Блог им. gtcapital |SPY открывается гэпом вниз

Ближайший уровень поддержки по SPY – 201.25 уровень сопротивления – 201.75

Блог им. gtcapital: SPY продолжнает расти

Сегодня крупнейшее IPO компании Alibaba (тикер BABA). Подробнее можно почитать тут: gtstocks.com/forum/viewtopic.php?f=38&t=31&p=61#p61

CPA покупка выше 77.50

CRR смотрим на откат после гэпа

Gapping up/down: CNQR +19% after merger with SAP (-4%), YHOO +2% ahead of BABA IPO, GLNG +4% after upgrade; TIBX, VMI, and ORCL -3% after earnings, ESI -15% following Wells Notice, CRR -6% after dg at GS Price: null Change: null

Gapping up
In reaction to strong earnings/guidance: PDEX +28.6%

M&A news: CNQR +19.4% (to be acquired by SAP subsidiary, SAP America, for $129 per share), DRC +12.1% (following reports that company may receive $80/share bid from Siemens (SI)), LULU +1.6% (Keybanc discussed VFC exec comments suggesting possible LULU deal)

Select Apple value chain related names showing strength: RFMD +1.3%, SWKS +1%, AVGO +0.8%, NXPI +0.7%

Select China related names showing strength ahead of BABA IPO: WB +1.7%, JD +1.1%, BIDU +0.8%

Other news: NAVB +10.5% (confirms it received Orphan Drug Designation from FDA for Use of Lymphoseek in Head and Neck Cancers), MCP +5.3% (Oaktree Capital Mgmt discloses 9.1% stake in 13G), HIMX +4.2% (climbed higher into the close after analyst suggested Google may replace Samsung OLED displays with Himax), JBLU +4.2% (announced that Robin Hayes, the company's current President, will succeed Dave Barger as CEO, effective February 16, 2015), INVN +3.4% (reports indicate that iPhone 6 contains InvenSense MP67B 6-axis Gyroscope), EMES +2.6% (initiated with a Buy at Goldman), MGA +2.5% (announces cooperation regarding regulatory investigation), SHLD +2.3% (Fairholme Capital Management disclosed 24% active stake in 13D filing), RBS +2.1% (following result of Scottish referendum), YHOO +1.9% (trading higher in advance of BABA IPO, also target raised to $48 from $44 at Piper Jaffray, tgt raised to $43 from $39 at Cantor Fitzgerald), WEN +1.7% (Trian Fund Management reports 24.39% stake in amended 13/D filing), RAD +1.5% (favorable commentary on Thursday's Mad Money), AMD +1.3% (co and Synopsys expanded their IP partnership), GILD +1.2% (announces European Commission granted marketing authorization for co's Zydelig), VOD +0.8% (in relation to Vivendi (VIVHY) authorized agreement with Telefonica (TEF) concerning the acquisition of GVT), GSK +0.8% (announces China investigation outcome; will pay a fine of GBP297 mln), HTZ +0.8% (China Partner, CAR Inc. announces IPO), NFLX +0.5% (officially launches in France, Germany, Austria, Switzerland, Belgium And Luxembourg)

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Блог им. gtcapital |SPY падает на премаркете

Ближайший уровень поддержки по SPY – 199.00 уровень сопротивления – 199.70

Блог им. gtcapital: SPY падает на премаркете

LE продажа от 40

EMES покупка выше 130

SLCA покупка выше 70

UTHR продажа от 122

GPRO покупка выше 69

Gapping up/down: JDSU +14% after guidance/spin-off announcement, LULU +14% after earnings, GPRO +3% after gt raise; RH -4% after earnings, energy and metals tradind lower, CROX -3% after dg

Gapping up
In reaction to strong earnings/guidance: GRO +19.4%, JDSU +14%, (reaffirms; to Separate into Two Industry-Leading Public Companies), LULU +13.6%, SIGM +10%, LFVN +8%, WTSL +5.9%, MBUU +5.1%, BRC +3.1%, RSH +2.2%

M&A news: RAX +0.9% (cont M&A spec)

Other news: IMRS +19.7% (neurosurgical HFD rocker arm receives FDA clearance), DGLY +12.8% (to introduce 'Bullet Camera' option for FirstVU HD body camera system at IACP conference), LAND +7.7% (announces REIT Election), GOGO +5.4% (Gogo and T-Mobile (TMUS) to deliver free in-flight texting and voicemail to T-Mobile customers), RXII +4.5% (presented an update on the company's dermatology and ophthalmology franchises), PT +3.8% (still checking), FNSR +3.6% (following JDSU news/guidance), GPRO +3.3% (favorable commentary on Wednesday's Mad Money), SOL +2.1% (to supply 10MW DCR solar modules to Utility-Scale project in India), POWR +1.9% (disclosed it acquired the electrical contracting business of Apex Controls), MDVN +1.4% (FDA approves new indication for the use of XTANDI (enzalutamide) capsules for patients with metastatic castration-resistant prostate cancer), MBLY +1.4% (still checking), EXXI +1.2% (Energy XXI late spike attributed to speculation of Gulf of Mexico asset sale), GTAT +1.2% (modestly rebounding), EMC +1.2% (reports of VMW stake sale), TWX +0.9% (does not have plans for HBO spin off, 'seriously' looked at Fox (FOXA) offer, CEO said, according to reports)

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Блог им. gtcapital |SPY топчется на месте

Ближайший уровень поддержки по SPY – 199.25 уровень сопротивления – 199.75

Блог им. gtcapital: SPY топчется на месте

THC продажа ниже 61

BITA покупка при удержании 82

NPSP продажа от 30

Gapping up/down: PANW +5% after earnings, CLF +2% on amended credit facility, TWTR +3% after upgrade; KKD -5% after earnings, AU -12% on restructuring announcement, GTAT -6% on dg at GS

Gapping up
In reaction to strong earnings/guidance: MNDL +10.2%, LMNR +8.1%, DIOD +6.8%, PANW +5.3%, LE +5%, UNIS +4.6%, PPHM +3.2%, PDLI +3.1%, SIRI +1.1%, IHT +1%, SAIC +0.5%.

M&A news: IMPV +2.8% (Imperva, TIBX, TDC among possible takeover targets by HP (HPQ), according to reports), EXPR +1.2% (Barron's mentions name as M&A target), FDO +0.3% (Dollar General (DG) commences cash tender offer to acquire FDO at $80 per share).

Select EU bell weather names showing strength: BP +1.7%, ING +1.2%, DB +0.9%, RDS.A +0.9%, ALU +0.6%.

Select Biotech stocks trading higher: MNOV +13.3%, NPSP +13% (following FDA briefing docs), TKMR +3.2%, SPPI +2.4%, ACHN +1%.

Other news: DRL +12.4% (announces the sale of ~$430 mln in assets), PVCT +7.5% (still checking), BDBD +6.8% (favorable commentary on Tuesday's Mad Money), SUPN +6.2% (Orchard Hill Capital Management files amended 13D; request that the Board hires a strategic advisor to consider selling the Company), BWEN +4.1% (announced $14 million in new tower orders from a U.S. wind turbine manufacturer), RADA +3.9% (cont momentum), SUNE +3.6% (Google (GOOG) executes $145 million investment in SunEdison and TerraForm Power's (TERP) largest solar plant in North America), GPRO +3% (still checking), CLF +1.8% (amended revolving credit facility to allow for $200 mln share repurchase program), FEYE +1.5% (in sympathy with PANW earnings), LTM +1.2% (favorable commentary on Tuesday's Mad Money), TFSL +1.1% (authorizes the purchase of up to 10,000,000 shares of the Company's outstanding common stock), THOR +1.1% (announced start of Heartmate III U.S. clinical trial) CRM +1% (signs agreement to establish new european data centre in France; selects Interxion (INXN) as service provider), HAIN +1% (favorable commentary on Tuesday's Mad Money), TSL +1% (to supply 70MW high efficiency modules to a large-scale solar power project in Chile), KFRC +1% (announces increase to board share buyback authorization by $70 mln).

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Блог им. gtcapital |SPY понизился на премаркете

Ближайший уровень поддержки по SPY – 200.25 уровень сопротивления – 200.90

Блог им. gtcapital: SPY понизился на премаркете

CMGE продажа от 28.50

MSI продажа от 61

Gapping up/down: BURL +6% and CASY +4% after earnings/guidance, BNNY and IPAS +37% on M&A news, BNNY peers trading higher, MZOR +7% on CFDA approval, THLD +15% on initiation; FRAN -12%, TITN -11%, and FCEL -10% after earnings, POT -1% after dg

Gapping up
In reaction to strong earnings/guidance: BURL +6.1%, CASY +4.1%, TPLM +3.4%, KFY +3%, HELI +2.2%, HDS +1.9%, CTLT +1.1%.

M&A news:BNNY +37.4% (to be acquired by General Mills (GIS) for $46 per share in cash), IPAS +36.8% (to explore strategic alternatives), GFIG +7.2% (BGC Partners (BGCP) announces intent to commence all cash tender offer to acquire GFI Group Shares for $5.25 Per Share).

Select BNNY peers showing strength: WWAV +5.5%, BDBD +4.5%, HAIN +3.8%.

Select Mad Money mentions trading higher: ATK +2%, NFLX +1.6%, LMT +1.1%, RTN +0.9%, SKX +0.5%.

Other news: MZOR +6.8% (receives China CFDA approval for its Renaissance Systems), IDTI +4.8% (working closely with Intel (INTC) on the development of wireless charging solutions), NVFY +3.8% (announces purchase order fulfilled with IKEA China), STKL +3.6% (will further expand its Modesto, California aseptic processing and packaging operation), GTAT +3.1% (ahead of Apple's product event — speculation as supplier), HSOL +2.6% (signs its second supply agreement with Baotou Shansheng New Energy for delivery of 50 MW of HSOL's PV modules), PRTS +2.2% (named Michael Yoshida Interim Chief Financial Officer; co has initiated a search for a new CFO), ABB +2.1% (announces $4 bln share repurchase), SGMS +1.9% (awarded three-year instant game contract extension with Colorado lottery), ADXS +1.5% (announces completion of an End-of-Phase 2 Meeting with the FDA for its lead Lm-LLO cancer immunotherapy), GLYC +1.1% (announced that data from preclinical studies demonstrating the in vivo efficacy of GMI-1051 will be presented), IMMR +1% (following late move higher on increased volume), MITK +1% (announced that it has agreed to end all pending litigation with Top Image Systems (TISA) andTIS America), JCP +1% (subsidiary commences underwritten public offering of $350 mln aggregate principal amount of senior unsecured notes), LPCN +0.9% (announces first patient dosed in Phase 1 study in pregnant women of LPCN 1107, potentially the first oral product for the prevention of preterm birth), AAPL +0.7% (trading higher in advance of product event).

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Блог им. gtcapital |SPY на премаркете стоит в узком коридоре после гэпа вниз

Ближайший уровень поддержки по SPY – 200.80 уровень сопротивления – 201.00

Блог им. gtcapital: SPY на премаркете стоит в узком коридоре после гэпа вниз

DATA смотрим на продажу ниже 70

SPLK продажа ниже 59.50

NKE смотрим на продолжение роста

COST смотрим на покупку выше 127

NXPI покупка выше 71

Gapping up/down: MGAM +28% following merger with GCA, RAX +5% on M&A reports, FEYE +3% after upgrade; CPB -3% after earnings, UK stocks under pressure, F-2% after dg

Gapping up
In reaction to strong earnings/guidance: XCRA +2.1%

M&A news: MGAM +28.7% (to be acquired by Global Cash Access (GCA) for $36.50/share in cash), RAX +4.7% (CenturyLink (CTL) considering acquisition of RAX, according to reports)

Other news: MSTX +11.1% (announces positive top line results from Phase 2 study of AIR001), ISNS +7.3% (co and NuPark LLC announced that they have completed an integration and partnership agreement), ASTI +6.8% (files for 1 mln share common stock offering by selling shareholders), ALLT +5.1% (receives an expansion order of $15 mln from a Tier-1 Operator), HTZ +3.3% (announces Mark Frissora to step down as Chairman and CEO), BCRX +3.1% (announces RAPIVAB trial results for the treatment of influenza), YHOO +2.9% (rising in advance of BABA IPO release, also positive commentary on Mad Money), GLUU +2.7% (discloses it extended its licensing agreement with Kim Kardashian by three years), HIMX +1.9% (Google Glass on sale in GOOG Play store), NVAX +1.7% (presents data on RSV F Nanoparticle vaccine induced monoclonal antibody), GTAT +1.1% (Former GTAT employee Paul Matthews claims that GTAT sapphire covers are in AAPL iPhone 6, according to reports), SYN +1.1% (highlights SYN-005 data; SYN-005 neutralizing antibody combination protects against pertussis in murine and non-human primate models)

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Блог им. gtcapital |SPY упал на премаркете

Ближайший уровень поддержки по SPY – 199.50 уровень сопротивления – 200.30

Блог им. gtcapital: SPY упал на премаркете

COST покупка при ужержании 125

EMES покупка выше 125

EGN смотрим на разворот

Gapping up/down: BLOX +13% and AMBA +9% after earnings, PRAN +28% after orphan designation status, CIEN +2% after upgrade; GPX -6% and FNSR -5% after earnings/SSS, KORS -5% after offering

Gapping up
In reaction to strong earnings/guidance: BLOX +13.4%, AMBA +9.3%, LOCO +2.9%, VRNT +2.6%.

Other news: PRAN +27.6% (received orphan designation status for its product for the treatment of Huntington's disease), HART +13.7% (received orphan designation status for its inBreath airway transplant system to restore the structure and/or function of the trachea subsequent to tracheal damage due to cancer, injury or infection), NSPH +10.8% (has engaged Jefferies LLC as its financial advisor to assist it in the development and evaluation of a full range of potential strategic alternatives for the Company), TASR +6% (higher following announcement that the NYPD will begin a pilot program of equipping officers with body cameras), OMED +4.1% (FDA removes partial clinical hold on OncoMed's ipafricept), ICLD +2.8% (announces multi-site deployment of security and threat prevention solutions and services for a large global consulting firm), MOBI +2.6% (announces repurchase of 16 mln shares from Sequoia Capital ), GPRO +1.7% (up in sympathy following supplier AMBA earnings), DGLY +1.5% (cont usual volatility pre-mkt), JOY +1% (positive Barron's mention), SD +0.8% ( announces $200 mln share repurchase program)

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Блог им. gtcapital |Фьючерсы на индексы растут

Ближайший уровень поддержки по SPY – 200.60 уровень сопротивления – 201.20

Блог им. gtcapital: Фьючерсы на индексы растут

MNK продолжает расти выше на премаркете

GD покупка выше 125

RPRX покупка от 18

Gapping up/down: ITI +11% and PVH +8% after earnings, BOLT +36% on merger with TDY, MITK +69% on litigation settlement; CIEN -10%, SCVL -9% and JOY -2% after earnings, GPRO -3.7% after dg

Gapping up
In reaction to strong earnings/guidance/SSS: ITI +11.2%, MEI +10.9%, MAGS +9.9%, PVH +8.4%, BV +5.6%, DDC +4.9%, ABM +3.3%, PAY +2.5%, HRB +2%, COST +1.4%, MBLY +1%

M&A news: BOLT +36.6% (to be acquired by Teledyne (TDY) for $22 per share in cash), BWP +2.7% (to acquire Evangeline ethylene pipeline system for $295 mln in cash), SYNL +1.1% (announces sale of Ram-Fab in Crossett, Arkansas to a subsidiary of Primoris Services (PRIM)).

Other news: MITK +68.8% (announced settlement of pending litigation with USAA), SGOC +16.2% (seeing continued strength following yesterday's 50% move higher), TIBX +7.6% (announced a review of strategic alternatives), HMSY +5.3% (modestly rebounding in premkt trade), MHGC +5.1% (announced its special transaction committee has directed Morgan Stanley to reach out to possible counterparties regarding their interest in potential transactions), TASR +3.8% (announces multiple orders of its TASER brand next generation Smart Weapons, aslo positive Mad Money mention), ISNS +3.7% (pulling back following recent gains), NLNK +2.7% (FDA gives NewLink Genetics approval to proceed to phase 1 clinical studies of their ebola vaccine), MPET +2.5% (announces drilling operations on the Horse Hill-1 well commenced on Sep 3, 2014), ALLT +2.2% (announces follow-on order with a Tier-1 global telecommunications group), ECR +2.1% (announced the commencement of production at two of the Co's pad locations consisting of a total of 7 Utica Shale wells; co also reaffirmed its production guidance for Q3), PLUG +1.3% (announces Chris Hutter has been appointed CFO), CELG +0.9% (reported Phase III FIRST trial of REVLIMID Plus Dexamethasone)

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Блог им. gtcapital |SPY открывает неделю гэпом вверх

Ближайший уровень поддержки по SPY – 200.80 уровень сопротивления – 201.20

Блог им. gtcapital: SPY открывает неделю гэпом вверх

Gapping up/down: DGLY +15% after guidance, CPWR +15%, FLWS 13%, and TMUS+3% on M&A news, TSLA +3% on upgrade; CONN -25% after earnings, metals and miners trading lower, OSIS -3% after dg

Gapping up
In reaction to strong earnings/guidance: DGLY +15.5%, FORM +2.4%, KFX +1.1%, (also announces acquisition of Softpro GmbH) ZNH +1%, GZT +0.7%.

M&A news: CPWR +15% (WSJ reporting that company is in sale discussions), FLWS +12.6% (signs definitive agreement to acquire Harry & David Holdings for $142.5 mln in cash), TMUS +2.8% (Illiad (ILIAY) in discussions with buyout firms regarding TMUS bid, according to reports), DG +1.7% (to raise bid for FDO for $80/share), TSL +1.4% (acquires Majority Stake in Yunnan Metallurgical New Energy), ARCP +0.8% (confirms Cole Corporate Income Trust entered into merger agreement relating to the sale of CCIT to Select Income REIT (SIR)), FDO +0.6% (Dollar General (DG) confirms enhanced proposal to acquire Family Dollar).

Select pharma/biotech related names showing strength: ELOS +10.5%, ZGNX +5.9% (reports that Zohydro ER demonstrates sustained 12-hour pain relief), ARNA +3.9%, NVS +3.5% (new heart failure medicine LCZ696 cut cardiovascular deaths by 20% vs. ACE-inhibitor in landmark PARADIGM-HF trial, early results of upcoming presentations).

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Блог им. gtcapital |SPY гэпает вверх в начале дня

Ближайший уровень поддержки по SPY – 200.50 уровень сопротивления – 200.85

Блог им. gtcapital: SPY гэпает вверх в начале дня

EMES покупка выше 141

SLCA покупка выше 71.50

MNK покупка выше 80.50

BOBE смотрим на откат вверх

Gapping up/down: SPLK +7% and RALY +6% after eranings, CRTO +21% on M&A spec, TSLA +2% on deal with CHU, SSYS +1.5% after Buy initiation; ZOES -1% on earnings, GOMO -1% after dg at CS

Gapping up
In reaction to strong earnings/guidance: UEPS +17.9%, VEEV +12.2%, SPLK +6.7%, RALY +6.4%, ANFI +5.4%, AVGO +5.3%, PSUN +4.3%, BONA +3.9%, FRED +2.9%, CO +2.3%, OVTI +2.3%.

M&A news: CRTO +20.7% (may be attributed to Publicis (PUBGY) speculation), AZN +2.2% (reports that Pfizer (PFE) and AZN may have resumed merger talks),.

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