Ближайший уровень поддержки по SPY – 192.25 уровень сопротивления – 193.00



WAG смотрим на рост

PRGO выше 143 покупка

OAS ниже 47 продажа

Gapping up/down: SSYS +12%, MIDD +7%, and SUNE +5% after earnings, select solar names trading higher, LIME +200% after contract win; ATML -5% and COST -1% after earnings/SSS, select metals/miners trading lower
Gapping up 
In reaction to strong earnings/guidance/SSS: SAAS +18.5%, LGP +18.4%, SSYS +12.4%, JACK +11.2%, HZNP +11%, MCP +10.8%, GDP +9.4%, TRMR +8.7%, MBI +7%, MIDD +6.7%, FOXA +5.2%, HAR +5.1%, TPH +4.8%, SUNE +4.8%, DXCM +4.7%, HIMX +4.6%, PKT +4.5%, LDRH +4.5%, EVHC +4.3%, ATHM +4.3%, CRIS +4.2%, QIWI +4.1%, DEG +3.8%, WTI +3.7%, BREW +3.5%, TROX +3.5%, EVRY +3.5%, TDC +3.4%, WWAV +3.3%, KERX +3.2%, DEPO +3.1%, MUSA +2.9%, CTL +2.9%, VNDA +2.9%, WEN +2.8%, JBT +2.6%, OFIX +2.5%, AFSI +2.5%, EXAR +2.4%, RIG +2.3%, RDN +2.3%, PACD +2.2%, DYN +2.2%, ZFGN +2.2%, AGU +2.1%, CSII +2%, ICE +2%, BKD +1.8%, TWO +1.8%, NLY +1.7%, TCAP +1.7%, AAON +1.6%, CDXS +1.5%, WR +1.5%, DNB +1.3%, TEG +1.3%, PMT +1.3%, RIO +1.3%, MRIN +1.2%, RGLD +1.2%, DUK +1.2%, ITMN +1.1%, ETP +1.1%, SN +1.1%, SYMC +1.1%, MNK +1.1%.

M&A news: CST +6.6% (CST Brands (CST) to acquire the general partner of LGP for $17 mln in cash and ~ 2.044 mln shares of CST common stock; CST authorizes repurchase of up to $200 mln of common stock ), NEM +0.8% (exec says company still open to merger with Barrick Gold (ABX), according to reports).

Select solar names showing strength: HSOL +2.9%, JASO +2.4%, TAN +2.4%, TSL +1.8%, CSIQ +1.7%, JKS +1.4%, YGE +1.2%, FSLR +0.7%.

Other news: LIME +203.8% (announced utility program contract win valued at $180 mln), OGXI +23.3% (announces appointment of John Bencich as VP and CFO), LGP +18.4% (CST Brands (CST) to acquire the general partner of LGP for $17 mln in cash and ~ 2.044 mln shares of CST common stock; CST authorizes repurchase of up to $200 mln of common stock ), MCP +10.8% (announces commitment for a $400 mln financing arrangement ), MDCO +10.6% (received FDA approval of Orbactiv (oritavancin) for the treatment of skin infections), CTRP +10% (co and Priceline Group (PCLN) expand partnership; Priceline to make $500 mln investment in Ctrip), GTXI +7.8% (filed for a ~22.156 mln share common stock shelf offering which includes ~10.18 mln shares of its common stock issuable upon the exercise of outstanding warrants, which are held by the selling stockholders), VJET +6.2% (following SSYS results), CTIC +6.1% (receives FDA Fast Track Designation for Pacritinib, a novel JAK2 Inhibitor for the treatment of myelofibrosis), XONE +5.9% (following SSYS results), PERY +4.9% (following late move higher on volume — attributed to M&A speculation), DDD +3.4% (following SSYS results), WBAI +2.1% (enters into strategic partnership with China Mobile Limited (CHL)), DB +2% (peer Commerzbank trading higher after results), VMW +1.7% (announced authorization of stock repurchase program of up to $1 bln of its Class A common stock), BKS +1.5% (Google and Barnes & Noble (BKS) want to compete with Amazon (AMZN) on speedy book delivery, according to reports), MNK +1.1% (announced settlement of OFIRMEV (acetaminophen) injection patent litigation with Fresenius Kabi USA), BAC +0.9% (reports suggesting $16.5 bln DoJ settlement).

Analyst comments: AOL +3.3% (upgraded to Buy from Hold at Cantor Fitzgerald), CCL +2.1% (upgraded to Buy from Neutral at BofA/Merrill), ANR +1.6% (upgraded to Neutral from Sell at UBS), ARMH +1.3% (upgraded to Buy from Hold at The Benchmark Company), WAG +1% (upgraded to Hold from Sell at Cantor Fitzgerald)

Gapping down
In reaction to disappointing earnings/guidance/SSS: THOR -26.4%, ELON -17%, BWC -12.6%, GEOS -9.5%, RNDY -9.5%, ANAD -9.1%, IO -8.4%, CSOD -8.2%, COUP -7.6%, TXTR -6.6%, OSUR -6%, TNGO -5.4%, ATML -5.2%, ATRS -5.2%, FTK -5.1%, ZEUS -4.9%, PHMD -4.7%, ERII -4.6%, CLDX -4.5%, ZU -4.5%, SD -4.5%, NVAX -4.1%, GPOR -3.9%, IXYS -3.9%, DVAX -3.9%, DRTX -3.7%, WIN -3.5%, CPA -3.3%, EVC -3.2%, NIHD -3.2%, BDBD -3%, CECE -3%, LAMR -3%, RDUS -2.8%, SABR -2.8%, IDCC -2.7%, FRED -2.6%, ACAS -2.4%, GMCR -2.2%, TSE -2.2%, SRPT -2%, MWE -1.9%, DSCI -1.9%, AUXL -1.8%, HIL -1.6%, MYL -1.6%, HRC -1.6%, YY -1.5%, CXW -1.5%, PRSC -1.5%, TOPS -1.5%, AGYS -1.4%, CPE -1.3%, LPI -1.3%, PHX -1.3%, CGI -1.1%, NVTL -1.1%, CTB -1%, MPEL -1%, COST -1%.

Select metals/mining stocks trading lower: TC -2.2%, AU -1.5%, AU -1.5%, HL -1.2%, HL -1.2%, IAG -1.1%, HMY -1%, BHP -0.5%, MT -0.4%.

Other news: NYMX -8% (Paul Averback sold in a private transaction for financial planning purposes 470,600 common shares of NYMX for a total consideration of $2.4 mln), UMPQ -3.5% (announces secondary offering of 15 mln shares held by Thomas H. Lee Partners and Warburg Pincus), SHPG -1.8% (still checking), PT -1.5% (still checking), YY -1.5% (Shanghai -1.3% overnight), EBS -1.3% (submits Biologics license application to FDA for Anthrax Immune Globulin Intravenous), ASTM -0.9% (filed for a $20 mln common stock offering), RSPP -0.8% (announces pricing of 10 mln shares of common stock offering at $25.65/share).

Analyst comments: NUS -0.6% (downgraded to Neutral from Overweight at JP Morgan), AET -0.6% (downgraded to Neutral from Buy at Goldman), UNH -0.6% (removed from Conviction Buy list at Goldman), PERI -0.5% (downgraded to Hold from Buy at Needham), VOD -0.4% (downgraded to Mkt Perform from Outperform at Raymond James).

Описание вебинара
Опытный трейдер Дмитрий Гаврилов уверен: зарабатывать можно не только утром, но и в спокойное время, когда на рынке меньше риска и больше трендовых движений. Чем руководствоваться при отборе акций в обед? Какими фильтрами пользоваться? Как находить наиболее перспективные акции? На эти и другие вопросы ответит автор вебинара и на примерах покажет участникам, на что стоит обращать внимание при выборе акций для торговли.

Описание вебинара
Краткий рассказ о торговой стратегии. 
Анализ утреннего движения рынка. 
Инструменты для отбора акций. 
Разбор предложенных акций слушателей.
Особенности вебинара
Занятие проводится компанией GT Capital Group.

Ведущий вебинара – Дмитрий Гаврилов, успешный трейдер на фондовых биржах США. Торгует с 2008 года. С 2009 года старший трейдер и групп-лидер. Более трех лет профессионального обучения трейдеров. В 2011 году стал партнером компании GT Capital Group.

Ближайший уровень поддержки по SPY – 191.00 уровень сопротивления – 192.25



SNCR покупка выше 42, ниже продажа

CRR покупка выше 106

SALE при удержании 18 покупка, ниже продажа

AGN следим за акцией

BLMN покупка при удержании 15

Ближайший уровень поддержки по SPY – 192.80 уровень сопротивления – 193.75



PDCE следим за ней, возможен шорт

ALR покупка выше 35

KORS покупка от 76

Gapping up/down: COH and ODP +6% after earnings, MNI, GCI and ACH trading higher on M&A news; BLMN and IHG -4% after earnings, PNRA -2% after CFO resigns

Gapping up 
In reaction to strong earnings/guidance: NLS +12.8%, GTAT +10.4%, AKRX +7%, COH +6.2%, CHGG +6.1%, ODP +5.7%, EPAM +4.4%, CAR +4.2%, JMBA +4.2%, CRZO +4%, TSRA +3.8%, ANV +3.7%, ANSS +3.2%, MWA +3.1%, ELNK +3.1%, ARQL +3.1%, REGI +2.6%, KFRC +2.4%, ARCO +2.3%, AIG +2.1%, WLK +2.1%, MRO +2%, MGM +1.8%, VSI +1.4%, THC +1.3%, CVS +1.3%, KWK +1.1%, BCRX +1%,.

M&A news: MNI +12.7% (announces agreement to sell its 25.6% stake in Cars.com to Gannett (GCI)), GCI +6.4% (MNI announces agreement to sell its 25.6% stake in Cars.com to Gannett (GCI)), AHC +6.2% (A.H. Belo to sell its units in Classified Ventures to Gannett (GCI) for a price that values CV at $2.5 bln; remains Cars.com reseller).

Select solar stocks trading higher: YGE +2.8%, TSL +2.8%, CSIQ +2%, FSLR +1.7%, HSOL +1.1%, SUNE +0.7%, JKS +0.3%.

Other news: BAXS +25% (announces 2 new patents for VEO direct lateral and AxiaLIF minimally invasive interbody fusion systems), USU +8% (disclosed an amendment to its agreement with the Department of Energy that provides for additional funds of ~$5.7 mln), ZNGA +1.8% (still checking), P +1.7% (may launch Talk Radio for cars, according to reports out yesterday afternoon), GRPN +1.3% (still checking), TASR +1.2% (reports orders for hundreds of AXON Cameras for July),.

Analyst comments: HIMX +4.5% (upgraded to Buy from Neutral at BofA/Merrill), SERV +3.5% (initiated with a Overweight at Piper Jaffray), ADHD +2.3% (initiated with a Overweight at Piper Jaffray), FMS +1.8% (upgraded to Buy from Neutral at UBS), THC +1.3% (upgraded to Neutral from Negative at Susquehanna)

Gapping down
In reaction to disappointing earnings/guidance: FIVN -27%, SALE -23.9%, END -12.8%, LF -6.8%, MSI -6.4%, ECOM -5.3%, CTIC -4.8%, BLMN -4.1%, IHG -3.9%, MDR -3.6%, ROSE -3.3%, GTXI -3.3%, SYKE -3.1%, OESX -3%, WAIR -2.7%, ACT -2.6%, CNQR -2.3%, REGN -2.2%, DRC -2%, AREX -1.9%, CNK -1.9%, RHP -1.9%, ALLT -1.8%, PXD -1.5%, TGT -1.3%, ENH -1.2%, HCLP -1%.

M&A news: TEF -0.7% (TEF launches acquisition offer for Vivendi's (VIV) GVT unit), VIV -0.2% (TEF launches acquisition offer for Vivendi's (VIV) GVT unit).

Select EUrelated names showing weakness: ALU -3.5%, DB -2.6%, UBS -1.6%, ARMH -1.1%, BCS -0.9%.

Other news: DRAM -3.1% (pulling back from yesterday's move), STAY -2.2% (announced launch of secondary offering by selling shareholder), PNRA -2% (announced CFO departure; Bill Moreton, Executive Vice Chairman and former CEO, to serve as interim CFO), ESI -1.4% (announced that CEO Kevin M. Modany intends to resign, effective February 4, 2015; John Dean named Executive Chairman; Eugene Feichtner promoted to President and COO), BHP -1.1% (potentially related to weaker than expected Aus Trade Balance), BERY -1% (announced 14,728,218 share secondary public offering by certain funds affiliated with Apollo Global Management).

Ближайший уровень поддержки по SPY – 192.85 уровень сопротивления – 193.10



TMST, LOCO смотрим на покупку недавнее IPO

OCN смотрим на покупку при удержании 27.50

Gapping up/down: KORS +3.3%, HSBC +1.8%, BRK.B +1.5% on earnings, PIKE +47.7% on M&A, Drug/biotech names higher… oil/gas related names lower

Gapping up:
In reaction to strong earnings/guidance: KORS +3.3%, HSBC +1.8%, BRK.B +1.5%.

M&A related: PIKE +47.7% (Pike Shareholders to receive cash of $12.00 per share in transaction led by Court Square Capital Partners), EVR +1.7% (following late weakness — Evercore confirmed plans to to acquire ISI Group and the remaining 40% interest in Evercore's Institutional Equities business; co will issue up to ~ 8 mln share equivalents in the two transactions; transaction expected to be accretive to Adjusted Pro Forma EPS in first year and has potential to be meaningfully accretive starting in 2016), GSK +1% SNY +0.5% (PE firms may purchase older drug brands of GSK and Sanofi (SNY), according to reports),

Drug names/biotech trading higher: TKMR +34.9% (strength attributed to Ebola related fears/plan), LGND +8% (still checking), AZN +0.9% (higher despite reports indicating Hedge funds betting against AZN takeover bid ), ANIP +2.4% (acquires Vancocin capsules and additional vancomycin assets from Shire ), AMGN +1.3% (announces Phase 3 ASPIRE trial of Kyprolis In Patients With Relapsed Multiple Myeloma met primary endpoint; Kyprolis helped patients Live 8.7 months longer without their disease worsening)

Other news: PT +4.8% (traded higher overseas), LOCO +3.9% (still checking), MBLY +3.2% (continued strength/volatility from IPO), DHI +2.9% ( ticking higher on positive Barron's story), INFY +2.8% (traded higher overseas on weaker rupee), EMC +1.2% (Barron's profiles positive view), GPRO +1% (still checking), AAPL +0.8% (still checking), LOGI +0.8% (still checking), SCTY +0.7% (appoints semiconductor veteran Brad Buss as CFO), HLF +0.6% (Barron's report defends name), PSEC +0.6% (exits AirMall at a gross 16.7% internal rate of return and 1.61x cash-on-cash return).

Analyst comments: HIMX +4.3% (upgraded to Buy from Hold at Lake Street), BYI +2.7% (upgraded to Neutral from Sell at Goldman), X +2% ( upgraded to Buy from Hold at Deutsche Bank; upgraded to Buy from Hold at KeyBanc Capital Mkts ), MT +1% (upgraded to Neutral at Exane BNP Paribas), VOD +1% (upgraded to Buy from Neutral at Redburn ), ALU +0.9% (upgraded to Overweight from Equal-Weight at Morgan Stanley), STLD +0.4% (upgraded to Buy from Hold at KeyBanc Capital Mkts), OXY +0.3% (upgraded to Overweight from Equal-Weight at Morgan Stanley; tgt raised to $120 from $110)

Gapping down:
In reaction to disappointing earnings/guidance: AN -5%, SNH -3.5% (light volume).

Select oil/gas related names showing early weakness: NE -12.2% (downgraded to Hold from Buy at Deutsche Bank), DO -4.9% (downgraded to Sell from Hold at Deutsche Bank), RIG -2.3% (downgraded to Sell from Hold at Deutsche Bank), CVX -0.9%, SDRL -0.9%, CVX -0.4% (downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt raised to $140 from $135).

Other news: INSM -20.3% (provides regulatory update for ARIKAYCE; Filing Marketing Authorization Application with European Medicines Agency for NTM Lung Disease and CF Indications; confirms US development plan for NTM Following FDA guidance), ZGNX -7% (announces Departure of Chief Commercial Officer), ARMH -2.2% (still checking), VNR -1.5% (to acquire natural gas, oil and natural gas liquids assets in North Louisiana and East Texas for $278 mln from Hunt Oil; immediately accretive to distributable cash flow at closing, TWTR -1.2% (reports that users do not view ads), CCL -1.2% (still checking), JPM -0.8% (has reached a $4.5 bln mortgage trust related settlement, according to reports), DAN -0.7% ( announces additional $400 million share repurchase authorization, pays dividends on common stock and final dividends on series b convertible preferred stock) QCOR -0.5% ( Institutional Shareholder Services Inc. and Glass Lewis recommend that shareholders of Mallinckrodt and Questcor vote for Mallinckrodt's acquisition of Questcor), SODA -0.4% ( Soros liquidated stake, according to reports), MCD -0.3% (to resume full China menu in some cities this week, according to reports).

Analyst comments: DEI -1.2% (downgraded to Sell from Hold at Stifel ), AEP -0.6% (downgraded to Equal Weight from Overweight at Morgan Stanley), RPXC -0.6% (downgraded to Equal Weight from Overweight at Barclays), QLGC -0.2% ( downgraded to Equal Weight from Overweight at Barclays )