Спайдер незначительно повышается открытием торгов на NYSE.
Европейские индексы на положительной территориии.
SPY (внутр/ст на премаркете. Сопротивление: 166.00 Поддержка: 165.50
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: VSAT +3.7%.
Select financial related names showing strength: NBG +10%, ING +3.4%, RBS +3.1%, DB +1.6%, UBS +1.4%, CS +1.1% (Fitch affirms ratings), SAN +1%, HBC +0.7% (Fitch affirms HSBC at 'AA-', Outlook 'Stable'), BAC +0.4% (Fitch affirms BAC's IDR rating at 'A', Upgrades viability rating to 'A-' from 'bbb+'; Outlook 'stable').
A few oil/gas related names showing strength: TOT +1.5%, RDS.A +1.2%, E +0.9%,.
Other news: ETRM +15.3% (completes VBLOC therapy pre-PMA meeting with FDA; expects to submit PMA in Q2 2013; prepares for subsequent advisory panel review), CLSN +6.4% (Celsion's ThermoDox HEAT Study Findings Reviewed at the 9th Annual World Conference on Interventional Oncology; Duration of RFA Procedure Correlates with an Overall Survival Benefit), STML +2.7% (Stemline Therapeutics prices public offering of ~4.14 mln shares of common stock at $14.50 per share), ASRV +2% (announces a new 384,000 share common stock repurchase program ), KSU +2% (KSU to replace DF in the S&P 500), TSLA +1.9% (prices 3.39 mln share offering at $92.24; CEO Musk to purchase 1.08 mln shares), AMD +1.8% (rebounding from yesterdays drop on Goldman downgrade), KSS +0.9% (Barron's profiles positive view on Kohl's), YHOO +0.8% (Yahoo! had serious discussions with Tumblr regarding possible acquisition, according to reports), SRE +0.3% (Sempra Energy, GDF SUEZ, Mitsubishi, Mitsui sign tolling capacity, joint-venture agreements for Louisiana liquefaction export facility).
Analyst comments: RKUS +4.5% (upgraded to Buy from Neutral at Goldman), GM +1.3% (upgraded to Buy from Underperform at Credit Agricole), YOKU +1.2% (was upgraded yesterday intraday at HSBC), VZ +0.6% (initiated with an Overweight at Barclays)
Gapping down:
n reaction to disappointing earnings/guidance: ARUN -21.6% (downgraded by multiple analysts; also acquires Meridian; terms not disclosed), ADSK -6.2%, DCI -5.5%, (ticking lower), JWN -3.3%, JCP -3%, SINA -2.6%, BRCD -2.4%, SSI -1.3% (light volume), AMAT -0.7% (released near the close), DELL -0.3%.
M&A related: YONG -6% (provides update on status of proposed go private offer; letter informs Full Alliance that Abax remains interested in pursuing the proposed going private transaction).
Other news: DDD -3.5% (still checking), GTS -1.6% (pricesan ~5.40 mln shares of Class B common stock by certain selling shareholders at $18.25/share ), EGLE -1.5% (modestly pulling back following yesterdays earnings boost), DF -0.5% (KSU to replace DF in the S&P 500).
Analyst comments: NGG -1.9% (downgraded to Neutral from Outperform at Exane BNP Paribas), WSM -1.5% (downgraded to Neutral at BofA/Merrill), DE -0.8% (downgraded to Sell from Neutral at Goldman), DIS -0.4% ( downgraded to Neutral from Overweight at Atlantic Equities )
Отчеты компаний:
Сегодня перед открытием:
DCI ISS SSI
Вчера после закрытия:
ADSK AMAT ARUN BONA BRCD DELL ENV HOLI ITI JCP JWN SINA VNET VSAT XUE
Торговые идеи NYSE и NASDAQ:
ARUN – шорт ниже уровней премаркета.
ADSK – лонг выше цены открытия.
SINA – шорт ниже минимума премаркета, выше 59,00 смотрим акцию в лонг.
DDD – лонг выше 45.00
Спайдер незначительно изменяется открытием торгов на NYSE.
Европейские индексы на положительной территориии.
SPY (внутр/ковое двиежние премаркете. Сопротивление: 166.25 Поддержка: 165.50
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: EGLE +12.4%, CSCO +10.5%, KSS +6.8%, DANG +4.3%, DDS +3.8%, AV +2.8%, (ticking higher), NTES +2.6%.
M&A related: ACT +1.0% (ongoing M&A realted speculation, initially traded higher following WSJ story that Novartis is considering if it should enter the takeover battle for ACT; hearing NVS denied rumors).
A few financial related names showing strength: NBG +6.5%, RBS +2.1%, LYG +1.1%, BCS +1%.
Select solar stocks seeing continued strength: SPWR +5.6% (upgraded to Outperform at Cowen), TSL +3.4%, CSIQ +3.2%.
Select CSCO peers/tech names showing strength: JNPR +3.1%, BRCD +2.1% (Soros Fund Mgmt discloses notable new Q1 position), FNSR +1.6%, AMAT +1.4%, CIEN +1.3%, VMW +1.3% (Soros Fund Mgmt discloses notable new Q1 position), EMC +1.2%.
Other news: RGDX +29.6% (thinly traded, Response Genetics, Inc. Announces Contract With Blue Shield of California), TSLA +11.1% (filed for a mixed securities shelf offering consisting of common stock and debt securities, announces offerings of common stock and convertible senior notes, CEO Musk indicates interest in buying up to 1.2 mln shares through shelf offering/private placement), SPPI +7.9% (seeing notable premarket strength, checking around for catalyst (may be ASCO presentation slides out), YRCW +6.1% (continued strength), HALO +4.4% (to present new data on PEGPH20 in pancreatic cancer at American Society of Clinical Oncology Annual Meeting ), LMCA +4% (Berkshire Hathaway discloses 5.03% passive stake in 13G filing), ROSG +4% (continued strength following late surge higher), ONTY +3.4% (announces results from randomized Phase III START trial of the investigational MUC1 antigen-specific cancer immunotherapy L-BLP25 in patients with unresectable, locally advanced Stage III non-small cell lung cancer; primary endpoint of improving overall survival was not met), CBI +3% (Berkshire reports new Q1 stake in CBI), JCP +2.3% (strength ahead of earnings and following KSS results), SCTY +2.3% (following filing indicating Elon Musk buying TSLA shares), NAVB +2.1% (Nordion signs contract manufacturing agreement with Navidea Biopharmaceutical), MU +1.7% (Micron announces issuance by Tokyo High Court of Order dismissing creditor appeals), INVN +1.4% (provides legal matters update: co brought a legal suit against ST Microelectronic), ZTS +1.3% (FDA approves APOQUEL to Control Itch and Inflammation in Allergic Dogs), IACI +0.7% (Greenlight discloses new position), FANG +0.7% (prices 4.5 mln shares of common stock at a price of $29.25 per share), POT +0.5% ( increases quarterly dividend).
Analyst comments: PANW +0.5% ( upgraded to Overweight from Equal-Weight at Morgan Stanley), AMZN +0.3% (initiated with a Buy at Lazard)
Gapping down:
In reaction to disappointing earnings/guidance: VRML -5.3% (light volume), NQ -5.5%, ACXM -3.9%, (light volume), YOKU -2.7%, WMT -2%, JACK -0.9%.
Metals/mining stocks trading lower: AU -3.4%, IAG -2.8%, EGO -2.8%, RIO -2.2%, AUY -1.7%, SLW -1.7%, RIO -1.6%, NEM -1.5%, GLD -1.4%, MT
Отчеты компаний:
Сегодня перед открытием:
BRC CTCH DANG DSCI EDAP FLO IMOS KSS PBH SOL WMT
Вчера после закрытия:
ACXM ADAT AGRO ANW BAGR BLIN BSPM CEP CSCO DDS DSS EFOI EGLE JACK KGJI LWAY MBND NQ NTES ONP ONSM OVRL RLGT SAPE SB SBSA SKX TRIT VRML WYY YOKU Торговые идеи NYSE и NASDAQ:
JNPR – шорт ниже 17.50
CBI – шорт ниже 60.00
NQ – шорт ниже 9.00 с потенциалом до 50 центов, выше 9.00 возможен лонг.
DDR – лонг выше максимума премаркета.
KSS – лонг выше уровней премаркета.
NTES – лонг выше 62.00
Спайдер незначительно изменяется открытием торгов на NYSE.
Европейские индексы на положительной территориии.
SPY (внутр/ст на премаркете. Сопротивление: 165.25 Поддержка: 164.75
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: CHCI +41.4%, VIPS +10.4%, VOXX +8.1%, FENG +7.1% (light volume), SPWR +5.6%, EJ +4.9% (thinly traded), ALXA +4.8% (light volume), CHLN +4.7% (light volume), PRMW +4.6% (light volume), MIL +2.8% (ticking higher), CSC +2.4%, M +1.3%, TPH +1.3%, PF +0.9% (also announces commencement of quarterly dividend program; declares initial dividend of $0.18 per share), A +0.8%.
M&A news: MFLR +48.6% (Independent Bank and Mayflower Bancorp, Inc. Sign Definitive Merger Agreement for Acquisition of Mayflower Bancorp),.
Other news: TXCC +10% (hires Needham & Company to evaluate strategic alternatives), NEPT +6.1% (ticking higher, reports that the Class Action Lawsuit Against the co was Dismissed), RYAAY +2.6% (move attributed to comments from CEO that passenger growth rate may double by 2018), AFFY +2.1% (discloses CEO to step down on May 15), HA +1.9% (prices $444.54 mln offering of Class A and Class B enhanced equipment trust certificates), TTM +1.7% (India's Sensex closed higher by 2.5% as India's broad wholesale measure was cooler than expected at 4.89%), DSS +1.6% (Lexington Technology Group reaches settlement with a second defendant in Bascom patent case), WAB +0.1% (announces 2-For-1 stock split, 60% dividend increase).
Analyst comments: INSM +9.4% (initiated with Buy at Lazard), ARO +3.1% (upgraded to Outperform from Market Perform at BMO), SODA +2.2% (Hearing tgt raised to $75 at ROTH Capital), GPS +1.5% (upgraded to Buy from Neutral at Citigroup), HALO +1.3% (initiated with an Overweight at Piper Jaffray), UN +0.7% (upgraded to Buy from Reduce at Nomura), AZN +0.6% (Hearing estimates raised at Berenberg)
Gapping down:
In reaction to disappointing earnings/guidance: XONE -8.6%, PLAB -5.5%, ROG -4.6% (provides update on cost improvement initiatives; reaffirms non-GAAP Q2 guidance, lowers GAAP Q2 guidance), DE -4%, WMC -3.1% (light volume), AG -2.2% (light volume), TMHC -0.5% (light volume).
Select oil/gas related names showing early weakness: STO -2.2%, RDS.A -2.1%, BP -0.4% (BP, Statoil and Shell are subject of price fixing probe by EU commission, according to reports ), SDRL -1.3%, RIG -1.0%.
A few telcom names are lower: PT -2.5%, FTE -1.7%, VOD -0.5%
Other news: RMTI -10.9% (announces proposed public offering of common stock; size not disclosed), AINV -5.3% (announces public offering of 18 mln shares of common stock), P -4.5% (GOOG to launch streaming music service ), AIXG -2.5% (still checking), THC -2.5% (still checking, presented yesterday afternoon at BofA conference), RH -2.2% (Restoration Hardware priced its public follow-on offering of common stock by existing stockholders; size of the offering has been increased to ~8.674 mln shares of common stock at a public offering price of $50.00/share), SNE -1.7% (Sony plans to withdraw ODM orders for 2014 du
Отчеты компаний:
Сегодня перед открытием:
ACAT BASI BDR CGX CHLN CSC DE DLHC EJ GLOG JST M MIL NSLP OXF PFSW SORL VIP VSCP WMC
Вчера после закрытия:
A ATHX CCSC COVR DCIN DGSE EXP FENG GSB GVP KOOL NLST PRMW QBAK TXCC VIPS VOXX XONE
Торговые идеи NYSE и NASDAQ:
SPWR – смотрим акцию в течении дня, возможна хорошая волатильность.
M – смотрим акцию в лонг выше цены открытия, ниже 48.00 – шорт.
SODA – лонг выше 66.00
GPS – лонг выше 41.50
WMC – шорт ниже 20.00
P – лонг выше 16.50
THC – шорт ниже цены открытия.
Спайдер растет перед открытием торгов на NYSE.
Европейские индексы на положительной территориии.
SPY (внутр/ст на премаркете. Сопротивление: 164.00 Поддержка: 163.25
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: PDII +30.5% (light volume), TTWO +6.8%, RSOL +4.6% (thinly traded), SUMR +4.2% (light volume), HMIN +4.2%, NTI +3.7%, CAAS +3.3%, RENN +2.7%.
M&A news: SAP +0.6% (Hewlett-Packard says it has not tried to sell Autonomy to SAP, according to reports), OPTR +0.3% (slightly higher following late surge higher on reports of potential bidders including AZN and CBST).
Other news: NSPH +18.3% (announces distribution and collaboration agreement with Hitachi High-Technologies), CEMP +7.5% (signs exclusive license and development agreement for Solithromycin with Toyama Chemical ), TSLA +6.0% (continued strength following 11 point jump yesterday), SNE +4.3% (Dan Loeb is pressuring SNE to spin off its entertainment business (he owns 6.5% stake); SNE spokesmen says entertainment business not for sale, according to reports ), MCP +3.0% (continued momentum), QGEN +2.7% (still checking), BBRY +1.5% (ahead of today's Blackberry Mobile event), ADVS +0.8% (TPG Advisors discloses 14.7% active stake in 13D filing), HPY +0.8% (authorized a new $75 mln share repurchase program; existing $50 mln share repurchase program completed)
Analyst comments: FIO +3.4% (upgraded to Buy from Neutral at UBS), DF +2.4% (to Buy from Neutral at Janney Capital ), KMX +0.2% (ticking higher, initiated with a Buy at Nomura)
Gapping down:
In reaction to disappointing earnings/guidance: VELT -10.5%, SCTY -8.7%, EGL -7.9% (light volume), ALV -0.9%.
Select financial related names showing weakness: NBG -11.1%, MFG -2.7%, BBVA -1.8%, ING -1.6%, BCS -1.5%, DB -1.2%, CS -1.1%.
Select metals/mining stocks trading lower: RIO -3.3%, HMY -1.8%, FCX -1.8%, AU -1.7%, MT -1.6%, ABX -1.5%, SLW -1.4%, GOLD -1.1%, SLV -0.9%, BHP -0.8% (BHP Billiton's 2014 Capex to fall to $18 bln from the $22 bln 2013 estiamte, according to reports), KGC -0.6%.
A few oil/gas related names showing modest weakness: TOT -1.1%, SDRL -1%, STO -0.6%.
Solar names pulling back following SCTY results/TSL guidance: TSL -3.9% (lowers Q1 shipment guidance; sees shipments between 390 MW to 400 MW versus 420 MW to 430 MW prior guidance ), FSLR -3.1%, JKS -3%, CSIQ -1.9%, SPWR -1.2%, JASO -1.1%
Other news: CUB -10.8% (ticking lower, announces secondary underwritten public offering of 2.4 mln shares of its common stock by certain shareholders), MOSY -9.6% (announces proposed public offering of common stock; size not disclosed), SPH -4.5% (announces public offering of 2.7 mln common units representing limited partner interests in Suburban), WES -4% (announces public offering of 6.1 mln common units), NOK -3.6% (introduced the Nokia Lumia 925), TSPT -3.1% (discloses Purdue Pharma will no longer be utilizing the 90 contract sales representatives dedicated exclusively to promoting Intermezzo), SFLY -2% (proposed offering of $220 million convertible senior notes), PIKE -2% (announces Secondary Offering of 6.5 mln shares of its common stock by selling stockholder and concurrent $40 mln stoc
Отчеты компаний:
Сегодня перед открытием:
AEY AMAP CACH CCCL CXDC GFN GSOL HCLP OPXA PATH PTN RGDX SYPR TAM XWES
Вчера после закрытия:
AMCN ANTH ARTX CCXI CPA EGL FRF HMIN III INFU IOC LGL LGP NTI OINK PDEX PDII POST PSDV RENN RMKR SANW SMLP STXS SUMR SUPN TEAR TTWO VELT WX ZBB
Торговые идеи NYSE и NASDAQ:
TTWO – шорт ниже 17.50.
FSLR – лонг выше 50.00
SFLY – шорт ниже 43.00
Спайдер растет после публикации данных по розничным продажам.
Европейские индексы на отрицательной территориии.
SPY (внутр/ст на премаркете. Сопротивление: 163.25 Поддержка: 163.00
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: SUTR +8.8%, IGLD +8.4% (thinly traded). PERI +8.3%, SSYS +5.6%, ITRN +1.8% (light volume).
M&A news: ASIA +1.1% (AsiaInfo enters into definitive agreement to be acquired by consortium led by CITIC Capital Partners for US$12.00 per Share in Cash).
A few Rare earth names lifting: MCP +4.1%, AVL +2.0%, REE +1.4%
Other news: UNIS +16.7% (filed 10-Q; reports indicate the company is set to announce 'commercial contract', according to reports ), NBG +9.9% (FT report suggesting hedge fund interest in Greek banks), TLM +5% (still checking), WU +1.9% (Barron's profiles positive view on Western Union), OEH +1.8% (announces that Chairman J. Robert Lovejoy will retire from the Board upon the expiration of his terms at the co's Annual General Meeting on June 28, 2013; Board intends to name Mr. Hernandez Chairman), BBRY +1.4% (light volume, Barron's profiles positive view on Blackberry), THRX +1.3% (Theravance and Elan enter into a $1.0 bln royalty participation agreement related to four respiratory programs with GlaxoSmithKline ), TSRX +1.3% (announces notice of allowance of U.S. Patent application related to Tedizolid Phosphate combination with Daptomycin), GHDX +0.4% (announces Medicare expanded coverage policy for Oncotype DX breast cancer test to include ductal carcinoma in situ diagnosis).
Analyst comments: NOK +3.6% (upgraded to Buy from Sell at Danske Bank), GLW +2% (upgraded to Overweight from Equal Weight at Barclays, upgraded to Equal-Weight from Underweight at Morgan Stanley), KORS +1.6% (added to Best Ideas List at Morgan Stanley), AIG +1.4% (upgraded to Overweight from Equal Weight at Barclays), OC +0.2% (light volume, upgraded to Buy from Hold at KeyBanc Capital Mkts), HIG +0.2% (upgraded to Overweight from Equal Weight at Barclays)
Gapping down:
In reaction to disappointing earnings/guidance: CEL -5% (light volume), AU -2%, SLW -0.9%, YUM -0.6% (discloses April same-store sales declined an estimated 29% for the China Division, consistent with prior guidance).
Select financial related names showing weakness: DB -3.8%, UBS -2.8%, SAN -2.8%, RBS -2.6%, LYG +2.5%, ING -1.9%, BCS -1.9%, IRE -1.5%, JPM -0.8%,.
Other news: UNXL -5.1% (ticking lower following cautious Barrons mention), ENDP -4.8% (Endo Health responds to FDA's denial of OPANA ER citizen peititon; generics could reduce adjusted diluted EPS by ~$0.55 in 2013; downgraded at Lazard), STM -3.4% (still checking), MTG -2.3% ( plans special shareholders meeting and files shelf registration statement), CCL -1.8% (still checking), AAPL -0.7% (Samsung to launch 5G by 2020; reports out indicate Apple products may be cleared for Pentagon use by next week), GOOG -0.5% (AllThingsD discusses that Google does not plan to offer physical credit cards with Google Wallet), RIG -0.4% (Transocean Chairman Michael Talbert announces plans for retirement).
Analyst comments: MLNX -1.5% (downgraded to Equal Weight from Overweight at Barclays), ALLT -2% (downgraded to Equal Weight from Overweight at Barclays), CTRP -1.8% (downgraded to Neutral from Buy at Goldman), PRU -1.2% (downgraded to Neutral from Buy at BofA
Отчеты компаний:
Сегодня перед открытием:
ALTV BABY CIMT CTC CYD EDG MOBI NSSC PERI PTGI SARA VSR
Торговые идеи NYSE и NASDAQ:
MCP – шорт от 7.75
ENDP – шорт ниже 34.00, выше, при удержании бидов, лонг.
WU – лонг выше уровней премаркета.
YUM – лонг выше 70.30
Спайдер немного снижается перед открытием торгов на NYSE.
Европейские индексы на положительной территориии.
SPY (внутр/ст на премаркете. Сопротивление: 163.50 Поддержка: 163.00
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: UNIS +29.2%, BT +11.2% (also upgraded to Buy from Neutral at BofA/Merrill), UBNT +9.9%, (also upgraded to Outperform from Mkt Perform at Raymond James), EAC +8.6%, WIFI +8.2%, DAR +8%, MCP +7.9%, AMAP +7% (ticking higher, also AutoNavi Holdings confirms strategic alliance with Alibaba (ALBCF.PK) to develop location-based e-commerce opportunities; Alibaba will invest ~ $294 mln in newly issued preferred and ordinary shares of the co), GPS +5.9%, ACET +5.3% (light volume), XIN +5.3% (ticking higher), SQNM +5%, ECPG +4.4% (light volume), MT +4.2%, WCRX +3.3% (light volume), MNKD +3%, AMRN +2.5%, PDLI +2%, NVDA +1%.
M&A news: DELL +0.7% (Carl Icahn and Southeastern Asset Management have proposed letting DELL shareholders keep stock & take another $12/share in cash & stock, according to reports).
Select financial related names showing strength: NBG +5.4%, RBS +2.1%, CS +1.8%, BCS +1.6%, HBC +0.8%, BAC +0.2% (KeyCorp to acquire Bank of America CMBS Servicing Portfolio and Berkadia CMBS Special Servicing Business),.
A few European drug names trading higher: SNY +1.8%, NVS +1.4%, GSK +1.0%
Other news: REE +4.4% and AVL +1.9% (ticking higher following MCP results), BKS +3.7% (continued strength), NOK +2.5% (still checking), TTM +2.4% and ALV +1.5% (ticking higher pre-market following India car sales reports), ASML +1.8% (still checking), SINA +1.5% (strength overseas following HSBC upgrade), ALB +1% (discloses $450 mln accelerated share repurchase program).
Analyst comments: TEVA +0.3% (initiated with an Outperform at BMO Capital)
Gapping down:
In reaction to disappointing earnings/guidance: AFFY -19.9% (filed 10-Q — reiterates that co could be required to liquidate assets, seek bankruptcy protection, or other alternatives, was up 160%+ over past three days), SMTX -15.5% (thinly traded), ONTY -10.2% (reports Q1 results; announces Phase 2 portion of PX-866 in NSCLC did not demonstrate an improvement in progression-free survival), BID -8.4% (light volume), AL -8.4%, TNGO -7%, EMKR -6.8% (ticking lower), BCEI -6.7%, MDRX -6.1%, YONG -6%, INTX -4.6% (light volume), CALL -4.5%, GALE -4.4%, JOBS -4% (light volume), AIRM -3.7%, HL -3%, PCLN -2.8%, TWER -2.4% (light volume), PANL -1.9%, FTK -1.8% (light volume), MDVN -1% (light volume).
Other news: PTIE -19.2% (receives correspondence from Pfizer who is proceeding to obtain endorsement of the Remoxy program but no final decision has been made at this time), DRRX -11.9% (also confirmed update on Remoxy; Pfizer 'would not expect to submit a response to the 'complete response' letter before mid-2015' ), DSCO -8.5% (announces proposed public offering of common stock; size not disclosed ), SNTS -6.9% (announces proposed secondary common stock offering by a selling stockholder; size not disclosed), APO –
Отчеты компаний:
Сегодня перед открытием:
AMAP BECN BTN CDTI DRH EGT EVEP HL HOGS IFMI LMIA LXRX PGNX PTX RDNT SIRO STRL TRLG UPG URRE WCRX XIN
Вчера после закрытия:
ABCO ACET ACFN AGO AIRM AL ALEX ALIM ALXA ANLY APEI APFC ASCMA BBOX BFAM BID BONE BRKS BSQR CALL CCIX CDR CFN CPE CTP CYTX DAR DIOD DOVR DVCR EAC ECPG EGY EMAN EMKR ET FNHC FOLD FTK GIG GLOW GLPW GXP IDSY IMUC INTX INUV INWK JOBS JSDA KTOS LEDR LFVN LLNW LOCM LTRE LUNA MAIN MCP MDRX MDVN MNKD MSON NGVC NKTR NNI NPTN NTK NVDA OPTR PANL PCLN PCMI PDLI PFMT PRKR PSA RICK RNDY RNIN SAPE SDBT SF SLXP SMTX SQNM SREV TACT TMNG TNGO TSON TST TWER TZYM UEPS UNIS USMO VRNM WAGE WAVX WIFI WLDN WRLS ZIGO Торговые идеи NYSE и NASDAQ:
GPS – шорт ниже уровня 40.50
SNTS – лонг выше 19.00
MDRX – лонг выше 13.00, ниже смотрим акцию в шорт.
Спайдер немного снижается перед открытием торгов на NYSE.
Европейские индексы на положительной территориии.
SPY (внутр/ст на премаркете. Сопротивление: 162.75 Поддержка: 161.25
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: WBMD +17.2% (also Carl Icahn enters into memeber agreement with WBMD; adds to the Board — amended 13D filing), ARAY +14.5%, MYGN +9.5% (also upgraded to Buy from Neutral at Mizuho), WFM +8.2%, EA +7.9%, ACTS +7.2% (light volume), LOPE +6.7%, CTSH +5.6%, WILC +5.2% (thinly traded), ONXX +3.8%, NVTL +3.4% (light volume), DVA +3.4% (also disclosed letter agreement with Berkshire Hathaway), MODN +3.3% (light volume), TWO +3%, DMD +2.6% (light volume), KGC +2.3%, ING +2.1%, MCK +1.5% (Hearing tgt to $130 from $122 at Lazard), JCP +1.5%, BIO +1.2% (dropped in late trade), MITK +1.1% (light volume), MRO +1% (also upgraded to Outperform from Neutral at Macquarie), DGI +0.8%.
M&A related: PSE +19.4% (receives buyout proposal from Pioneer Natural Resources through a stock-for-unit exchange), LEDR +13.9% (Market Leader to be acquired by Trulia for an implied price of $11.33/share), YHOO +0.5% (Yahoo! has had discussions with Hulu over possible buyout, according to reports).
Gapping down:
VCLK -19.8% (also downgraded by multiple analysts), OCLR -19.1%, RBCN -12%, SYNC -11.3%, CHRW -7.0%, CA -6.4%, SGMS -5.8%, BTH -5.8%, FRGI -5%, (light volume), SYMC -4.8%, Z -4.8% (also downgraded to Neutral from Buy at Goldman), WMB -4.3%, JAZZ -4.2%, SODA -3.6%, AEG –
Отчеты компаний:
Сегодня перед открытием:
ALE AOL ARQL ATRS BANC BIOD CASM CBMX CECE CLMT CNDO CSPI CTSH CWH EMMS FOR FSYS FUN GEO GILT GKNT HII KELYA KERX KOPN LAMR LIOX LSE MAG MEMP MFB MNDO NAVB NSPH NXST PCRX PHMD POZN QRE SCON SFUN SKYW SODA SPAR STWD SUSS SXE TTI VITC VLCCF VVUS WD WEN WGA
Вчера после закрытия:
ACAD ACTS ANDE ARAY ARB ARC ARTC AWK AXLL BIO BIOL BMC BWC CA CCRN CDXS CHRW CHSP CLDT CLMS CODI COKE CSV CXPO DEI DGI DGIT DIS DKL DMD DVA EA EGAN ENPH ESE ESIO EXEL FANG FF FNGN FRGI FTEK FURX GA GAIA GCA GCAP GFF GPOR HCKT HRZN HTA IAG IRG JAZZ JBT KS KW LOPE LXFR LYV MAKO MCEP MCK MDLZ MITK MNTG MRO MYGN NRCI NVTL NYMT OAS OHI OME ONE ONXX ORA PLT POWL PRI PRTS PULS PZZA QUAD RBCN REG RLH RLOC RSO SALM SCMP SD SEV SGEN SLH SLRC SNHY SRDX SUNS SYMC TRIP TRNX TWO URS VCLK VTSS WBMD WFM WMB WPZ WTI XPO XRM Z ZIPR
Торговые идеи NYSE и NASDAQ:
CA – шорт ниже 26.00
WMB – шорт ниже 35.00, лонг выше 36.00
WBMD – шорт ниже 29.00
TWO – лонг выше 12.00
A few oil/gas related names showing modest strength: TOT +0.8%, RIG +0.7%, E +0.3%,.
Other news: ALU +8.4% and NOK +2.9% (still checking), NVGN +7.4% (thinly traded, announces two new executive appointments), EA +2.8% (Walt Disney and Electronic Arts announce multi-year Star Wars games agreement), RDN +2.8% (reports primary new insurance written of $4.12 bln, ending primary delinquent inventory of 81,577 loans), HMA +2.2% (Glenview Capital discloses 14.56% active stake in 13D filing), MBI +2.2% (continued strength), XIN +2% (continued strength).
Analyst comments: ACI +2.5% (upgraded to Neutral from Sell at Goldman), TSLA +2.2% (tgt to $68 from $45 at Jefferies), GPS +1.2% (upgraded to Outperform from Market Perform at Wells Fargo), ANF +0.3% (upgraded to Outperform from Market Perform at Wells Fargo)
Gapping down:
In reaction to disappointing earnings/guidance: ARUN -18.8%, RKUS -17.4%, HOLX -4.4%, ALLT -3.9%, LPX -3.6% (light volume), PUK -3.3%, FSLR -2.5%, PIKE -2.4%, (light volume), PRGO -2.4%, SMG -2.3%, PSEC -1.9%, CHUY -1.2% (light volume).
Other news: GNRC -3% (announces 9 mln share secondary offering by Funds Affiliated with CCMP Capital), GBDC -2.6% (announces public offering of 5.5 mln shares of common stock), BAX -2.6% (announces its Phase III clinical study of immunoglobulin (IG) did not meet its co-primary endpoints of reducing cognitive decline and preserving functional abilities in patients with mild to moderate Alzheimers disease), FSP -2.5% (announces offering of 15 million shares of common stock), CPN -2.4% (still checking), HTZ -2.2% (Announces Sale Of 49,800,405 Shares Of Common Stock By Selling Stockholders), ALGN -1.9% (confirms ITC Judge found ClearConnect infirnges all of Align's asserted patents).
Analyst comments: RBS -2.6% (downgraded to Neutral from Overweight at JPMorgan ), AIG -2.4% (downgraded to Neutral from Buy at Goldman), ANR -2.1% (downgraded to Sell from Neut
Отчеты компаний:
Сегодня перед открытием:
ACM AER AFAM AKRX AMRI ARCC ARIA AVIV BABY BCRX BLT BR CCOI CHTR CKP CLVS CMLP CMLS CNK CORE CQB CRZO CSIQ CVLT CVU DFT DFZ DTV DWRE DWSN EMR ENDP EOG FE FLML FOSL FXCM GSJK GSM GTE HCN HFC HIMX HPT HSIC HSON IFF INSM ISIS KWK LNCE LPX NNBR NRG NRGY NSM NTLS NVAX OAK OSIR PQ PRGO PRIM PTRY RDA RGS RHP SHOO SOHO STE STON SYMX TA TAST TDG TGH THRM TICC TRGT TTI TW TWTC UFCS UNT VPG WPC WRES XEC
Вчера после закрытия:
ALCO ALNY AMTG APC APTS ARRY BDE BSFT CECO CHUY CKEC CLNY CSU CUTR DCO DPM EFC ENOC FRP FSLR FST FTR GDP GLDD GLRE GWAY HOLX HPP IILG ININ IOSP KCAP LBTYA LDR LGCY LXU MELI MKTG MMLP MPO MR MTSC NLS NMFC NOAH NOG OTTR OXGN PAA PACD PEGA PIKE PKY PL PLNR PLOW PNG PODD PRA PSB PSEC REN REXI RKUS RNET ROSE RPAI SGY SHO SIGA SKH SMG SNTS STAG SYKE TCRD TECUA TLLP TPGI USU VNO VNTV WMS WSR
Торговые идеи NYSE и NASDAQ:
SNTS – лонг выше 21.50
BSFT – шорт ниже 28.00
DTV – шорт ниже 59.00
NSM – лонг выше 40.00
TSLA – лонг выше 62.00
ARUN – лонг выше 18.40
GNRC – шорт ниже уровней премаркета.
Спайдер торгуется с небольшим понижением перед открытием торгов на NYSE.
Европейские индексы изменяются разнонаправленно.
SPY (внутр/ст на премаркете. Сопротивление: 161.50 Поддержка: 161.00
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: APO +5.3% (light volume), BRK.B +2.2%.
M&A news: BMC +0.9% (continued M&A speculation; reports out indicate Private equity firms Bain and Golden Gate are near a $46/share deal to acquire BMC).
Other news: NLSN +3.8% (Onex to acquire Nielsen Expositions for $950 million), COR +3% (will replace 3D Systems in the S&P SmallCap 600 ), DDD +2.8% (will replace Macerich in the S&P MidCap 400), MAC +2.2% (set to join the S&P 500), SDRL +1.3% (still checking), REGI +1.3% (Bunge discloses 10.14% passive stake in 13G filing out Friday after the close), BAC +0.6% (Bank of America: US states have ended objection to $8.5 bln BAC/Countryside MBS settlement, according to reports).
Analyst comments: YRCW +4.1% (upgraded to Hold from Underweight at BB&T), CLF +2.5% (upgraded to Outperform from Market Perform at FBR ), HUM +1.2% (upgraded to Overweight from Neutral at JP Morgan), AAPL +0.6% (tgt to $525 from $465 at Barclays), KRFT +0.4% ( tgt to $60 from $52 at Jefferies)
Gapping down:
In reaction to disappointing earnings/guidance: TSN -3.7%, (light volume), EXXI -1.4%, COV -0.8%, MTGE -0.6%,.
Other news: LNCO -6.5% and LINE -3.0% (Barron's profiles cautious view on Linn Energy if dividend gets cut; previously said plan to recommend an increase to LINN and LinnCo's distribution / dividend of 6.2 percent to $0.77 per unit / share immediately following the closing of the Berry merger, which is expected to occur on or before July 1, 2013), YUM -1.9% (China authorities in process of testing mislabeled mutton linked to YUM, according to reports ), STO -1.6% and SI -1% (still checking for anything specific).
Analyst comments: KIM -1.5% (downgraded to Neutral from Buy at Goldman), CMA -0.5% (downgraded to Neutral from Buy at BTIG), CYS -0.4% (light volume, downgraded to Neutral from Buy at Nomura)
Отчеты компаний:
Сегодня перед открытием:
APO ARCP ATRO BPI DRAD EGOV EXXI FSS GTE IMKTA JMP MASC MINI MITT NHI ORBK PETS PNM SGNT SSP SYY TESO TSN USAK WLK ZINC
Торговые идеи NYSE и NASDAQ:
BMC – шорт ниже 45.50
DDD – смотрим акцию в лонг выше 41.50
APO – лонг выше максимумов премаркета.
LINE – лонг выше 37.00
Спайдер торгуется почти без изменений перед открытием торгов на NYSE.
Европейские индексы на положительной территории.
Nikkei -0,76%
SPY (внутр/ст на премаркете. Сопротивление: 159.00 Поддержка: 158.50
Премаркет NYSE/NASDAQ:
Gapping up:
In reaction to strong earnings/guidance: REGI +17.6%, HDSN +11.1%, YELP +10.3%, NIHD +8.6%, ISSI +7.7% (light volume), GNRC +7.5%, MWW +7.2%, BZH +6.6%, PGTI +5.5%, MDAS +4.8%, LQDT +4.5% (light volume), MDC +4.1%, (light volume), STX +4%, JDSU +3.8%, GM +3.4%, EL +2.9%, (light volume), DX +2.6%, V +2.5%, SFLY +2.4%, SNY +2.3%, MET +2.2%, PRU +2.1%, NXST +2.1% (announces secondary offering of 3.5 mln shares of co's Class A common stock by selling stockholders and repurchse of its common stock), ATML +1.9%, RDS.A +1.9%, TTS +1.8% (light volume), SI +1.7%, CI +1.7%, ANR +1.7%, FB +1.6%, SNN +1.5% (light volume), LVS +1.3%, LOCK +1.3%, CBS +1.1%, NLY +0.4% (light volume).
Financial related names showing strength: DB +2.5%, BBVA +2.1%, SAN +2%, ING +1.8%, CS +1.4%, BCS +1%, BAC +0.8%, C +0.7%, HBC +0.5%.
A few oil/gas related names showing strength: MHR +2.8%, PER +2.5%, CVRR +2.2%, BP +1.1%, HAL +0.8%, TOT +0.7%.
Other news: IFT +33.2% (secured 15-year, $300 million revolving credit facility; acquired 93 life settlement policies with a total face value of ~$340 mln), A +3.6% (still checking), TKC +1.8% ( dismisses case without prejudice), WDC +1.6% (following STX results), BUD +1.6% and CCL +1.4% (still checking for anything specific).
Analyst comments: ACI +2.9% (upgraded to Equal-Weight from Underweight at Morgan Stanley), REGN +0.3% (upgraded to Mkt Outperform from Mkt Perform at JMP Securities), AGN +0.2% (upgraded to Buy from Neutral at Lazard)
Gapping down:
In reaction to disappointing earnings/guidance: GLUU -4.7%, CNW -4.5%, (light volume), TS -4.3%, GNK -4.3%, IRDM -3.8%, LF -3.4%, (light volume), RLGY -2.9%, STO -2.7%, GOLD -2.7%, SHPG -2.2%, CACI -2.2%, GTAT -1.8%, CSOD -1.8%, CTRX -1.8%, K -1.7%, (light volume), CZR -1.6%, IP -1.4%, LNC -0.4% (light volume).
M&A news: ELN -1.7% (Royalty Pharma Submits Formal Cash Offer For Elan; Offer Price Reflects $1 Billion Dutch AuctionStrikePrice of $11.25 per Elan Share).
A few metals/mining stocks trading lower: HMY -2%, AU -1.7%, BBL -1%, BHP -0.7%.
Other news: IEC -7% (announced it will restate certain financial statements), NVDQ -3.7% (discloses their 3.9 mln share offering was priced at $12.90 per share), MGM -3.6% (Macau data out this morning), MCO -0.6% ( top shareholder Berkshire Hathaway disclosed selling 1,746,700 shares at $59.50-61.50 on 4/29-5/1, worth ~$105.6 mln ),.
Analyst comments: RPTP -1.2% (downgraded to Neutral from Outperform at Wedbush), PODD -1.1% (Insulet downgraded to Market Perform from Outperform at Raymond James), SCTY -0.9% (downgraded to Neutral from Buy at Goldman)
Отчеты компаний:
Вчера после закрытия: ACHC ADM AEL AIN AIQ ALL AMSF ANIK ARI ATML ATO ATW AVNW AXTI BALT BKD BMR CACI CAR CBEY CBS CEB CJES CLRO CNQR CNW COHU CRL CSII CSOD CVD CVI CW CWT CXO CZR DLLR DRCO DVR DX DXCM DXPE EDMC ENH EPAX EQY EROC ESS EXL EXLS FB FIX FLDM FNF FORM FRT G GLUU GNCMA GNK GTAT HF HGR HOS HR HVT INTT IPHI IPI IPXL ISIG ISNS ISSI JDSU KAR KIM KND KRA KRC LNC LOCK LRE LVS MAA MAC MANT MAR MDAS MET MGRC MN MUR NC NCIT NTRI NVEC OEH PCYC PGTI PHH PMC POL PRU PSE PXD QLTY QUIK RAIL REGI RNR RNWK ROVI RRTS SAM SBRA SFLY SGK SLTM SMSI SNCR SPAN SPRT SSNC SSS STAA STRI STX TEG TGI TSO TTEC TTEK UAN UIHC ULGX UNM V VVC WES WGL WLT YELP
Сегодня перед открытием:
AAWW ABMD ACIW ACOR ACT AIT ANR ARG ATK ATTU AYR BBW BDBD BDC BDX BEAM BGCP BIP BKCC BKR BWINB BZ BZH CAH CBZ CDI CEVA CHD CI CIR CME CNP CPK CPN CRWN CTCM CTRX DIN DM DNR DYN EL ELNK EPL EXH EXLP FHCO FIG FLY FNP FUR FWLT GEL GNRC GPI HAR HBIO HCA HEES HK HSH HSNI IART ICGE IDA INCY INGR INVE IP IT ITG ITT K LCUT LF LINC LOJN LQDT LXP MD MDC MGM MMC MMP MVIS MWW NIHD NPO NUS NWN NXTM OCN OGE OMG ORN OZM PBF PCG PPL PWR PXP RAS REIS REMY RGEN RGLD ROCK ROIC RSTI SBH SFY SIR SMA SNAK SNI SPR SRE STRA TOWR TUC ULBI VMC WNR WPX WST WWE XEL
Торговые идеи NYSE и NASDAQ:
YELP – шорт ниже 27.00
STX – лонг выше 39.00, смотрим шорт ниже 38.00
SFLY – шорт ниже 45.00, выше 47.00 смотрим акцию в лонг.
MET- лонг выше 40.00
NXST – лонг выше 25.00
RLGY – лонг выше 47.50
