Блог компании DayTraderClub | WALL STREET INTRADAY, WEDNESDAY

In morning commodity-related news:

• Chesapeake Energy (CHK): Southeastern Asset Management increased passive stake to 10.6% (Prior 7.6%)
• SandRidge Energy (SD): Apollo Management (APO) affirms 6.67% passive stake

Gapping down
In reaction to disappointing earnings/guidance:

• ERIC -17%
• FTNT -14%
• SNY -1.3%

Other news:

• NOK -4.5% (in sympathy with ERIC)
• PFPT -4.3% (in sympathy with FTNT)
• PANW -3.5% (in sympathy with FTNT)
• CHKP -3.4% (in sympathy with FTNT)
• IMPV -2.6% (in sympathy with FTNT)
• CYBR -2.5% (in sympathy with FTNT)
• NVS -1.2% (in sympathy with SNY)
• CSCO -0.8% (in sympathy with FTNT, through Symantec unit)
• ASML -0.8% (still checking)
• NVO -0.8% (in sympathy with SNY)

Analyst comments:

• EMR -1.6% (downgraded to Sell from Neutral at UBS)
• LRCX -1.5% (downgraded to Sector Weight from Overweight at Pacific Crest)
• AA -0.5% (downgraded to Neutral from Buy at BofA/Merrill)

Gapping up 
In reaction to strong earnings/guidance:

• VOXX +15.7%, CUDA +8.9%, HAWK +2.1%

Select metals/mining stocks trading higher:

• RIO +1.9%, HMY +1.8%, AU +1.5%, MT +0.5%, GOLD +0.4%

Select oil/gas related names showing strength:

• WLL +1.3%, BP +1%, TOT +0.9%, RDS.A +0.5%

Other news:

• IPCI +18% (Signs exclusive license and commercial supply agreement with Mallinckrodt (MNK))
• BSPM +8.1% (continued strength following yesterday's strong gains)
• IDRA +7.7% (Baker Bros discloses 7.2% active stake)
• CETV +3.7% (still checking),
• TWTR +1.1% (cont strength)
• JBLU +1.1% (reports Sept preliminary traffic results)

Analyst comments:

• CXW +3.6% (upgraded to Buy from Neutral at SunTrust)
• AMD +1.5% (upgraded to Neutral from Underperform at Credit Suisse)

Relative Strength:

Cotton-BAL +3.9%, Livestock-COW +1.9%, Gold Miners-GDX +1.6%, Jr. Gold Miners-GDXJ +1.5%, Copper Miners-COPX +1.5%, Silver Miners-SIL +1.3%, Grains-JJG +1.1%, Taiwan-EWT +0.8%, Hong Kong-EWH +0.7%, British Pound-FXB +0.6%, Australia-EWA +0.5%, S. Africa-EZA +0.5%, Indian Rupee-ICN +0.5%, Australian Dollar-FXA +0.4%.

Relative Weakness:

Emrg. Mkts. M. East&Africa-GAF -5.5%, Thailand-THD -2.6%, US Gasoline-UGA -1.6%, Cocoa-NIB -1.5%, Biotech-IBB -1.3%, Singapore-EWS -1.2%, Sweden-EWD -1.2%, US Oil-USO -1.2%, Philippines-EPHE -1.1%, US Diesel/Heating Oil-UHN -1.1%, Nordic 30-GXF -1.0%, Japanese Yen-FXY -1.0%, Shipping-SEA -1.0%, Oil&Gas E&P-XOP -1.0%.

• TSM, DAL, PGR, FRC, VAC, MYCC, WGO, LNN