Ближайший уровень поддержки по SPY – 201.25 уровень сопротивления – 201.75



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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Ближайший уровень поддержки по SPY – 199.00 уровень сопротивления – 199.70



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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Ближайший уровень поддержки по SPY – 199.25 уровень сопротивления – 199.75



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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Ближайший уровень поддержки по SPY – 200.25 уровень сопротивления – 200.90



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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Ближайший уровень поддержки по SPY – 200.80 уровень сопротивления – 201.00



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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Ближайший уровень поддержки по SPY – 199.50 уровень сопротивления – 200.30



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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Ближайший уровень поддержки по SPY – 200.60 уровень сопротивления – 201.20



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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Ближайший уровень поддержки по SPY – 200.80 уровень сопротивления – 201.20



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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Ближайший уровень поддержки по SPY – 200.50 уровень сопротивления – 200.85



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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Ближайший уровень поддержки по SPY – 199.45 уровень сопротивления – 200.00



HUM продажа ниже 127

BITA продажа ниже 88

ATHM продажа ниже 50

QIHU продажа ниже 88

GMCR продажа ниже 134

Gapping up/down: SIG +3% after earnings, DGLY +14% after new order announcement, RPRX +12% after study results, FEYE +2% after initiation w/Buy; GOMO-22%, GES -8.3% and ANF -6% after earnings, GTAT -2% after dg

Gapping up
In reaction to strong earnings/guidance: EDAP +4.2%, SIG +2.7%, VNET +2%, DATE +1.8%, LCI +1.7%, WDAY +1.3%.

Select metals/mining stocks trading higher: GFI +2.2%, SLV +1.7%, HL +1.6%, GG +1.4%, IAG +1.3%, AEM +1.3%, SLW +1.3%, ABX +1.3%, AUY +1.3%, GOLD +0.8%.

Other news: CREG +24.5% (Chairman Guohua Ku has entered into a share purchase agreement to purchase ~13.83 mln shares at $1.37/share), DGLY +13.8% (receives order from State Police Of Michigan valued at more than $1.1 mln), ETRM +13.1% (announces three year diabetes, hypertension and weight loss data from the Maestro RC system DM2 ENABLE study), RPRX +12.6% (achieves superiority in top line analysis for both co-primary endpoints and various secondary endpoints versus marketed topical gel in first of two identical studies in the treatment of secondary hypogonadism), TKMR +9.4% (story suggesting it is a takeover candidate; lists GlaxoSmithKline (GSK) and Shire (SHPG) as interested parties), SYN +8.1% (Co and FUJIFILM Diosynth Biotechnologies UK announce significant improvement in API manufacturing of SYN-004 for the prevention of C. difficile), SCLN +7.5% (and BTG announce that DC Bead has been approved by China FDA ), MRCY +2% (receives $27 mln order for airborne sensor processing application; follows $39 mln missile defense radar subsystems order received last quarter ), WOOF +1.7% (announces new $1.4 billion credit facility and share repurchase authorization of up to $400 million), AVIV +1.7% (to join the S&P SmallCap 600), CNC +1.5% (to join the S&P MidCap 400)

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