Ближайший уровень поддержки по SPY – 200.25 уровень сопротивления – 200.45
продажа от 92
покупка на продолжение тренда вверх после 56
покупка выше 46
In reaction to strong earnings/guidance: DSW +11.7%, PINC +2.1%, DAKT +0.9%.
M&A news: THI +11.8% (Tim Hortons shareholders will receive C$65.50 in cash and 0.8025 common shares of the new company per Tim Hortons share from BKW), BKW +4.2% (also, Warren Buffet (BRK.B) plans to invest in Tim Horton's (THI) & BKW deal, according to reports).
Select pharma/biotech related names showing strength: BABY +13%, ENZN +5.2%, IDRA +4.9%, DNDN +4.5%, PVCT +4.5%, ICPT +3.2%, REGN +1.6%, TKMR +1%,.
Select metals/mining stocks trading higher: IGLD +2%, GDX +1.4%, ABX +1.3%, GFI +1.2%, SLV +1.1%, GOLD +1.1%, AEM +0.9%, KCG +0%,.
Other news: GENE +18.3% (announced earlier further patent success in USA), KITE +16% (announced patients with aggressive non-Hodgkin's lymphoma experience positive results afte rreceiving anti-CD19 chimeric antigen receptor T Cells; 12 out of 13 evaluable patients had complete remissions or partial remissions), ZGNX +15.4% (Armistice Capital discloses 5.9% passive stake in 13G filing) DGLY +13.2% (following 50%+ move higher yesterday), MNOV +12% (to initiate clinical trial of MN-166 (ibudilast) in ALS ), KNDI +8.8% (China will consider $16 bln in funding for electric vesicles, according to reports ), ACHN +4.5% (cont strength), PE +3.4% (acquired Midland Basin assets for ~$252 mln;), CMTL +2.6% (late spike on reports of potential sale), CMTL +2.6% (confirmed it is exploring strategic alternatives), PINC +2.1% (announced the acquisition of Aperek, Inc. for $48.5 mln in cash; co also reported earnings), PT +1.6% (still checking), AMKR +1.1% (poisitve Mad Money Mention), NEM +1.1% (mining arbitration case against Indonesia has been withdrawn, according to reports).
Analyst comments: MBLY +3.7% (initiated with an Overweight at Barclays, initiated with an Outperform at William Blair, among others), MT +3.2% (upgraded to Buy from Sell at UBS), VE +2.4% (upgraded to Outperform from Neutral at Exane BNP Paribas), ENPH +2.2% (initiated with a Buy at Needham), MPEL +1.6% (upgraded to Overweight from Equal-Weight at Morgan Stanley), PCYC +1.2% (Hearing positive comments at Deutsche Bank related to prospects of Imbruvica)