SPY на уровне вчерашнего закрытия

Ближайший уровень поддержки по SPY – 194.85 уровень сопротивления – 195.40



ITMN продажа ниже 50

CSIQ продажа от 31

YELP продажа ниже 74

SEAS покупка выще 19

HGR покупка выше 22.50

Gapping up/down: PLUG +7%, PRGO +4% and KSS +2% after earnings; IOC +2% on M&A spec, TSLA +1% after initiation at CS; NDLS -22% and CSCO -1.5% after earnings, SEAS -1% after muliple dg's

Gapping up
In reaction to strong earnings/guidance: PLUG +7%, PRGO +4.2%, AZPN +4.1%, DL +3.5%, NTES +3%, IAG +2.6%, RRGB +2.2%, CASI +2.2%, KSS +1.9%, NTAP +1.8%, RMAX +1.4%, ELP +0.9%, FRSH +0.7%, MTLS +0.5%, SAND +0.5%.

M&A news: IOC +2% (Hearing Bernstein suggesting Exxon (XOM), Total (TOT) and Woodside (WOPEY) as potential InterOil bidders).

Select financial related names showing strength: IRE +2.3%, CS +1.8%, HSBC +1.7%, RBS +1.2%.


Select battery related stocks trading higher after PLUG earnings: FCEL +2.5%, BLDP +2.3%, ZBB +1.4%.

Other news: SUPN +6.5% (receives FDA fast track designation for SPN-810), TCK +3% (still checking), GSL +2.3% (announced pricing of depositary shares representing $35 mln of preferred stock at $25 per share), IQNT +1.9% (increased quarterly dividend 100% to $0.15 from $0.075 per share), PANW +1.9% (cont momentum), PRSC +1.7% (to replace UNS Energy in the S&P SmallCap 600), RSX +1.4% (Pres Putin reportedly will do utmost to end conflict; Interfax reports the Russian govt will adjust list of banned food imports by 8/15), WY +1.4% (increases dividend by 32% and announces $700 mln share repurchase program), TPH +1.3% (positive mention on Mad Money), ZOES +1.1% (upsizes offering by 500K shares and prices 4.5 mln shares of common stock at $30.25), Q +1.1% (positive mention on Mad Money), PCP +1% (Board approved a $1 bln expansion to co's existing share repurchase program).

Analyst comments: ARUN +3% (upgraded to Buy form Hold at Stifel), TSLA +1.3% (initiated with a Outperform at Credit Suisse)

Gapping down
In reaction to disappointing earnings/guidance: NDLS -22.6%, CNAT -11.8%, VCYT -11.6%, TKMR -11.3%, (also — co remains on clinical hold as it relates to the multiple-ascending dose portion of the Phase I clinical study in healthy volunteers with TKM-Ebola, expects matter to be resolved by Q4 2014; co also reported earnings), XONE -9.9%, YUME -9.1%, DGLY -8.7%, VJET -8.2%, OCLR -5.8%, VIPS -3.5%, DANG -3.5%, EXXI -3.3%, AEG -2.4%, CSCO -1.5%, SLW -1.2%, CIG -1.2%.

M&A news: NRG -1% (reaches agreement to acquire Goal Zero; financial terms not disclosed).

Select metals/mining stocks trading lower: RIO -2% ACH -1.9%, SLW -1.2%, CLF -0.9%, BHP -0.7%.

Other news: CNAT -11.8% (co said it is deferring the announcement of top-line results from the Phase 2 NAFLD/NASH clinical trial to Q1 2015; co also reported earnings), FSFR -8% (announced public offering of 22.8 mln shares of common stock), ENPH -5.6% (announced proposed public offering of common stock by selling stockholders), PDII -3.5% (co's subsidiary Interpace Diagnostics entered the molecular diagnostics market with thyroid and pancreatic cancer test portfolio acquisition of miRInform for $8 mln in upfront cash, future commercial milestone-based payments, and royalties), AMH -3.2% (announced public offering of 13 mln shares of Class A common shares), AMGN -2.2% (announced that the Phase 3 clinical trial FOCUS evaluating Kyprolis in patients with relapsed and advanced refractory multiple myeloma did not meet its primary endpoint), TKR -1.9% (announced proposed offering of $300 mln in senior notes due 2024).

Analyst comments: RMTI -4.2% (initiated with a Underperform at FBR Capital), ITMN -3% (downgraded to Neutral from Buy at Goldman), MSG -1.3% (downgraded to Hold at Topeka Capital Markets), SEAS -1.1% (downgraded to Market Perform from Outperform at Wells Fargo, downgraded to Neutral from Buy at BofA/Merrill), FCX -0.9% (downgraded to Hold from Buy at Stifel).