Gapping up
In reaction to strong earnings/guidance: DATE +5.8%, WSM +5.6%, GMCR +5.1% (also announces expanded capital return plan for shareholders, Green Mtn Coffee upgraded to Buy from Neutral at Janney), NUS +4.1%, JACK +4%, SMRT +3.8%, CYBX +3%, (light volume).
M&A news: VOD +1.6% (Bloomberg discusses that buyers may be interested in VOD), BMRN +0.7% (ticking higher; attributed to M&A report suggesting the name could receive takeover interest).
Select financial related names showing strength: SAN +4.8%, NBG +3.4%, RBS +1.6%, BCS +1.4%, BBVA +0.8%, BAC +0.5%, UBS +0.5%.
Select Euro drug names are trading higher: SHPG +2.6%, AZN +2.2%, GSK +1.2%, .
China airline names are gapping up: ZNH +8.9%, CEA +6.8%
A few solar names are higher in light volume: JKS +2.1%, SOL +1.4%, JASO +1.3%, TSL +1.2%
Other news: AZC +96.8% (arranges $26 million increase to Red Kite Loan Facility; comments on Save the Scenic Santa Rita's 'inaccurate' press release), ONCY +19% (announces positive top-line data from REO 018 randomized study of REOLYSIN in head and neck cancers; co intends to proceed into follow-on registration study in this indication), CRNT +8.3% (prices 14 mln ordinary shares at $2.40), HOLX +6.4% (Icahn disclosure of long position, long calls and short puts; Icahn confirms 12.63% HOLX stake in 13D filing files moments ago; may seek Board representation), PETX +4.4% (announces 'positive' top-line results from AT-001 dose-ranging field study in client-owned dogs with osteoarthritis), JCI +4.3% (announces three-year $3.65 billion share repurchase program; Increases dividend), ONVO +3.1% (ongoing volatility in 3D names), CSII +3% (Cardiovascular Systems prices 2,608,696 shares of common stock at $30.00/share), AEZS +2.9% (priced offering yesterday), TSLA +2% (reports indicate Tesla Motors receives top mark from consumer reports; also WSJ discusses increasing competition that Tesla may face), TWGP +1.7% (following M&A chatter yesterday; also receives Nasdaq notice regarding listing requirements), ARO +1.6% (Crescendo Partners Sends Letter to Aéropostale, Inc. Board of Directors; Urges Board to Immediately Pursue a Sale of the Company to Maximize Stockholder Value), ARMH +1.2% / ASML +1.2% (still checking), RTN +0.8% ( increases share repurchase authorization by $2 bln), DDD +0.8% (ongoing volatility in 3D names), HLF +0.7% (following yesterday's 4+ point move higher and boosted by MLM name NUS results), PBR +0.7% (still checking), ABX +0.6% (still checking), DDS +0.3% ( announces additional $250 mln share repurchase program), DRI +0.1% (Barington Group Announces Retention Of Advisors In Connection With Its Investment In Darden Restaurants).
Analyst comments: MTL +7% (upgraded to Buy from Sell at Citigroup), RAD +2% (initiated with a Buy at Deutsche Bank), FB +0.8% (initiated with a Outperform at FBR Capital), AAP +0.4% (upgraded to Outperform from Neutral at Credit Suisse), MDAS +0.4% (initiated with a Buy at Deutsche Bank ), UNH +0.2% ( initiated with a Overweight at Morgan Stanley)