Tag Archives: Ryan Morse

Stock Coverage 5.9.17 (post-close)

Bias has been decidedly bullish past few days as Nasdaq names continue to lead the way.  Coverage is trimming down nicely after earnings period, anything you see missing has been dropped to T3.  The next overnight iteration may see additional names dropped from T1 as we reconcile across the three books here (wealth management accounts, money management accounts, alt models.)   Will note anything completely dropped from coverage after the next weekly iteration this weekend.  Thanks – RM

*T1_ACCUM (ER >21d, NASDAQ, LCs)
ADBE
AMZN
ATVI
AVGO
NFLX
TSLA

*T1_ACCUM (ER >21d, NYSE, LCs)
BA
BAX
HDB
SNY
SPGI
TSM

*T1_ACCUM (ER > 21d, NASDAQ, MCs)
BRKS
COHR
CRTO
FLIR
MCHP
XLNX
ZBRA

*T1_ACCUM (ER >21d, NYSE, MCs)
ANET
INXN
LLL
TNET

*T1_HOLD (ER > 21d, NASDAQ, All)
AAPL
ALGN
CGNX
CRUS
EDU
EQIX
FOXF
GOOGL
HQY
IDXX
ISRG
JD
MSFT
PYPL
SBUX

*T1_HOLD (ER > 21d, NYSE, All)
BX
CMI
CSX
DFT
ED
GD
GLW
INN
IR
LMT
LNT
NEE
NOC
PEB
RTN
ROK
SYK
TAL
UTX
V
VMW
WCN

*T1_DIST (ER > 21d, NASDAQ, All)
FB
ILMN
INTC
TSS
TXN
YNDX

*T1_DIST (ER > 21d, NYSE, All)
ABBV
BRK B
CAT
CIM
FDX
ICE
KEY
LHO
MET
PCG
PFG
STL
UNH
VZ
WFC

*T2_PRIME (ER > 21d, ALL, ALL)
AEIS
APH
CERN
DLR
MU
MXIM
PLAY
SAP
TEAM

*T2_WATCH (ER > 21d, ALL, ALL)
ABMD
BIVV
CDNS
CDW
EIX
ESNT
EW
EWBC
FIVE
HON
LITE
NOW
PPL
SYY
TPIC
TTMI

*T2_INIT_IGO (ER > 21d, ALL, ALL)
BLKB
CCF
COO
DVMT
PRAH
SSNC
SWKS

*T2_INIT_LAG (ER > 21d, ALL, ALL)
ARI
CARB
MMM
WDC

*T1_PEH (ER > 21d, ALL, ALL)
AM
DEA
DIS
DUK
FF
HLI
IONS
KRNT
MXL
NVDA
PCLN
PRI
SBRA
STWD
SUPN
ZAYO

*T1/T2_ON_DECK (ER < 1, ALL, ALL):
ATH
ATHM
CRL

*T1_EARN (ER < 10d, ALL, ALL)
AMAT
BABA
CRM
HD
TTD
UPLD

*T1_EARN (ER < 21d, ALL, ALL)
BMO
CPL
MOMO
TD
ULTA
VEEV

*T2_INIT_EARN (ER < 10d, ALL, ALL)
CSCO
DE
SNPS
TRVG
WB

*T2_INIT_EARN (ER < 21d, ALL, ALL)
DY

*T2_EARN (ER < 21d, ALL, ALL)
CPL

For more information on my ratings process please visit: https://jspmblog.wordpress.com/coverage/

Coverage 4.12.17 (after-close)

*T1_ACCUM (ER >21d, NASDAQ, LCs)
ADBE
BABA

*T1_ACCUM (ER >21d, NYSE, LCs)
<NONE>

*T1_ACCUM (ER > 21d, NASDAQ, MCs)
MOMO

*T1_ACCUM (ER >21d, NYSE, MCs)
STWD

*T1_HOLD (ER > 21d, NASDAQ, All)
CRM
HQY
ILMN
MDCO
TTD

*T1_HOLD (ER > 21d, NYSE, All)
BMO
DUK
ED
EOG
ESNT
HD
TD
VEEV

*T1_DIST (ER > 21d, NASDAQ, All)
AMAT
CDW
CSCO
NVDA
ULTA

*T1_DIST (ER > 21d, NYSE, All)
FDX
MXL

*T2_INIT_IGO (ER > 21d, ALL, ALL)
COO
DEA
DIS
INCY
JD
OTEX

*T2_INIT_LAG (ER > 21d, ALL, ALL)
AVGO
CSCO
DE
FF
SNPS
TPIC
VMW

*T2_PRIME (ER > 21d, ALL, ALL)
<NONE>

*T2_WATCH (ER > 21d, ALL, ALL)
AMN
ARD
AZSEY
CPL
HLI
PLAY
SO
SYY
TRVG
ZAYO

*T1_EARN (ER < 10d, ALL, ALL)
HDB
ISRG
JPM
KEY
NFLX
TSM
UNH

*T1_EARN (ER < 21d, ALL, ALL)
AAPL
ADC
AEIS
AERI
ALGN
AMZN
AZPN
BA
BAX
CAT
CCI
CGNX
CIM
CMI
CRUS
DFT
EQIX
FB
GD
GOOGL
HAL
ICE
INXN
IONS
KO
KRNT
LLL
LMT
MSFT
PEB
PRAH
PYPL
RMP
SNY
SWKS
SYK
TAL
TNET
TSLA
TXN
UTX
WY
XLNX

*T2_INIT_EARN (ER < 21d, ALL, ALL)
ARI
BIVV
BLKB
BX
COP
CRTO
DPS
EDU
ELLI
GNTX
GRMN
IDXX
INN
INTC
LHO
NOC
OKE
PPL
ROK
SAP
SBUX
STL
WFC

*T2_EARN (ER < 21d, ALL, ALL)
ABBV
AEP
AHGP
AMGN
APH
BRKS
BXMT
CARB
CDNS
CELG
CORT
CRL
CSX
DBD
DHR
DLR
EIX
EW
GATX
HOMB
IBM
IP
IPHI
IVZ
LH
LNT
LOGM
MA
MET
MPLX
MRCY
MTSI
NBLX
NCR
NDAQ
NEE
PCAR
PCG
PEP
PFE
RAI
RDN
RLJ
RTN
SBCF
SPGI
SSNC
SUPN
TSS
V
WAL
WCN
WDC
WM
WPZ

For more information please visit: https://jspmblog.wordpress.com/coverage/

Coverage 4.11.17 (mid-day)

*T1_ACCUM (ER >21d, NASDAQ, LCs)
ILMN

*T1_ACCUM (ER >21d, NYSE, LCs)
<NONE>

*T1_ACCUM (ER > 21d, NASDAQ, MCs)
KRNT
MDCO
MOMO
TTD

*T1_ACCUM (ER >21d, NYSE, MCs)
CIM
ESNT
INXN
STWD

*T1_HOLD (ER > 21d, NASDAQ, All)
ADBE
ATVI
BABA
CDW
CRM
CRUS
EQIX
HQY
NVDA
PCLN
TSLA
ULTA

*T1_HOLD (ER > 21d, NYSE, All)
ANET
BMO
EOG
FDX
HD
ICE
MXL
TD
VEEV

*T1_DIST (ER > 21d, NASDAQ, All)
AAPL
AERI
AMAT
CSCO
FB
IONS
LITE

*T1_DIST (ER > 21d, NYSE, All)
CMI
DUK
ED
GKOS
RMP
SO

*T2_INIT (ER > 21d, ALL, ALL)
DEA
DIS
FF
INN
JD
OTEX
SNPS
WPZ

*T2_PRIME (ER > 21d, ALL, ALL)
BIVV
DE
RLJ
SSP
SUPN

*T2_WATCH (ER > 21d, ALL, ALL)
AMN
ARD
AZSEY
CARB
CPL
CRL
EIX
LNT
MEI
PCG
SYY
TRVG
UPLD
V
VMW

*T1_EARN (ER < 10d, ALL, ALL)
HDB
ISRG
JPM
KEY
MXIM
NFLX
TSM
UNH

*T1_EARN (ER < 21d, ALL, ALL)
ADC
AEIS
ALGN
AMZN
AZPN
BA
BAX
CAT
CCI
CGNX
CME
COMM
DFT
DOW
FLIR
GD
GLW
GOOGL
HAL
IR
KO
LLL
LMT
MPWR
MSFT
PEB
PRAH
PYPL
SNY
SWKS
SYK
TAL
TNET
TXN
UTX
WY
XLNX

*T2_INIT_EARN (ER < 21d, ALL, ALL)
AOS
BLKB
DPS
ELLI
IDXX
INTC
NOC
PPL
ROK
SAP
SBUX
STL

*T2_EARN (ER < 21d, ALL, ALL)
ABBV
AEP
AHGP
AMGN
APH
ARI
BRKS
BX
BXMT
CDNS
CELG
COP
CSX
DBD
DHR
DLR
EDU
EW
GATX
GNTX
HOMB
IBM
IP
IPHI
IVZ
LH
LHO
LOGM
MPLX
MRCY
MTSI
NCR
NEE
PCAR
RAI
RDN
RTN
SBCF
SPGI
SSNC
TSS
WAL
WCN
WDC
WFC
WM

For more information please visit: https://jspmblog.wordpress.com/coverage/

Coverage 4.10.17 (after-close)

Buyable coverage in T1 continues to thin out due to earnings proximity, buyable names in LC space is especially thin.

*T1_ACCUM (ER >21d, NASDAQ, LCs)
ADBE
BABA
TSLA

*T1_ACCUM (ER >21d, NYSE, LCs)
<NONE>

*T1_ACCUM (ER > 21d, NASDAQ, MCs)
CRUS
MDCO
MOMO

*T1_ACCUM (ER >21d, NYSE, MCs)
INXN
STWD

*T1_HOLD (ER > 21d, NASDAQ, All)
AMAT
ATVI
CDW
CRM
EQIX
HQY
ILMN
KRNT
MPWR
PCLN
ULTA

*T1_HOLD (ER > 21d, NYSE, All)
ANET
BMO
CIM
EOG
ESNT
FDX
HD
ICE
MXL
TD
TNET
VEEV

*T1_DIST (ER > 21d, NASDAQ, All)
AAPL
AEIS
AERI
CGNX
CSCO
FB
IONS
LITE
NVDA
TTD

*T1_DIST (ER > 21d, NYSE, All)
CMI
DUK
ED
GKOS
RMP
SO

*T2_INIT (ER > 21d, ALL, ALL)
ANW
AVGO
BIVV
CRTO
DEA
FF
JD
OKE
OTEX
SNPS
TPIC
WPZ

*T2_PRIME (ER > 21d, ALL, ALL)
SSP
SUPN

*T2_WATCH (ER > 21d, ALL, ALL)
ATH
AZSEY
CCF
COHR
CORT
DE
DY
EIX
HLI
LNT
MA
MCHP
NDAQ
PCG
PEP
PFE
RLJ
SWIR
TRVG
UPLD
V
ZAYO
ZBRA

*T1_EARN (ER < 10d, ALL, ALL)
HDB
ISRG
JPM
KEY
MXIM
NFLX
TSM
UNH

*T1_EARN (ER < 21d, ALL, ALL)
ADC
ALGN
AMZN
AZPN
BA
BAX
CAT
CCI
CME
COMM
DFT
DOW
FLIR
GD
GLW
GOOGL
HAL
IR
KO
LLL
LMT
MSFT
PEB
PRAH
PYPL
SNY
SWKS
SYK
TAL
TXN
UTX
WY
XLNX

*T2_INIT_EARN (ER < 21d, ALL, ALL)
AOS
BLKB
DPS
ELLI
IDXX
INTC
NOC
PPL
ROK
SAP
SBUX
STL

*T2_EARN (ER < 21d, ALL, ALL)
ABBV
AEP
AHGP
AMGN
APH
ARI
BX
BXMT
CDNS
CELG
COP
CSX
DHR
DLR
EDU
EW
GATX
GNTX
HOMB
IBM
IP
IPHI
IVZ
LH
LHO
LOGM
MPLX
MRCY
MTSI
NEE
PCAR
RAI
RDN
RTN
SBCF
SPGI
SSNC
TSS
VMW
WAL
WFC
WM

For more information please visit: https://jspmblog.wordpress.com/coverage/

Coverage 4.9.17 (weekly)

*T1_ACCUM (ER >21d, NASDAQ, LCs)
ADBE
ATVI
BABA
ILMN
TSLA

*T1_ACCUM (ER >21d, NYSE, LCs)
ICE

*T1_ACCUM (ER > 21d, NASDAQ, MCs)
CRUS
KRNT
MDCO

*T1_ACCUM (ER >21d, NYSE, MCs)
GKOS
INXN
STWD
VEEV

*T1_HOLD (ER > 21d, NASDAQ, All)
AERI
AMAT
CDW
CRM
EQIX
HQY
MPWR
PCLN
ULTA

*T1_HOLD (ER > 21d, NYSE, All)
BMO
CIM
ESNT
FDX
HD
MXL
TD
TNET

*T1_DIST (ER > 21d, NASDAQ, All)
AAPL
AEIS
CGNX
CSCO
FB
IONS
LITE
NVDA
TTD

*T1_DIST (ER > 21d, NYSE, All)
ANET
CMI
DUK
ED
EOG
RMP
SO

*T2_INIT (ER > 21d, ALL, ALL)
AMN
AVGO
FF
MOMO
OKE
SNPS

*T2_PRIME (ER > 21d, ALL, ALL)
DEA
JD
SSP
WPZ

*T2_WATCH (ER > 21d, ALL, ALL)
ANW
ARD
ATH
AZSEY
CCF
COHR
DE
DY
EIX
HLI
INCY
LNT
MA
MCHP
NDAQ
PCG
PEP
PFE
TRVG
V
ZAYO
ZBRA

*T1_EARN (ER < 10d, ALL, ALL)
HDB
ISRG
JPM
KEY
MXIM
NFLX
TSM
UNH

*T1_EARN (ER < 21d, ALL, ALL)
ADC
ALGN
AMZN
AZPN
BA
BAX
CAT
CCI
CME
COMM
DFT
DOW
FLIR
GD
GLW
GOOGL
HAL
IR
KO
LLL
LMT
MSFT
PEB
PRAH
PYPL
SNY
SWKS
SYK
TAL
TXN
UTX
WY
XLNX

*T2_INIT_EARN (ER < 21d, ALL, ALL)
AOS
BLKB
DPS
ELLI
IDXX
INTC
NOC
PPL
ROK
SAP
SBUX
STL

*T2_EARN (ER < 21d, ALL, ALL)
ABBV
AEP
AHGP
AMGN
APH
ARI
BX
BXMT
CDNS
CELG
COP
CSX
DHR
DLR
EDU
EW
GATX
GNTX
HOMB
IBM
IP
IPHI
IVZ
LH
LHO
LOGM
MPLX
MRCY
MTSI
NEE
PCAR
RAI
RDN
RTN
SBCF
SPGI
SSNC
TSS
VMW
WAL
WFC
WM

For more information please visit: https://jspmblog.wordpress.com/coverage/

Coverage 4.6.17 (after-close)

*T1_ACCUM (ER >21d, NASDAQ, LCs)
ADBE
CRM
EQIX
TSLA

*T1_ACCUM (ER >21d, NYSE, LCs)
HD
ICE
WY

*T1_ACCUM (ER > 21d, NASDAQ, MCs)
CGNX
HQY
KRNT
MDCO
TTD
ULTA

*T1_ACCUM (ER >21d, NYSE, MCs)
ANET
ESNT
MXL
TNET
VEEV

*T1_HOLD (ER > 21d, NASDAQ, All)
AERI
BABA
CDW
CSCO
ILMN
LITE
MPWR
PCLN

*T1_HOLD (ER > 21d, NYSE, All)
CIM
CMI
DUK
ED
EOG
FDX
GKOS
PFE
RMP
SNY
STWD
TD

*T1_DIST (ER > 21d, NASDAQ, All)
AAPL
AEIS
AMAT
FB
IONS
NVDA

*T1_DIST (ER > 21d, NYSE, All)
ACN
CRL
INXN
SO

*T2_INIT (ER > 21d, ALL, ALL)
AMN
AVGO
BMO
COO
CRTO
DIS
FF
GRMN
IDXX
INN
MEI
OKE
OTEX
SNPS
TPIC

*T2_PRIME (ER > 21d, ALL, ALL)
MOMO

*T2_WATCH (ER > 21d, ALL, ALL)
ATH
COHR
DE
DY
MA
MCHP
NTES
PCTY
VIPS
VNOM

*T1_EARN (ER < 10d, ALL, ALL)
JPM
TSM

*T1_EARN (ER < 21d, ALL, ALL)
ADC
ALGN
AMZN
ARI
BA
BAX
BX
CAT
CCI
CME
COMM
CRUS
DFT
DOW
FLIR
GD
GLW
GOOGL
HAL
HDB
IR
ISRG
KEY
KO
LLL
LMT
MSFT
MXIM
NFLX
PEB
PRAH
PYPL
SWKS
SYK
TAL
TXN
UNH
UTX
XLNX

*T2_INIT_EARN (ER < 21d, ALL, ALL)
AOS
BLKB
DPS
ELLI
INTC
LHO
NOC
PPL
ROK
SAP
SBUX
STL

*T2_EARN (ER < 21d, ALL, ALL)
ABBV
AEP
AHGP
AMGN
APH
CCF
CDNS
CELG
COP
CSX
DHR
DLR
EDU
EW
GATX
GNTX
HOMB
IVZ
LH
MRCY
NEE
PCAR
RAI
RTN
SPGI
SSNC
TSS
VMW
WAL
WFC
WM

For more information please visit: https://jspmblog.wordpress.com/coverage/

Coverage 4.5.17 (evening)

*T1_ACCUM (ER >21d, NASDAQ, LCs)
ADBE
CRM
EQIX

*T1_ACCUM (ER >21d, NYSE, LCs)
DUK
HD

*T1_ACCUM (ER > 21d, NASDAQ, MCs)
HQY
KRNT
TTD
ULTA

*T1_ACCUM (ER >21d, NYSE, MCs)
ANET
ED
ESNT

*T1_HOLD (ER > 21d, NASDAQ, All)
AAPL
BABA
CDW
CGNX
CSCO
FB
MDCO
MPWR
PCLN
TSLA

*T1_HOLD (ER > 21d, NYSE, All)
CIM
CMI
EOG
FDX
MXL
PFE
RMP
SNY
STWD
TD
TNET

*T1_DIST (ER > 21d, NASDAQ, All)
AEIS
AERI
AMAT
ILMN
IONS
LITE
NVDA

*T1_DIST (ER > 21d, NYSE, All)
ACN
CRL
GKOS
INXN
VEEV

*T2_INIT (ER > 21d, ALL, ALL)
AMN
BMO
CRTO
DIS
FF
GRMN
GWPH
ICE
IDXX
INCY
INN
MEI
MOMO
OTEX
SNPS

*T2_PRIME (ER > 21d, ALL, ALL)
NTES
OKE
WEC
WY

*T2_WATCH (ER > 21d, ALL, ALL)
CPL
DY
MA
MCHP
PCTY
PFE
SYY

*T1_EARN (ER < 10d, ALL, ALL)
JPM

*T1_EARN (ER < 21d, ALL, ALL)
ADC
ALGN
AMZN
ARI
AZPN
BA
BAX
BX
CAT
CCI
CME
COMM
CRUS
DFT
DOW
FFIV
FLIR
GD
GLW
GOOGL
GSK
HAL
HDB
IR
ISRG
KEY
KO
LLL
LMT
MSFT
MXIM
NFLX
PEB
PEP
PRAH
PYPL
SO
SWKS
SYK
TAL
TXN
UNH
UTX
VZ
XLNX

*T2_INIT_EARN (ER < 21d, ALL, ALL)
AOS
BLKB
DPS
ELLI
INTC
LHO
NOC
PPL
ROK
SAP
SBUX
STL
TSM

*T2_EARN (ER < 21d, ALL, ALL)
ABBV
AEP
AHGP
AMGN
APH
CCF
CDNS
CELG
COP
CSX
DHR
DLR
EDU
EW
GATX
GNTX
HOMB
LH
MRCY
NEE
PCAR
RAI
RTN
SPGI
SSNC
TSS
VMW
WAL
WFC
WM

For more information please visit: https://jspmblog.wordpress.com/coverage/