Thursday, April 18, 2013

ACUR for my last two days

Get it ? Acur >> A cure lol I kill me sometimes.
I know it was corny, but hey, I try to get a laugh whenever I can. $ACUR one of my swing positions because I really liked the chart and the drug that they make, had a fantastic pop from a positive article on Seeking Alpha yesterday and that was exactly what I needed to me me back on track for the week. I picked up a couple small positions in $RVLT And $PIP which I am still holding as long as they don't violate my stops. There is a ton of volatility out there which actually gives us more to trade.

Market looks like it is going to open on the upside today we will see if that lasts.

Morning movers and others
$THRX pr,$SVA pr, $FMCN,$KERX, $KGC snapback play, $MUX possible snapback, $CPRX upgrade, $MERU, $ACAD, $SIFY earnings pr, $CY Earnings pr, $BCRX, $OSTK earning pr. $FCEL earning update possible dolla roll


Seeking Alpha

Today's Markets:
In Asia, Japan -1.2% to 13220. Hong Kong -0.3% to 21513. China +0.2% to 2198. India +1.5% to 19016.
In Europe, at midday, London +0.5%. Paris +0.8%. Frankfurt +0.5%.
Futures at 7:00: Dow +0.4%. S&P +0.35%. Nasdaq +0.35%. Crude +1.4% to $87.92. Gold +0.8% to $1393.80.

Today's economic calendar:
8:30 Initial Jobless Claims
9:45 Bloomberg Consumer Comfort Index
10:00 Philly Fed Business Outlook
10:00 Leading Indicators
10:30 EIA Natural Gas Inventory
4:30 PM Money Supply
4:30 PM Fed Balance Sheet

Notable earnings before today's open: ADS, AN, APH, BAX, BBT, BPOP, BTU, BX, CY, DHR, FCS, FCX, FITB, KEY, LDK, MMR, MS, NOK, NUE, OMC, PBCT, PENN, PEP, PM, PPG, SHW, SNA, SON, TSM, TZOO, UNH, UNP, VZ

Notable earnings after today's close: ACTG, ALGN, AMD, BGS, CBST, CE, CMG, COF, CPHD, ETFC, GOOG, IBM, ISRG, LSCC, MSFT, RMBS, VMI, WIT


Briefing .com
before the open the following companies are scheduled to report earnings: PPG, APH, BBT, FITB, HOMB, IIIN, PBCT, TSM, UNH, MMR, MS, FCX, PVTB, VZ, BAX, BPOP, CY, FCS, HUB.B, KEY, NOK, SASR, TZOO, UNP, BTU, DHR, NUE, ADS, AN, BX, PENN, SHW, UTEK, WCC, KNL, PM, SNA, OMC, SON, PEP, POOL, SYNT, WSO, LDK


Gapping up                                                                    

    
In reaction to strong earnings/guidance: TZOO +10.4%, TSM +6.6%, CLB +6.1%, NE
+4.6% (light volume), FCS +3.9% (ticking higher), LWAY +2.2% (thinly
+traded),
IPI +2% (light volume), PEP +1.5%, SNDK +1.4%, VZ +1.3%, FCX +1.1%, CYS +0.6% 
(light volume).                                                                
                                                                           
Metals/mining stocks trading higher: IAG +3.4%, ABX +3.1%, KGC +3%, GG +2.6%, 
VALE +2.4% ( issues Q1 production report: 'strong operational performance of  
the base metals assets' ), GOLD +2.4%, HMY +2.4%, GDX +2.2%, RIO +1.7%, GLD   
+1.5%, SLV +1.2%, .                                                           
    
Select oil/gas related names showing strength: SDRL +3.6%, E +1%, BP +0.7%.   
       
A few European drug names trading higher: GSK +1.3% (confirms FDA Advisory    
Committee recommends approval of BREO Ellipta for the treatment of COPD), SHPG
+1.3%, AZN +1.1%                                                              
      
Other news: PTGI +22.2% (sold BLACKIRON data for CAD$200 mln to Canada's      
Rogers Communications, THRX +18.7% (resumed trading after hours, confirms FDA 
Advisory Committee recommends approval of BREO ELLIPTA for the treatment of   
COPD), EXAS +10.3% ( Top-line data show co's Cologuard test demonstrates 92%  
sensitivity in the detection of colorectal cancer), ALSN +8.7% (announces     
withdrawal of proposed secondary offering ), TTM +5.5% (following strength    
overseas (along with other Indian names), CCL +2.9% (following yesterday's    

Analyst Day), APC +1.2% (provides East Africa exploration update; Orca-1      
discovery well encountered ~ 190 net feet (58 meters) of natural gas pay in a Paleocene fan system), MU +1.1% (following SNDK results), ROP +0.7% (confirms 
plan to acquire Managed Health Care Associates in cash transaction valued at  
$1 bln), APL +0.7% (prices public offering of 10.3 mln common units at $34.00 
per unit).                                                                     
     
Analyst comments: ASML +3.2% (upgraded to Buy from Hold at Deutsche Bank), AIG
  


Gapping down                                                                  

In reaction to disappointing earnings/guidance: NOK -9.2%, LDK -6.5% (ticking 
lower), SCSS -4.9%, UNH -3.2%, EBAY -2.3% (also eBay downgraded to Neutral    
from Outperform at Macquarie), KEY -1.9%, PM -1.1%, MS -1%, AXP -0.2%.        

A few financial related names showing weakness: CS -0.9%, BCS -0.6%, HBC      
-0.3%.                                                                        
    
Other news: EXAS -26.8% (Top-line data show co's Cologuard test demonstrates  
92% sensitivity in the detection of colorectal cancer), UNXL -10.7% ( prices  
1.195 mln share offering at $32.00 per share), MFRM -3.7% and TPX -2.5%       
(following SCSS results), ARAY -3.2% (Provides Clarification on Recently      
Initiated Voluntary Recalls; no known injuries have been reported to date).   

Analyst comments: QGEN -1.8% (initiated with a Sell at Citigroup), APA -1.6%  
(downgraded to Perform from Outperform at Oppenheimer, downgraded at JPMorgan)
Today's Upgrades:
CompanyTickerBrokerage Firm
UPSUPSRBC Capital Mkts
FMC TechFTIRBC Capital Mkts
Fusion-ioFIOStifel
Core LabsCLBTudor Pickering
Lottomatica GroupLTTOYExane BNP Paribas
TextronTXTJP Morgan
Spectra EnergySEAtlantic Equities
Gerdau S.A.GGBCitigroup
Acuity BrandsAYINorthland Capital
HollyFrontierHFCBofA/Merrill
Cabot Oil & GasCOGBofA/Merrill
State Auto FinSTFCKeefe Bruyette
Today's Downgrades:
CompanyTickerBrokerage Firm
Expeditors IntlEXPDRBC Capital Mkts
FedExFDXRBC Capital Mkts
Allscripts-Misys HealthcareMDRXMaxim Group
ApacheAPAMorgan Stanley
Krispy KremeKKDWedbush
ApacheAPAOppenheimer
Esco TechESEOppenheimer
Huntington BancHBANCompass Point
AlkermesALKSMizuho

My thoughts and prayers go out to those impacted by the events at the Texas fertilizer plant explosion, another terrible tragedy.

Good luck trading today!



                  

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