 80%. Financials Intuit Corp. (INTU) 3Q adj EPS $6.07 vs. est. $6.47 on revs $4.2B vs. est. $4.4B; guides 4Q adj EPS $1.55-1.60 vs. est. $0.34; guides FY revs $9.362-9.4B vs. est. $9.06B Bank of Montreal (BMO) reported a rise in Q2 profit amid higher revenue; bet income was C$1.3 billion in the quarter, compared with C$689 million a year ago; revenue rose to C$6.08 billion from C$5.26 billion; net efficiency ratio rose to 69.3% in the quarter, up from 64.4%, while return on equity rose to 10.2% from 5.5%. Dynamics Special Purpose Corp (DYNS) 20M share IPO priced at $10.00 Flywire (FLYW)44M share IPO priced at $24.00 Healthcare Agilent (A) Q2 adj EPS 97c vs. est. 83c; Q2 revs $1.525B vs. est. $1.4B; sees Q3 adj EPS 97c-99c above est. 91c; sees Q3 revs $1.51B-$1.54B, also above est. $1.42B; raises FY21 adj EPS view to $4.09-$4.14 from $3.80-$3.90 (est. $3.90); boosts FY21 revs view to $6.15B-$6.21B (est. $5.94B) Nabriva Therapeutics (NBRV) surges the co and Chinese partner Sinovant Sciences said Lefamulin met the main goal in treating Chinese adults with community acquired bacterial pneumonia in a late-stage study Travere Therapeutics (TVTX) provides a regulatory update for its Sparsentan program in focal segmental glomerulosclerosis (FSGS); said based upon the feedback from the U.S. FDA, the company said it no longer expects to submit for accelerated approval for FSGS in the U.S. during the second half of 2021. Larimar Therapeutics (LRMR) plunges over 40% after saying the FDA has placed a clinical hold on the CTI-1601 clinical program and that the company will not be closing a previously announced private placement financing Technology, Media & Telecom Zscaler (ZS) 3Q adj EPS $0.15 vs. est. $0.07 on revs $176.4Mm vs. est. $163.7Mm; guides 4Q adj EPS $0.08-0.09 vs. est. $0.10, sees 4Q revs $185-187Mm vs. est. $173.9Mm; Q3 Calculated billings grows 71% YoY to $225.0M and deferred revenue grows 65% YoY to $495.4M DoubleVerify Holdings (DV) Q1 EPS 4c on revs $67.6M; sees Q2 revs $72M-$74M (est. $69.5M) and FY21 revs $322M-$326M (est. $315.1M) LiveRamp Holdings (RAMP) 4Q adj EPS $0.04 vs. est. $0.02 on revs $119.18Mm vs. est. $116.14Mm; guides 1Q revs $112Mm vs. est. $112.9Mm; sees FY22 revs of up to $509Mm vs. est. $507.7Mm Elastic (ESTC) announced an expanded strategic partnership with Microsoft (MSFT) Apple (AAPL) is expected to outpace Samsung (SSNLF) as the largest buyer of AMOLED displays for smartphones in 2021, as new iPhones for the year are likely to adopt flexible AMOLED screens, pushing up the penetration of such displays in iPhone devices to around 80% – Digitimes Ambarella (AMBA), Lumentum (LITE) and ON Semiconductor (ON) announced two new joint reference designs that accelerate AIoT device deployment across verticals, building on the companies’ previous joint solution for contactless access systems Photronics (PLAB) Q2 EPS 17c (in-line w ests) and Q2 revs $159.8M vs. est. $158.27M; sees Q3 EPS 19c-25c vs. est. 21c; sees Q3 revs $162M-$172M vs. est. $168.1M Globant (GLOB)2M share Secondary priced at $214.00

Tuesday, May 25, 2021 Futures Up/Down % Last Dow 72.00 0.21% 34,424 S&P 500 11.25 0.26% 4,204 Nasdaq 56.50 0.42% 13,692 Stock futures are looking higher, adding to yesterday’s gains as the yield on the 10-year slips back below 1.6%, easing inflation fears for a second straight day. Concerns over persistent inflation have softened the last few days with more Fed speakers just yesterday (Bullard, Bostic, Brainard) again all said prices will rise in coming months but all see it as transitory. Crypto currency volatility continues as well, with many (Bitcoin back under 37K, Ethereum) pulling back after yesterday’s rebound. On the agenda today (in a relatively quiet period for news with earnings winding down) attention turns to several housing data reports with Case-Shiller Home Price Index, FHFA House Price Index and New Home Sales, while consumer confidence figures will offer some insight into current business and employment conditions. In Asian markets, The Nikkei Index rose 189 points to 28,553, the Shanghai Index jumped 84 points to 3,581 and the Hang Seng Index surged 498 points to 28,910, In Europe, the German DAX is up about 110 points to 15,550, while the FTSE 100 is flat around 7,050. U.S. stocks surged all day on Monday, with both the S&P 500 and Nasdaq jumping more than 1% as a retreat in U.S. Treasury yields helped lift high multiple and mega cap technology stocks (AAPL, AMZN, FB, GOOGL) as fears about inflation took a back seat as investors again bought the dip after mixed stock reaction last week. Yields on the 10-year Treasury bond hit a two-week low, around 1.6%. Markets exhibited no concern on reports President’s Joe Biden’s infrastructure bill will likely be smaller than hoped as the two sides remain wide apart. Market Closing Prices Yesterday The S&P 500 Index jumped 41.19 points, or 0.99%, to 4,197.05 The Dow Jones Industrial Average rose 186.14 points, or 0.54%, to 34,393.98 The Nasdaq Composite spiked 190.18 points, or 1.41%, to 13,661.17 The Russell 2000 Index advanced 12.07 points, or 0.54% to 2,227.34 Events Calendar for Today 7:45 AM ET ICSC Weekly Retail Sales 8:55 AM ET Johnson/Redbook Weekly Sales 9:00 AM EST Monthly Home Prices MoM for March 9:00 AM EST S&P CaseShiller 20 City for March…est. 1.2% 10:00 AM EST Consumer Confidence for May…est. 119.4 10:00 AM EST New Home Sales MoM for April…est. 970K 10:00 AM EST Richmond Manufacturing Index for May…prior 17 4:30 PM ET API Weekly Inventory Data Earnings Calendar: Earnings Before the Open: $AZO, $CBRL, $CTRN, $DY, $IMBI, $VSAT Earnings After the Close: $A, $CSWC, $DV, $INTU, $JWN, $RAMP, $RRGB, $SKY, $TOL, $URBN, $ZS Other Key Events: Goldman Sachs TechNet Conference Asia Pacific 2021 (virtual), 5/24-5/28 JPMorgan Global technology, Media & Communications Conference (virtual), 5/24-5/26 UBS Global Healthcare Conference (virtual), 5/24-5/26 Jefferies IT Services Summit (virtual), 5/25 Microsoft Build Conference (virtual), 5/25-5/27 New Relic Future Stack Conference (virtual), 5/25-5/27 Truist Securities 22nd Annual Financial Services Conference (virtual), 5/25-5/26 UBS Global Oil & Gas Conference (virtual), 5/25-5/27 Wolfe Research Transport & Industrials Conference (virtual), 5/25-5/27 Macro Up/Down Last Nymex -0.43 65.62 Brent -0.30 68.16 Gold 1.15 1,882.20 EUR/USD 0.0041 1.2257 JPY/USD 0.16 108.91 10-Year Note -0.015 1.593% Sector News Breakdown Consumer Alaska Air ($ALK) sees Q2 total rev % change versus 2019 down about 32%-37%; plan to return to 100% of 2019 capacity by summer of 2022; sees Q2 passenger load factor about 70% to 75%; after summer of 2022 expect to return to growth rates that are similar to pre-pandemic levels America’s Car-Mart ($CRMT) Q4 EPS $6.19 vs. est. $2.80; Q4 revs $279.1M vs. est. $220.6M Azek ($AZEK) files to sell 15M shares of common stock Bally’s Corporation ($BALY) announced that it has entered the mobile sports betting market with the beta launch of its mobile sportsbook, Bally Bet, in Colorado Shake Shack ($SHAK) upgraded to Outperform from Neutral at Wedbush Lordstown Motors ($RIDE) slides 14%; reports Q1 operating loss $106.2M; said timeline to start of production in late-September 2021, which will be at limited capacity, remains on track; Q1 net loss of $125M, capex of $53M and cash of $587M on March 31, 2021; said expected year-end 2021 liquidity of between $50M-$75M in cash and cash equivalents (on March 17th, had said expects to end 2021 with $200M of cash on hand) Energy A quadrupling in the cost of polysilicon has pushed solar module prices up 18% YTD after plunging 90% over the previous decade, a reversal that threatens to delay projects and slow the uptake of solar power ($TAN) just as major governments increasingly support it in an effort to slow climate change, Bloomberg reports. PNM Resources Inc ($PNC): 2 additional parties filed motions to join merger stipulation before New Mexico public regulation commission; M-S-R Power and Los Alamos County request hearing examiner allow parties to join other 11 signatories supporting agreement Beam Global ($BEAM) 1Q EPS ($0.14) vs. est. ($0.17) on revs $1.372Mm vs. est. $1.8Mm Financials KE Holdings (BEKE) slips after Reuters reports China’s market regulator has begun an investigation into suspected anti-competitive practices by BEKE, which is backed by Chinese tec h behemoth Tencent Holdings (TCEHY) https://reut.rs/3yzY86B Coinbase (COIN) initiated with an Overweight and $371 tgt at JPMorgan as sees Coinbase occupying a key position in the U.S. market for transacting cryptocurrencies Ocwen Financial Corporation (OCN) said its wholly-owned subsidiary, PHH Mortgage Corporation, has entered into an agreement with AmeriHome Mortgage Company, LLC to purchase, in bulk, mortgage servicing rights with a total unpaid principal balance of approximately $48 billion Healthcare Canopy Growth ($CGC) upgraded to Buy from Hold at MKM Partners ahead of earnings as believes that after Q4 and through the reopening of Canadian economy, co will return to sequential growth and have better aligned its supply chain to capture demand opportunities eHealth ($EHTH) said in a regulatory filing that Derek Yung will resign as CFO and principal financial officer, effective June 11, to pursue an executive position at a company that is not a competitor of eHealth. Exelixis, Inc. ($EXEL) announced results from the metastatic castration-resistant prostate cancer ($CRPC) cohort 6 of COSMIC-021, the phase 1b trial of cabozantinib (CABOMETYX(R)) in combination with atezolizumab in patients with locally advanced or metastatic solid tumors iRhythm Technologies ($IRTC) received FDA’s 510K clearances for a new design of its flagship Zio monitor and its updated artificial intelligence (AI) capabilities The Joint Corp. ($JYNT) will replace Cubic Corp. ($CUB) in the S&P SmallCap 600 effective prior to the opening of trading on Thursday, May 27. Veritas Capital is acquiring Cubic in a deal expected to be completed soon pending final closing condition Petco ($WOOF) announces offering of 22M shares of Class A common stock for holders Oak Street Health Inc ($OSH) files for offering of up to 10.0M shares of common stock Scholar Rock’s ($SRRK) said its spinal muscular atrophy candidate apitegromab receives FDA Fast Track designation Industrials & Materials Aircraft leasing firm SMBC Aviation Capital has agreed to buy an additional 14 Boeing ($BA) 737 MAX aircraft with a low-cost carrier configuration, with deliveries due to begin later this year, it said on Tuesday. Carpenter Technology Corporation ($CRS) said it will increase base prices by 6% to 9% on new, non-contract orders across all specialty alloy products. Dycom ($DY) Q1 adj EPS loss (4c) vs. est. 6c; Q1 revs $727.5M vs. est. $752.1M; ended the quarter with cash and equivalents of $330.6M; sees Q2 revenue in-line to modestly lower, which is below est. $843.25M Air Transport Services Group, Inc. ($ATSG) announced that its leasing subsidiary Cargo Aircraft Management has committed to provide four additional Boeing 767-300 converted freighters to DHL Network Operations (USA), Inc. under the terms of stand-alone dry lease agreements Hydrofarm Holdings Group, Inc. ($HYFM) announced it has entered into an agreement to acquire House & Garden, Inc., Humboldt Wholesale, Inc., Allied Imports & Logistics, Inc., and South Coast Horticultural Supply, Inc. Nordson ($NSDN) Q2 EPS $2.12 vs. est. $1.64; Q2 sales $590M vs. est. $548M; sees FY EPS $7.20-$7.50 vs. est. $6.65 and sales up about 8%-10% GrafTech ($EAF) files to sell 20M shares of common stock for holders Rexford Industrial ($REXR) 9M share Spot Secondary priced at $55.60 Technology, Media & Telecom TrueCar ($TRUE) board increased maximum value of shares of stock that may be repurchased under its previously-announced share repurchase program to $150 mln Globant ($GLOB) announces offering of 1M common shares

Carissimi Opzionisti buonasera: DOMANI SARO' live su DIGITAL TOL EXPO alle ore 17 VI ASPETTO per DIVENTARE INVESTITORI CONSAPEVOLI usando al meglio le OPZIONI

$TOL could see some downside follow through tomorrow as well

I have $TOL and $LGIH in my long portfolio ...I like $LGIH better though bc they are starter homes

2000 $TOL Jan2021 28.0 Puts trade $1.14 (FT Theo=1.11) ASKSIDE AMEX 12:05:51 IV=66.6% -1.6 CROSS - OPENING Vol=5000, OI=379

1800 $TOL MAR2021 $39 Ps sold 4.50, 1800 $32 Ps bought 2.25, 1800 $45 Cs bought

$TOL popping on ER beat

Panic sold $TOL earlier today and my $CRM 235/240C

$TOL 18SEP20 $40 Cs // 2.6k+ trading vs 867 OI

$TOL 18SEP20 $40 Cs // 2.6k+ trading vs 867 OI

$TOL $YETI ..catching bids

$TOL speaking of which