Monday, March 25, 2013

Morning Movers

Looks like we may have a good open.

 A few Stocks that caught my eye this morning

$DRRX upgrade, $ZAZA PR, $TSRX pr,  $PAL pr, $VNDA pr, $ARWR pr, $ARRY Upgrade, $BLDP pr,$GALE pr ,$OCZ pr

Seeking Alpha
Today's Markets:
In Asia, Japan +1.7% to 12546. Hong Kong +0.6% to 22251. China -0.1% to 2327. India -0.3% to 18681.
In Europe, at midday, London +0.9%. Paris +1.4%. Frankfurt +1.3%.
Futures at 7:00: Dow +0.3%. S&P +0.5%. Nasdaq +0.6%. Crude +0.5% to $94.18. Gold -0.3% to $1603.60.

Today's economic calendar:
8:30 Chicago Fed National Activity Index
10:30 Dallas Fed Manufacturing Outlook
1:15 PM Bernanke at the London School of Economics

Notable earnings before today's open: APOL, DG, JASO

Notable earnings after today's close: AUQ, FMCN

Briefing.com
Gapping up                                                                    
     
In reaction to strong earnings/guidance: APOL +6.2%, DG +2.2%.                
M&A related: DELL +3.3% (Dell Special Committee confirms receipt of 2         
alternative acquisition proposals in 'Go-Shop' process ), SFD +5% (following  
reports that the co is exploring options and hired advisor), HES +0.9%        
(WSJ.com report suggesting potential M&A).                                     
                                                                            
Financial related names showing strength: NBG +7.4%, DB +2.4%, UBS +1.9%, ING 
+1.8%, CS +1.7%, BCS +1.6%, MS +1.4%, BAC +1.1%, SAN +1.1%, HBC +1%, C +1%, . 

     
Other news: ARWR +14.9% (Arrowhead Research induces 90% reduction in hepatitis
B antigens in chimpanzee with chronic infection: data follow previous report  
of reduction in viral DNA), ZAZA +11.5% (announces definitive purchase and    
sale agreement and follow-on purchase and sale agreement of its Moulton       
Assets; co to sell its Moulton assets in two separate transactions for a      
combined purchase price of $52.5 mln), BLDP +4.7% (China's Azure Invests $2M  
in Ballard Telecom Backup Power Subsidiary), ARMH +3%, SAP +1.7% and ERIC     
+1.4% (still checking), TSRX +3% (announces positive results from
+ESTABLISH 2
study of tedizolid in severe skin infections; tedizolid met all primary and   
secondary efficacy outcomes designated by the fda and ema; NDA filing expected
second half of this year), SRPT +2.7% (following positive Barron's mention),  
VOD +2.1% (is considering selling its Verizon (VZ) wireless shares, according to reports), CPWR +1.1% (seeing modest strength following positive mention on 
MadMoney on Friday, CQP +0.7% (Cheniere Energy Partners and Centrica sign     
20-year LNG sale and purchase agreement for LNG exports from Sabine Pass),    
AAPL +0.7% (to acquire mapping application provider WiFiSlam), NVS +0.4% (FDA approves TOBI Podhale for certain cystic fibrosis patients, the first and only
dry powder inhaled antibacterial in US).                                      
  
Analyst comments: GALE +5.2% (initiated with a Buy at Needham), ALL +1.6%     
(upgraded to Buy from Neutral at Goldman), BBY +0.5% (Hearing estimates and   
price target raised at Barclays)


Gapping down                                                                  

In reaction to disappointing earnings/guidance: JASO -7.1% (light volume).    
Select metals/mining stocks trading lower: GFI -1.9%, KGC -1.6%, CLF 1.3%, EGO
1.4%, IAG -1.2%, ABX -1.0%, GG -0.9%.                                         
                                                                           

Other news: IDIX -8.7% (announces decision by the United States Patent and    
Trademark Office Patent Trial and Appeal Board in the first phase of the interference     
Idenix was determined to be the 'junior party'), BBRY -6.4%     
(BlackBerry Z10 launch mentioned cautiously in WSJ report out over the        
weekend; downgraded to Neutral from Buy at Goldman), UTHR -6.3% (receives     
second Complete Response Letter for oral Treprostinil NDA).                   

                                                                               

Analyst comments: JCP -1.5% (downgraded to Underperform from Market Perform at
BMO Capital Mkts), SIAL -1.4% (downgraded to Underperform from Neutral at     
BofA/Merrill), IGT -0.5% (downgraded to Neutral from Outperform at Macquarie),
IGT -0.5% ( downgraded to Neutral from Outperform at Macquarie)               

Today's Upgrades:
CompanyTickerBrokerage Firm
KB HomeKBHWilliams Financial Group
TETRA TechTTIHoward Weil
Cedar Shopping CentersCDRStifel
Canadian Natl RailCNIRaymond James
W.R. BerkleyWRBGoldman
AllstateALLGoldman
CNOOC LtdCEOBofA/Merrill
CNOOC LtdCEOJefferies
Array BiopharmaARRYPiper Jaffray
Royal Bank of ScotlandRBSGoldman
Saul CentersBFSRobert W. Baird
EndocyteECYTRobert W. Baird
Today's Downgrades:
CompanyTickerBrokerage Firm
CIT GroupCITCompass Point
Red HatRHTRaymond James
CelgeneCELGWallachBeth
Check Point SoftwareCHKPLazard
Sigma-AldrichSIALBofA/Merrill
RenaissanceReRNRGoldman
PartnerRePREGoldman
AXIS CapitalAXSGoldman
Mylan LabsMYLBernstein
WABCO HoldingsWBCJP Morgan
VirtusaVRTUJP Morgan
Iberdrola SAIBDRY.PKJP Morgan
SPX CorpSPWJP Morgan
TextronTXTJP Morgan
Patterson-UTIPTENRaymond James
AirgasARGBofA/Merrill
BlackBerryBBRYGoldman
Whole FoodsWFMPiper Jaffray
Remy CointreauREMYFNomura
Life TechnologiesLIFECitigroup

                                              





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