Gapping down In reaction to disappointing earnings/guidance: RATE -15.2%, JBL -7.5%, ORCL -6.2%, RAD -5.5%, OIS -5.4%
Other news: ONVO -8.7% (proposed secondary offering), SPCB -4.5% (proposed public offering of ordinary shares, size not disclosed), CA -3.7% (following ORCL results), ISLE -3.7% (Chief Development Officer John Wilson disclosed sale of 10k shares at average price of ~$19.89, transaction date 6/16/15), MNK -1.6% (discloses update to previously announced investigation related to Questcor's 2013 acquisition of rights to develop and commercialize Synacthen Depot), CTRP -0.8% (announces proposed offering of $1 billion convertible senior notes), SAP -0.8% (in symp with ORCL)
Analyst comments: LUV -1.7% (downgraded to Underweight from Overweight at Barclays), SAVE -1.3% (downgraded to Neutral from Outperform at Credit Suisse)
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Portfolio Ticker Matches: SCANX
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Gapping up In reaction to strong earnings/guidance: PIR +7%, OPGN +1.8%
M&A news: LMNS +13% (will be acquired by XIO Group for $14.00/share in cash ), SYT +2.7% (cont M&A spec), AXS +2.6% (Arch Capital (ACGL) considering $65/share bid for AXS, according to FT), QIHU +1.6% (Bloomberg real M&A column discusses that Chairman's buyout proposal of $77/share might be the best offer the company will receive), GM +0.7% (General Motors and Fiat (FCAU) have hired bankers to advise on merger related considerations, according to Reuters)
Select metals/mining stocks trading higher (Gold and Silver futures ~+2% in pre-mkt): BHP +2.2%, AG +1.9%, RIO +1.8%, AUY +1.8%, GOLD +1.7%, GG +1.6%, SLW +1.6%, AEM +1.4%, GFI +1.3%, NEM +1.2%, FCX +1.2%, MT +1.2%, SLV +1%, PAAS +0.9%, VALE +0.9%
Select oil/gas related names showing strength (Crude ~+1% in pre-mkt): CNX +2.4%, SNP +0.9%, RIG +0.8%, CHK +0.8%, SDRL +0.8%
Other news: JOEZ +24.5% (cont strength), FREE +15% (cont strength), CRDS +14.4% (Announces Patent Litigation Update Including Results of Markman Hearing; A Federal Court in the Western District of Texas entered an order in which the Court determined the meaning of 17 disputed claim terms in the patents-in-suit), RDUS +6.3% (reports Positive top-line data from ACTIVExtend Trial including combined 25 month results), BMRN +6% (announces positive results of a Phase 2 proof-of-concept and dose finding study of BMN 111, an analog of C-type Natriuretic Peptide, in children with achondroplasia), ERN +5.6% (Commences Production From the Oyo-7 Well; Production from Oyo field expected to double), PARN +2.9% (announces positive top-line pivotal trial results for its Zydax therapeutic), NBG +2.7% (cont volatility in Greece negotiations), NOR +2.4% (to evaluate strategic alternatives; Board of Directors engages Morgan Stanley; co also suspends dividend and seeks reverse stock split), DEO +2% (still checking), ADVS +1.3% (reports U.S. Department of Justice Clears SS&C's (SSNC) Acquisition of Advent), ALKS +0.8% (favorable commentary on Thursday's Mad Money)
Analyst comments: DGLY +5.5% (initiated with a Buy at H.C. Wainwright (Rodman & Renshaw); tgt $24), JNPR +1.3% (upgraded to Outperform from Neutral at Wedbush), SAN +1.1% (upgraded to Overweight from Neutral at JP Morgan), ALK +0.8% (upgraded to Outperform from Neutral at Credit Suisse), MRVL +0.7% (upgraded to Neutral from Sell at Goldman -- Removed from Americas Sell List), SNH +0.5% (upgraded to Neutral from Sell at UBS)
IMF'S LAGARDE: GREECE'S JUNE 30 PAYMENT TO IMF IS DEFINITIVE, THERE IS NO GRACE PERIOD OR POSSIBILITY TO DELAY
*BILFINGER FOUND 29 NEW POSSIBLE CORRUPTION CASES: MANAGER MAG