>>> US Gapping up


Gapping up
In reaction to strong earnings/guidance
: NEO +11.8%, SC +10.3%, CUDA +10%, STM +9.6%, WNC +9.3%, FTNT +8.1%, SONS +7.4%, EURN +6.9%, SONS +6.7%, BSX +6.4%, ACCO +5.1%, HUBG +5%, TSS +4.9%, EXK +4.5%, MKTO +4.4%, CREE +3.7%, BLDP +3.5%, STO +3.3%, MDLZ +3.3%, NUVA +3%, TEX +2.9%, LEA +2.5%, FBRC +2.5%, VNTV +2.2%, (promotes Stephanie Ferris to CFO), PNRA +2.1%, FE +1.9%, WEX +1.9%, CRH +1.9%, WEX +1.9%, SXC +1.7%, CMCSA +1.7%, SXC +1.7%, TRU +1.6%, SXCP +1.6%, TOT +1.6%, HLS +1.5%, SIX +1.4%, SKT +1.3%, EW +1.3%, EBAY +1.3%, DPS +1.3%, AOS +1.2%, UTX +1.1%, IP +1.1%, WCIC +1%, SO +1%, UMC +0.9%, UTX +0.9%, SAN +0.8%, MRCY +0.7%, NOC +0.7%, BGCP +0.7%

M&A news: DWA +17.8% (Comcast (CMCSA) is in discussions to purchase DWA for $3 bln, according to WSJ), EXAM +4.9% (to be acquired by Leonard Green & Partners for $35.05/share)

Select oil/gas related names showing strength: BCEI +7.5%, WLL +4.9%, SDRL +4.5%, DNR +3.2%, PTR +2.9%, MRO +2.4%, SDLP +2.4%,

Other news: OASM +12.1% (reports positive overall survival results from Phase III study of Paclical/Apealea; marketing approval in US anticipated for the end of 2016/2017), CUDA +10.5% (in sympathy with FTNT), MEMP +6% (declared Q1 cash distribution of $0.03 per unit, represents $0.07 per unit reduction from MEMP's fourth quarter 2015 distribution ), EQC +5.1% (light volume; confirms is under contract to sell its leasehold interest in Hoboken property with gross sale price of $235 mln), CYTX +3.8% (announces an independent DMC has reviewed safety data from the initial 40 patients and recommended that its Phase 3 STAR trial continue as planned), ACUR +3.6% (has been issued U.S. Patent No. 9,320,796 by the USPTO pertaining to its Limitx Technology platform), OPB +3.5% ( to join S&P SmallCap 600), VSAT +1.3% (to join S&P MidCap 400), AYI +1% (to join the S&P 500)

Analyst comments: NOV +2.7% (upgraded to Overweight from Underweight at Morgan Stanley), KORS +1.7% (upgraded to Overweight from Neutral at Piper Jaffray)