>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
: LGF +13.9%, PVH +7.4%, DLTR +7.3%, BURL +6.1%, IGT +5.4%, CPRT +5.3%, DG +4.6%, WSM +3.6%, TLYS +3.5%, MIXT +3%, HEI +1.7%, TSL +1.7%, SIG +1.5%, COST +1.4%, SAFM +1%, GES +0.9%, HPQ +0.8%, MOD +0.8%

M&A news: SPIL +14.4% (Advanced Semi (ASX) and Siliconware Precision Industries (SPIL) agree to promote plans for the establishment of a holding company)


Select metals/mining stocks trading higher: MT +9.3%, X +6%, CLF +5.2%, FCX +3.2%, AUY +2.3%, VALE +2.2%, SBGL +2%, AU +2%, BHP +1.8%, AA +1.5%, GOLD +1%, ABX +0.9%,

Select oil/gas related names showing strength: CHK +6%, PEIX +4.8%, BCEI +4.6%, MRO +2.3%, PBR +1.8%

Other news: FLXN +20.1% (receives 'positive' guidance from FDA on new drug application submission for Zilretta), EBIO +11.9% (Boxer Capital discloses 9.96% passive stake), NVET +9.5% (reports positive results from NV-02 Pilot Field Study; NV-02 Pivotal Study plans underway), CEMP +4.3% (announces successful results in the Phase 2 CABP Trial conducted by Japanese partner, FUJIFILM Holdings (FUJIY)), NFLX +3.7% (favorable commentary on Wednesday's Mad Money), TWX +2% (FT report that an Apple (AAPL) executive had proposed the idea last year of buying Time Warner), BABA +2% (rebounding with YHOO), YHOO +1.7% (rebounding with BABA)

Analyst comments: INFY +2.2% (upgraded to Buy from Neutral at Goldman), JACK +1.4% (upgraded to Outperform from Neutral at Robert W. Baird), ADM +1.2% (upgraded to Buy from Neutral at Citigroup), SHPG +1.1% (initiated with a Buy at Stifel), TEAM +0.8% (initiated with an Outperform at Oppenheimer)