Список проголосовавших за комментарий " Gapping up/down: LOGI +13%, STX +13%, AA +3%, NVS +2% after earnings, ACAT +41% after M&A news, VIVO -9%, EAT -6%, FCX -3% after earnings, VZ -5% and COH -1% after dg's<p><strong>Gapping up<br/> In reaction to strong earnings/guidance</strong>:</p><ul><li><strong>LOGI</strong> +13.6%, <strong>STX</strong> +12.9%, <strong>TEL</strong> +4.2%, <strong>MKTX</strong> +4.2%, <strong>ROK</strong> +4.2%, <strong>CREE</strong> +3.9%, <strong>USAP</strong> +3.3%, <strong>NAP</strong> +3.3%, <strong>SAN</strong> +2.7%, <strong>AA</strong> +2.6%, <strong>NVS</strong> +2%</li><li><strong>UCBI</strong> +1.9%, <strong>ISRG</strong> +1.3%, <strong>ISRG</strong> +1.3%, (also enters into $2.0 bln accelerated share repurchase program), <strong>RO;</strong> +1.2%, <strong>NSC</strong> +1.2%, <strong>HBAN</strong> +1.1%</li><li><strong>OKSB</strong> +0.9%, <strong>BA</strong> +0.8%, <strong>TXN</strong> +0.7%, (also promotes Brian Crutcher to COO)</li></ul><p><strong>M&A news</strong>:</p><ul><li><strong><strong>ACAT</strong></strong> +41.1% (to be acquired by Textron (TXT) for $18.50/share in cash)</li><li><strong>NEWR</strong> +22.4% (peer of AppDynamics (APPD); following CSCO acquisition of APPD)</li><li><strong>BOBE</strong> +12.8% (Bob Evans to sell Bob Evans Restaurants, will acquire Pineland Farms Potato Company; reaffirms FY17 guidance)</li><li><strong>HK</strong> +4.1% (confirms purchase/sale agreement to enter Southern Delaware Basin for $705 mln; offers prelim FY17 guidance)</li><li><strong>CXO</strong> +2.8% (Concho Resources confirms sale of 100% of their respective ownership interests of Alpha Holding Company to Plains All American Pipeline for a combined total of $1.215 billion)</li><li><strong>CSCO</strong> +0.5% (AppDynamics to be acquired by Cisco (CSCO) for approximately $3.7 bln in cash and assumed equity awards)</li></ul><p><strong>Select EU financial related names showing strength following SAN earnings</strong>:</p><ul><li><strong>BBVA</strong> +3.3%, <strong>DB</strong> +2.8%, <strong>CS</strong> +2.3%, <strong>ING</strong> +1.9%, <strong>BCS</strong> +1.7%, <strong>PUK</strong> +1.6%, <strong>LYG</strong> +1.5%, <strong>HSBC</strong> +1.4%, . </li></ul><p><strong>Select STX/industry peers showing strength after STX earnings</strong>:</p><ul><li><strong>WDC</strong> +5.8%, <strong>AMD</strong> +2.9%, <strong>MU</strong> +2%, <strong>NVDA</strong> +1.1%</li></ul><p><strong>Other news</strong>:</p><ul><li><strong>CDTI</strong> +23.7% (partnered with DENSO to provide its technology to the North American heavy-duty market )</li><li><strong>TEAR</strong> +21.5% (receives approval for the TearLab Osmolarity System from the Comisión Federal para la Protección contra Riesgos Sanitarios in Mexico)</li><li><strong>XXIA</strong> +7.3% (in discussions to be acquired by Keysight Technologies (KEYS), according to Reuters),</li><li><strong>AHP</strong> +3.4% (ticking higher; enters into an amended and restated advisory agreement with Ashford; refinances three mortgage loans with existing outstanding balances totaling approximately $334 million; increases quarterly dividend)</li><li><strong>QTM</strong> +3.3% (following STX earnings/guidance)</li><li><strong>BLDP</strong> +3% (signed an initial Equipment Sales Agreement with Zhuhai Yinlong Energy Group for 10 FCveloCity-MD 30-kilowatt fuel cell engines),</li><li><strong>A</strong><strong>CX</strong> +2.7% (CEMEX S.A. and Grupo Cementos de Chihuahua announce offering to sell up to 23% Stake in Grupo Cementos de Chihuahua)</li><li><strong>TGI</strong> +2.4% (Triumph Group will replace LogMeIn in the S&P SmallCap 600; awarded $52 mln contract from Rolls Royce for Trent XWB engine components)</li><li><strong>MMP</strong> +2.4% (increases quarterly distribution to $0.855/unit from $0.8375/unit)</li><li><strong>RAD</strong> +2.3% (slightly rebounding following late volatility y'day on Walgreens merger concerns)</li><li><strong>GNW</strong> +1.7% ( to report Q4 results on February 7; does not plan to host an earnings call due to the pending sale to China Oceanwide)</li><li><strong>PTEN</strong> +1.5% (commences an underwritten public offering of 14,800,000 shares of common stock )</li><li><strong>ALV</strong> +1.5% (continued strength — speculation y'day co may bid on Takata)</li><li><strong>RH</strong> +1.2% (Bioverativ will replace RH in the S&P MidCap 400, and RH will replace Ciber in the S&P SmallCap 600)</li></ul><p><strong>Analyst comments</strong>:</p><ul><li><strong>JBLU</strong> +2.8% (upgraded to Overweight from Neutral at JP Morgan)</li><li><strong>ABB</strong> +2.2% (upgraded to Outperform from Sector Perform at RBC Capital Mkts)</li><li><strong>ONVO</strong> +1.7% (initiated with a Outperform at Raymond James)</li><li><strong>FTI</strong> +1.4% (initiated with a Outperform at Credit Suisse)</li><li><strong>BT</strong> +0.9% (upgraded to Neutral from Underperform at Macquarie )</li><li><strong>PSXP</strong> +0.8% (upgraded to Buy from Neutral at Citigroup)</li></ul><p><strong>Gapping down<br/> In reaction to disappointing earnings/guidance</strong>:</p><ul><li><strong>TXT</strong> -8.9%, (also acquired ACAT for for $18.50/share) <strong>VIVO</strong> -8.8%, <strong>FMBI</strong> -6.3%, <strong>EAT</strong> -5.6%, <strong>FCX</strong> -3.3%, <strong>CA</strong> -2.9%</li><li><strong>MIK</strong> -2.9%, (Michaels Stores sees Q4 EPS of $0.94-0.96 vs $0.96 Capital IQ Consensus Estimate; announces secondary offering of 18 mln shares)</li><li><strong>HA</strong> -2.5%, <strong>APH</strong> -1.8%, <strong>UTX</strong> -1.2%, <strong>STLD</strong> -1%, <strong>COF</strong> -0.9%, <strong>DFS</strong> -0.9%, <strong>TRCO</strong> -0.9%, <strong>SC</strong> -0.7%, <strong>RES</strong> -0.7%, <strong>HOPE</strong> -0.6%, <strong>BKU</strong> -0.6%</li></ul><p><strong>Select metals/mining stocks trading lower</strong>:</p><ul><li><strong>AUY</strong> -1.8%, <strong>RIO</strong> -1.3%, <strong>BBL</strong> -1.2%, <strong>SLV</strong> -1%, <strong>GFI</strong> -0.6%, <strong>CLF</strong> -0.5%</li></ul><p><strong>Other news</strong>:</p><ul><li><strong>HZN</strong> -10.2% ( to offer 3.5 mln shares of common stock and $100.0 mln Convertible Senior Notes due 2022 in separate registered public offerings; updates guidance to reflect impact from Westfalia acquisition)</li><li><strong>NAK</strong> -7.2% (modestly pulling back following strength early this week)</li><li><strong>NCIT</strong> -5.9% (NCI says that numerous prior financial statements should no longer be relied upon in connection with the previously disclosed internal investigation), <strong>NEWT</strong> -5.2% (announces 1.5 mln share common stock offering)</li><li><strong>MRCY</strong> -2.7% (to offer 5 mln shares of its common stock pursuant to an underwritten public offering )</li><li><strong>SSI</strong> -2.5% (Varex Imaging will replace Stage Stores in the S&P Small Cap 600)</li><li><strong>BHP</strong> -0.9% (releases 1H op update; full year production guidance maintained for petroleum, iron ore and coal (copper reduced))</li><li><strong>ABX</strong> -0.8% (announces preliminary full-year gold production)</li><li><strong>ASYS</strong> -0.7% (after 45% move higher on Tuesday)</li><li><strong>PAA</strong> -0.5% (Plains All American announces agreements to acquire Permian Basin gathering system for $1.2 bln and to sell assets for $380 mln; sees Q4 EBITDA near midpoint of guidance; guides FY17 cap-ex)</li></ul><p><strong>Analyst comments</strong>:</p><ul><li><strong>VZ</strong> -5.3% (downgraded to Mkt Perform from Outperform at Raymond James)</li><li><strong>AKS</strong> -4.1% (downgraded to Neutral from Overweight at JP Morgan)</li><li><strong>VOD</strong> -2.7% (downgraded to Neutral from Buy at BofA/Merrill)</li><li><strong>NOK</strong> -1.9% (downgraded to Sell from Hold at Danske Bank)</li><li><strong>CONE</strong> -1.6% (downgraded to Sell from Neutral at Citigroup)</li><li><strong>LUV</strong> -1.3% (downgraded to Neutral from Overweight at JP Morgan)</li><li><strong>COH</strong> -1.2% (downgraded to Outperform from Buy at CLSA)</li></ul>"