>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance/SSS:

ESIO +10.4%, KLIC +6.9%
WFT +6.2%, (also Weatherford and Nabors form alliance for integrated drilling solutions to oil and gas land market in the lower 48 states of the United States)
CACI +5.5%, HMY +5.4%, IVAC +5.3%, NOK +4.6%,BRKS +4.3%, ACLS +4.2%, ALL +3.7%, DLPH +3.7%,TSCO +3.6%, COST +3.3%, CAVM +3.1%, PH +3.1
CDNS +3%, PM +2.7%, QGEN +2.6%, LCI +2.4%, ING +2.4%, BDX +2.1%, ZUMZ +2%, (Zumiez reports January comps of +9.4% vs -4.6% year ago and -3.4% last month; sees Q4 EPS at or slightly above high end of $0.60-0.66 prior guidance vs $0.64 consensus)
AFG +1.5%, IDXX +1.4%, VIRT +1.4%, EXTR +1.3%,MKSI +1.3%, BSX +1.2%, FB +1.1%, MRK +1%, SIRI +1%, KMT +0.9%, RGLD +0.8%, MMC +0.7%
CNMD +0.6%, COP +0.5%

M&A news:

MJN +26.3% (confirms discussions with Reckitt Benckiser (RBGLY) with respect to its proposal to acquire the outstanding shares of MJN for $90 per share)
M +3.4% (NY Post report that exec might be open to possible sale)

Select metals/mining stocks trading higher:

MTL +4.5%, SSRI +3.9%, AG +3.4%, GFI +2.9%, SLW+2.4%, ABX +2.4%, GDX +2.4%, PAAS +2.4%, GG+2.4%, HL +2.3%, FSM +2.1%, NEM +2.1%, GOLD +2%

Other news:

EYES +19.7% (announces that the German Institute for the Hospital Remuneration System has renewed Status 1 (full approval) for the Epiretinal Prosthesis across 15 hospitals under the NUB1 innovation program)
ETRM +6.1% (after closing at highs - up more than 30% on the day)
PULM +3.5% (after surging 80% higher on Wed)
SND +1.2% (prices 5.95 mln common stock offering at $17.50/share)

Analyst comments: