Schaeffer's 43rd Anniversary Stock Picks in 2024

2 Stocks Making Massive Post-Earnings Moves

Meanwhile, Winnebago is getting a sector boost from Thor

Digital Content Manager
Sep 30, 2019 at 2:44 PM
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Big gains from Apple (AAPL) are helping boost stocks at midday. Three other names making major moves are RV manufacturers Thor Industries, Inc. (NYSE:THO) and Winnebago Industries, Inc. (NYSE:WGO), as well as egg producer Cal-Maine Foods Inc (NASDAQ:CALM). Below, we'll explore what's driving the shares of THO, WGO, and CALM. 

THO Stock Eyes Biggest One-Day Pop in Eight Years 

The shares of THO are up 14.6% at $56.08, after the RV producer revealed a better-than-expected profit for its fiscal fourth quarter. The firm cited a favorable product mix and lower costs in its North American towable unit. Thor also reported revenue that fell short of estimates, but said it felt optimistic about its fiscal 2020 forecast.

Today's surge has the equity eyeing its biggest one-day percentage gain in over eight years, with THO now facing off with its 200-day moving average for the first time since March 2018. What's more, the security is trading back atop its year-to-date breakeven mark. 

Sector Boost Shoots WGO Stock Higher 

As a result of THO's great day, sector peer Winnebago is also getting a boost. The stock is up 7.3% at $38.54, rallying hard off its 100-day moving average. Looking more broadly, WGO stock hit a one-month peak of $40.61 in late September, before easing back below this round-number mark, but remains 58% higher year-to-date. 

Short sellers have been jumping ship, with these bearish bets down 5.7% in the last two reporting periods. However, the 3.9 million shares sold short still represent a solid 12.7% of the stock's available float, and would take nearly two weeks to cover, at WGO's average pace of trading. This could help propel the stock higher, should even more of these pessimistic positions begin to unwind. 

CALM Stock Gets Egg on its Face After Earnings

Cal-Maine Foods is seeing a major gap lower today, after the egg producer revealed a fiscal first-quarter loss of 94 cents per share on revenue of $241.2 million -- both of which were worse than analysts' estimates. CALM said its sales were hurt by lower prices from conventional eggs, with CEO Dolph Baker citing "very challenging market conditions that prevailed throughout the summer." The stock is down 11% at $40.44, at last check, eyeing its biggest one-day percentage drop since September 2015. 

Options bears have taken notice today, with 2,639 puts across the tape so far -- eight times what is typically seen at this point -- compared to only 799 calls. The weekly 10/4 38-strike put is the most popular, where new positions are being initiated. However, the bid-ask spread is currently too wide to tell if these puts are being bought or sold.

 

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