>>> US Gapping up


Gapping up
In reaction to strong earnings/guidance
:

  • CTRL +15%, INFN +11.7%, SKX +10.4%, HDP +10.1%, ATVI +10.1%, QUOT +10.1%, SWIR +9.7%, ASYS +8.1%, TRVG +7.8%, RPD +7.5%, IMMU +7%
  • ATEN +7%, ELLI +5.5%, CPN +4.7%, ICHR +4.5%, NE +4.4%, COLM +4.4%, TLND +3.9%, MT +3.6%, FLR +3.3%, ARCW +3.2%, RGC +3.2%, INVA +2.7%
  • ESNT +2.7%, NVDA +2.4%, JCOM +2%, LPLA +1.9%, VRSN +1.8%, CPST +1.6%, NWSA +1.6%, NR +1.2%, EXPE +0.9%, AON +0.7%, MIME +0.6%, NTT +0.6%

M&A news:

  • MJN +5.2% (to be acquired by Reckitt Benckiser (RBGLY) for $90 per share)

Select metals/mining stocks trading higher:

  • FCX +4.2%, VALE +3.9%, GFI +2.4%, RIO +1.9%, HMY +1.5%

Select oil/gas related names showing strength:

  • WLL +2.5%, PBR +2.2%, RIG +1.9%, CHK +1.3%, HAL +0.8%

Other news:

  • SHLD +35.2% (announces 2nd phase of strategic restructuring program, targeting cost reductions of at least $1.0 billion on an annualized basis and enters into amended credit facility, sees upside Q4 sales)
  • CBR +9.4% (Lone Star Value discloses 5.4% active stake, says has engaged, and may continue to engage, in general discussions with the Board and management team, including with respect to the composition of the Board)
  • IMMU +9.1% (enters into exclusive global licensing agreement with Seattle Genetics (SGEN))
  • HXL +3.4% (authorizes $300 million of additional share repurchases)
  • AMD +2.7% (NVDA sympathy)
  • AVEO +1.1% (announces updates for its lead drug candidate, tivozanib; 'Pivotal TIVO-3 Trial Enrollment Proceeding Substantially Ahead of Schedule', not revising anticipated topline data time)
  • JBLU +0.7% (reports January traffic)

Analyst comments:

  • GTE +5.5% (upgraded to Outperform from Neutral at Credit Suisse)
  • QEP +0.6% (upgraded to Outperform at Wells Fargo)
  • BYD +0.5% (initiated with a Buy at SunTrust)