Отбор Акций

C 6 сентября перед открытием рынка Олесь Срибный, трейдер и преподаватель компании SDG TRADE, проводит 3-4 раза в неделю брифинги, посвященные подготовке к торговой сессии на американском рынке. Также он сбрасывает во время сессии интересные акции в чат трейдеров SDG.
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Первый брифинг на 6 сентября:
www.youtube.com/watch?v=GVp0IpzpOkE
Особенности текущего периода рынка (сезон отпусков в США продолжается). Влияние новостей о ситуации в Сирии. Как сейчас смотреть за акциями.
CRI, NAV, CPB, UNXL, YELP, FSLR, SHLD, WLT, CHD, SKT, JAH, CBST, KMI, BRCM, TKR, CRUS, MUR, FDO, OAS
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Брифинг на 9 сентября
www.youtube.com/watch?v=g5FA6PWXIwA
Рынок в пятницу. Акции со вчерашнего брифинга, которые оправдали ожидания: OAS, MUR, CRUS, TKR, CBST, WLT, FSLR, YELP, NAV, CRI. Движения в EXPE, DKS, MAC. Акции на сегодня: WLT, EXPE, DKS, NAV, CRI, MAC.

Спайдер повышается перед открытием торгов на NYSE.  

• Европейские индексы на положительной территории.  

SPY (внутридневной график)  боковое  движение   на   премаркете. Сопротивление: 166.20          Поддержка: 166.60             
ПремаркетNYSE/NASDAQ:
Gapping up:

• In reaction to strong earnings/guidance/SSS: MNDL +14.1%, SSL +1%, YUM +0.9%, .
• M&A news: COGO +14.4% (signs letter of intent for Chairman and CEO Jeffrey Kang to acquire 30.4%), LCC +1.8% (cont volatility on merger related spec), SFD +0.8% (Smithfield Foods and Shuanghui International receive CFIUS clearance), MOLX SHARES HALTED (to Be Acquired by Koch Industries for $38.50 Per Share in Cash (29.34 settlement)).
• Select fertilizerrelated names showing strength: IPI +4.6%, MOS +2.8%, POT +2.3%.
• Select metals/mining stocks trading higher (strong China trade data): HMY +4.6%, VALE +1.9%, BHP +1.6%, RIO +1.6%, KWK +1.2%, FCX +1.2%.
• Select solar related names showing strength:

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Спайдер повышается перед открытием торгов на NYSE.  

• Европейские индексы на положительной территории.  

SPY (внутридневной график)  рост движение   на   премаркете. Сопротивление: 167.00         Поддержка: 166.20             
Премаркет NYSE/NASDAQ:
Gapping up:

• In reaction to strong earnings/guidance: ZQK +15.4%, BLOX +13.6%, AMBA +10%, FNSR +7.7%, RALY +6.4%, PAY +5.9%, KFY +4.2%, .
• Select India related names showing strength after Sensex +1.5%: IBN +3.4%, TTM +2.1%, .
• Other news: MSO +4.7% (continued volatility from JCP / MSO news), TKR +4.5% (announces plan to separate its businesses into two independent publicly traded companies), BID +4% (planning $166.4 mln in auction guarantees ahead of sales, according to reports), RMTI +3.9% (cont strength), AMD +2.9% (still checking), GST +2.8% (discloses its subsidiary will acquire a 98.3% working interest in 24,000 net acres of the West Edmund Hunton Lime Unit for a cash purchase price of $187.5 mln), GFI +2.4% (still checking), PT +2.3% (still checking), JCP +2% (still checking), STO +1.2% (rise in crude oil overnight), CLNE +1.1% (awarded multiple natural gas fuel agreements in the state of Missouri).

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Спайдер повышается перед открытием торгов на NYSE.  

• Европейские индексы на отрицательной территории.  

SPY (внутридневной график)  рост движение   на   премаркете. Сопротивление: 166.20        Поддержка: 165.80            
Премаркет NYSE/NASDAQ:
Gappingup:

• In reaction to stong earnings/guidance/SSS data: ENVI +28.6%, FCEL +15.4%, SIGM +9.1%, DDC +2.1%, COST +1.3%, WAG +1.3%.
• M&A news: KDN +21.3% (to be acquired by SKF for $35.50 per share), LPX +9.1% (to acquire Ainsworth for ~$1.1 bln, upgraded to Buy from Hold at Deutsche Bank, upgraded to Buy at DA Davidson), TI +8.1% (AT&T (T), American Movill (AMX), and Naguib Sawiris have approached key shareholders who want to exit stakes in TI, according to reports), BBRY +2.8% (following late spike on M&A speculation), ASTX +2.3% (Astex Pharma to be acquired by Otsuka Pharma for $8.50 per share in cash), VOD +1.8% (Dealbook discusses VZ's efforts to secure financing for Vodafone (VOD) deal), VZ +0.5%.
• Select India related names showing strength: HDB +6.3%, IBN +6%, TTM +2.7%.

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Спайдер остается без изменений перед открытием торгов на NYSE.  

• Европейские индексы на отрицательной территории.  

SPY (внутридневной график)  боковое движение   на   премаркете. Сопротивление: 164.60       Поддержка: 163.80            
Премаркет NYSE/NASDAQ:
Gapping up:

• In reaction to strong earnings/guidance: SPA +16.5%, CIEN +9.7%, ABM +4.6%, DG +3.9%, FUN +1%, .
• M&A news: ROCM +16.6% (to be acquired by C. R. Bard (BCR) for $20 per share), BBRY +0.7% (Microsoft will continue to keep on eye on Blackberry (BBRY) despite Nokia (NOK) deal, according to reports).
• Select India related names showing strength: TTM +4.4%, IBN +3%, INFY +2.6%.
• Other news: FFHL +26.6% (announces receipt of the second notice of proposed public auction of controlling interest), RMTI +12.1% ( announces SFP meets primary and key secondary endpoints in Phase 3 CRUISE-2 efficacy study), CNIT +5.3% (announces executive appointments and changes), ETFC +3.7% (obtains regulatory approval to Dividend Bank Capital to its parent company), LOGI +3.3% (appoints Vincent Pilette as CFO), MU +2.8% (attributed to reports of fire at SK Hynix plant (computer memory manufacturer)), JCP +2.2% ( Glenview Capital reports 9.1% stake in 13G filing ), ALU +2.1% (cont strength), RATE +2% (appoints Kenneth S. Esterow as Chief Operating Officer), BKS +1.7% (announced new low pricing for NOOK HD and NOOK HD+ tablets in the UK).

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Спайдер повышается перед открытием торгов на NYSE.  

• Европейские индексы на положительной территории.  

SPY (внутридневной график)  рост   на   премаркете. Сопротивление: 165.50      Поддержка: 164.75           
Премаркет NYSE/NASDAQ:
Gapping up:

• M&A news: NOK +44.1% (Microsoft (MSFT) to acquire Nokia's Devices & Services business, license Nokia's patents and mapping services for $5.44 bln, Risto Siilasmaa will assume an interim CEO role for Nokia), NEON +5.3% (to explore strategic alternatives for its user-interface patent and licensing subsidiary).
• Select peers and related names to major M&A stories showing strength: ALU 14.7%, LOGI 7.3%, STM 6%, ERIC 5.1%, ORAN 3%, BBRY 1.6%.
• Select metals/mining stocks trading higher: RIO +6.3%, MT +4.4%, BHP +4.3%, SLV +3.2%, CLF +3.1%, VALE +2.4%, X +2.1%, AA +1.8%.
• Other news: ALVR +28.1% (announces court granted two motions regarding continued operations and the Nasdaq appeal process), SPEX +20.2% (initiates lawsuit under cordless handset patents against VTech Communications in the Northern District of Texas — light vol), HALO +8.3% (announces Roche (RHHBY) receives Marketing Authorization for Herceptin SC in European Union), GTXI +6.5% (cont strength), ISIS +5.9% (reports interim Phase 2 Data on ISIS-APOCIII Rx; statistically significant reductions of up to 75 percent in triglycerides and up to 79 percent in ApoC-III), DRCO +5.9% (announced it was one of 17 awardees of a $6 bln blanket purchase agreement for the Department of Homeland Security), BLRX +5.3% ( announces issuance of United States patent covering use of BL-8040 for obtaining stem cells), CKEC +4.7% (favoralbe Barrons article over weekend), RSH +4% (still checking), TSLA +2.7% (Germany to boost electric car development), ARMH +2.1% (ARM Holdings acquires Advanced Display Technology from Cadence), JCP +2.1% (Kyle Bass' Hayman Capital Management discloses 5.2% passive stake in 13G filing), NUAN +1.9% (NYPost story suggesting Carl Icahn intent to propose deal with Apple (AAPL)).

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Спайдер повышается перед открытием торгов на NYSE.  

• Европейские индексы на отрицательной территории.  

SPY (внутридневной график)  рост   на   премаркете. Сопротивление: 165.00      Поддержка: 164.00            
Премаркет NYSE/NASDAQ:
Gapping up:

• In reaction to strong earnings/guidance: SOL +14.5%, SPLK +10%, CRM +8.4%, MITL +5.1%, BONA +4.4%, YGE +3.6%, BIG +3.2%, .
• M&A news: VOD +1.6% (: AT&T (T) may get involved in Vodafone bidding, according to reports ), AMX +1% (may be attributed to potential blocked KPN (KKPNY) deal), GE +1% (looking to spin off part of its credit card business from its GE Capital unit, according to reports).
• Select Solar names showing strength after YGE and SOL earnings: TSL+3%, JASO +2%.
• Other news: RDN +6.8% (Radian Group announces Master Transaction Agreement with Freddie Mac), MTG +4.7% (moving higher premarket following RDN / FMCC news), NQ +4.4% (SAC Capital Advisors discloses 5.5% stake in 13G), APA +4.3% (Apache and Sinopec (SNP) enter upstream oil and gas patnership; APA upgraded to Outperform from Sector Perform at RBC Capital Mkts), NUAN +2.6% (Carl Icahn filed 13D disclosing 16.9% stake (was rumored yesterday, Note that Icahn previously disclosed a 16% active stake on 8/8), RAD +2.4% (favorable mention on Mad Money), DDD +2.1% (still checking),  GE +1.5% (looking to spin off part of its credit card business from its GE Capital unit, according to reports), WEN +1.4% (favorable mention on Mad Money), TASR +1.3% (Director disclosed 50K share purchase at $11.89 on 8/29), OXY +1.1% (in sympathy with APA news).

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Спайдер повышается перед открытием торгов на NYSE.  

• Европейские индексы на положительной территории.  

SPY (внутридневной график)  рост   на   премаркете. Сопротивление: 164.40      Поддержка: 163.40           
Премаркет NYSE/NASDAQ:
Gapping up:

• In reaction to strong earnings/guidance: PRCP +30.7%, MEI +17.1%, GES +15.4%, EGAN +11.4%, CWST +7.9%, (light volume), WPPGY +3.7%, GAME +3.3%, DFT +2.5%.
• M&A news: VOD +7.8% (Vodafone PLC confirms talks with Verizon, according to reports), VZ +5%.
• Select Telecoms names showing strength: TLK +5.8%, ORAN +2.1%, BT +1.5%.
• Other news: ALVR +27% (requests the Court to approve an improved proposal from Valley Telecom to acquire the company and its assets), UNIS +14.1% (still checking), TSYS +8.7% ( awarded $58.3 mln contract to supply managed satellite services to the U.S. Marine Corps), SOL +6% ( provides Lightsource Renewable Energy with 69.5 MW of solar modules), WF +4.4% (still checking), MLNX +2% (presenting at Jeffries conf), ARMH +1.8% (still checking), DMND +1.6% (S.A.C. Capital discloses 5.1% passive stake in 13G filing ), RYAAY +1.5% (rebounding from recent weakness), DDD +1.5% (rebounding from yesterday's weakness), URBN +1.1% (announces authorization to repurchase 10 mln common shares). FBR Capital), DEG +0.9% (upgraded to Buy from Neutral at Citigroup).

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Спайдер незначительно повышается перед открытием торгов на NYSE.  

• Европейские индексы на отрицательной территории.  

SPY (внутридневной график)  снижение   на   премаркете. Сопротивление: 164.00      Поддержка: 163.20           
Премаркет NYSE/NASDAQ:
Gapping up:

• In reaction to strong earnings/guidance: ZLC +9.9%, WTSL +9%, EXPR +8.1%, AVGO +7.4%, ARAY +6.6%, KUTV +6.2%, SDRL +3.8%, HEI +3.4%, TIVO +3%.
• M&A news: PNG +5.9% (PAA Natural Gas Storage receives buyout proposal from Plains All American Pipeline (PAA); proposed consideration represents a value per PNG common unit of $22.74), JBLU +1.8% (Bloomberg discusses that JBLU may be a possible takeover target), SCR +0% (Simcere Pharma enters into definitive merger agreement for going private transaction pursuant to which Parent will acquire Simcere for $4.83 per ordinary share of the co or $9.66 per ADS), ANLY (American CyberSystems to Acquire Analysts International Corporation for $35.0 mln or $6.45 per Share — HALTED — 60% premium implied).
• Select metals/mining stocks trading higher:

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