Monday, April 30, 2007

April 30th Gapping up/down

Gapping Down

Gapping down on weak earnings/guidance: IBN -6.2% (co also to offer stock)… Other news: ATML -3.9% (reports findings of Audit Committee investigation of historical stock option practices).

Gapping Up

Gapping up on strong earnings/guidance: NGA +22.3%, CRNT +13.3%, XFML +9.9%, RSH +8.1%, VSH +8.0%, HERO +6.8%, BEAV +5.1%… Other news: ISE +43.3% (Deutsche Boerse contemplating bid for ISE for approx. $2.8 bln cash, or $67.50 a share), NPTH +26.2% (to be acquired by GB for $14.38 per share in cash), ISPH +24.0% (announced FDA approval of AzaSite), IOTN +19.7% (positive Cramer mention), IDIX +14.7% (announces European Commission approved Sebvio), AVNR +14.4%, SGMO +13.8% (announces research and license agreement with Genentech), ISV +13.0% (announces FDA approval for AzaSite; approval triggers $19 mln milestone payment), NTWK +7.8% (NTWK Pakistan subsidiary reports Q3 results).

Sunday, April 29, 2007

April 27th Gapping up / down

Gapping Down

Gapping down on weak earnings/guidance: OCR -15.3%, BECN -15.2% (also downgraded to Neutral at Baird), GLGC -10.9%, SPRT -10.5%, BLG -10.5%, WFR -8.4% (downgraded to Neutral at Credit Suisse), VPRT -8.1%, PSYS -8.1%, BRCM -6.5% (also downgraded to Neutral at UBS), YRCW -6.1%, ACTU -6.0%, BOOM -5.7%, FALC -5.4%, IDTI -5.1%, TRID -4.3%, oPWV -4.0%, RACK -3.8%… Other news: MDCO -11.6% (discloses that US Patent Office denied extended patent for Angiomax), AVID -10.8% (also downgraded to Mkt Perform at Piper), CF -5.9% (names new CFO), MLNM -5.1% (downgraded to Underweight at Morgan Stanley).

Gapping Up

Gapping up on strong earnings/guidance: BIDU +27.6% (also upgraded to Outperform at RBC), VSEA +14.0%, SWIR +13.0%, SIMO +9.4%, NETL +9.3%, FLIR +8.9%, INSP +8.3% (also reaches agreement with Sandell Asset Mgmt, announces $6.30/share special dividend), SNCR +7.2%, SPF +6.4%, AXL +5.4%, CMI +5.2%, MEE +4.9%, MSFT +4.8% also upgraded to Sector Perform at CIBC)… BIDU sympathy plays trading up: GMKT +4.6%, SOHU +3.8%, SINA +3.2%, NTES +3.1%, SNDA +1.6%, LONG +1.0%, FMCN +0.7%… M&A: INTL +5.7% (to be acquired by Mitel for $25.60/share)… Other news: ARQL +14.2% (announces exclusive license agreement with Kyowa Hakko Kogyo to develop and commercialize ARQ 197), SNTO +10.6% (selected to provide right channeling support to Amp’d Mobile), DSCO +6.9% (upgraded to Buy at Jefferies), CTICD +5.5% (announces it will report Q4 results on May 2), IPCS +4.7% (declares $11/share special cash dividend).

Thursday, April 26, 2007

April 26th Gapping up / down

Gapping Down

Gapping down on weak earnings/guidance: SMMX -20.2% (also downgraded to Neutral at Nollenberger), ISLN -18.3%, AFFX -11.0%, CCMP -9.3%, LSI -7.6%, ARBA -7.4%, VAR -6.4%, LYO -5.9%, SKX -5.6%, SLW -3.9%, ALV -3.8%, LGBT -3.6%, LVLT -3.6%, HLIT -3.5%, ERIC -3.2%… Other news: TIBX -4.5% (downgraded to Sell at Goldman).

Gapping Up

Gapping up on strong earnings/guidance: ALGN +20.7%, OI +17.4%, FFIV +16.5%, NTRI +15.0% (also target raised to $96 at Citi), WEN +11.8%, SWKS +9.6%, MCRL +8.6% (also upgraded to Outperform at JMP), AAPL +7.9% (also downgraded to Hold at Citi on valuation), VDSI +7.6%, MTH +7.5%, AGIX +7.4%, F +7.4%, BLL +6.5%, PMCS +6.4%, CEPH +5.6%, PMTI +5.0%, XLNX +5.0%… M&A: CVNS +24.3% (to be acquired by Computer Sciences for $34/share), CSTL +11.8% (to be acquired by Captaris for $3.95/share)… Other news: CBRX +39.7% (reports preliminary findings from data analysis of Phase III study of Prochieve 8% to prevent preterm birth), LJPC +6.3% (receives Riquent composition of matter patents in Europe and China), ZVUE +5.9% (announces that its Putfile.com site has been named by In-Stat as the 15th most popular user-generated content Web site in the world), APPB +1.7% (announces that strategic process has yielded several non-binding, preliminary proposals to acquire the co).

Wednesday, April 25, 2007

April 25th Gapping Up / Down

Gapping Down

Gapping down on weak earnings/guidance: TZOO -18.7%, EXBD -16.9%, GGG -8.9%, HTCH -8.6% (also downgraded to Underweight at JP Morgan), SSTI -7.8% (also downgraded to Sell at WR Hambrecht), DYAX -7.3%, SUNW -6.4%, WU -6.2%, ANAD -6.0%, CKFR -5.9%, WBSN -5.3% (also downgraded to Neutral at Credit Suisse), PDS -5.2%, SANM -5.0% (also downgraded to Sector Perform at CIBC), CYMI -5.0% (also multiple downgrades), WLP -4.7%, RFMD -4.6%, CLZR -4.6%, EEFT -4.4% (also downgraded to Mkt Perform at Piper), EZPW -4.2% (also upgraded to Buy at Roth), ISE -4.1%… Other news: ONT -8.5% (files $60 mln mixed shelf), VNLS -8.0% (to delist from the Nasdaq and to deregister and terminate its US reporting obligations).

Gapping Up

Gapping up on strong earnings/guidance: AMZN +16.3% (also multiple upgrades), WVCM +12.0%, RVBD +11.4% (also multiple upgrades), ZRAN +11.1%, CHRW +8.5% (also upgraded to Buy at Merrill), ORLY +8.1% (also upgraded to Strong Buy at Raymond James), EFII +6.5%, BTJ +6.2%, ILMN +6.0%, LIFC +5.3%, DXPE +5.3%, CAKE +4.5% (also upgraded to Buy at Keybanc), GLW +4.7%, SLAB +4.5%… News-driven rally in small-cap/cancer biotechs continues: BDSI +66.0% (announces positive Phase III clinical trial results for Bema Fentanyl), XNPT +24.4% (reports positive top-line Phase 3 trial results of XP13512 in Restless Legs Syndrome), CVTX +12.2% (upgraded to Buy at First Albany), EPCT +6.9%, GNVC +4.7%… M&A: KTO +20.0% (Jarden confirms agreement to acquire KTO), TFSM +19.8% (WPP among suitors for TFSM - NY Post), ABN +5.0% (RBS-led group makes offer for ABN worth more than $100 bln - WSJ)… Other news: DAR +5.8% (initiated with a Buy at Morgan Joseph), JASO +4.9% (initiated with an Outperform at Raymond James), MAMA +4.7% (licenses copernic desktop search to UOL), AATI +4.2% (upgraded to Buy at Jefferies), CHINA +2.2% (initiated with a Positive at Susquehanna).

Tuesday, April 24, 2007

April 24th Gapping Up / Down

Gapping Down

Gapping down on weak earnings/guidance: RMD -13.6% (also downgraded to Neutral at Merrill), UCTT -13.3%, IIVI -9.7%, LXK -6.9%, CSL -5.7%, JNPR -4.3% (also downgraded to Mkt Perform at Piper), BJS -4.0%, PTV -3.8%, COH -3.5%, ELN -3.2%, MICC -3.1%, X -3.0%, TGT -2.7%, LII -2.8%… Other news: EPL -5.7% (announces preliminary results of equity self-tender offer), AVNR -4.7% (further profit-taking after the stock gave up most of yesterday’s gain), COGO -3.7% (prices 5.5 mln share offering at $17.50/share), WEN -2.9% (downgraded to Sell at Merrill).

Gapping Up

Gapping up on strong earnings/guidance: TRCR +19.7%, MSPD +13.3%, CPO +7.8%, TXN +8.7% (up in sympathy NSM +4.7%, EGLT +4.0%, AMAT +1.5%, MRVL +1.3%, CY +0.9%), ALU +5.2%, ALTR +5.1%, ESRX +4.6%, ICLR +4.6%… Small-cap biotech momentum continues: PARS +45.9% (announces Phase 2 data, lowest dose of cannabinor produced statistically significant decrease in pain), VION +13.4% (follow-through momentum; co also announced they are presenting at Fortis conference tomorrow), DNDN +5.2% (Provenge approval likely as politics is a factor; efficacy a question - BofA), ABPI +4.5% (reports the results of CRSFungal Profile), MGRM +3.6% (AP reports FDA panel meets today to review PFE’s HIV drug; PFE plans to offer drug alongside MGRM test)… M&A: SMBI +2.6% (to be acquired by Crestview Partners affiliate for $22.35/share in cash)… Other news: FRPT +13.5% (receives $481 mln order from DoD under existing contract), USAT +5.8% (MasterCard and USAT announce that six of America’s most prominent vending co’s are installing e-Port technology), TASR +4.3% (announces two orders from Penn and Hawaii), FNSR +4.1% (still checking).

Monday, April 23, 2007

April 23rd Gapping Up / Gapping Down

Gapping Down

Gapping down on weak earnings/guidance: AMCC -15.3%, SIFY -6.9%… Other news: AGIX -17.8% (ends collaboration with AZN for AGI-1067), EPCT -7.6% (profit taking following Friday’s surge), JSDA -4.5% (downgraded at Stifel), AZN -3.5% (to acquire MEDI), NYX -3.6% (downgraded to Sell at Goldman).

Gapping Up

Gapping up on strong earnings/guidance: HAS +9.2%, HSC +3.9%… M&A: GCO +39% (co’s Board of Directors rejected FL’s unsolicited $46.00/share buyout offer), MEDI +18.0% (to be bought by AZN for $15.6 bln)… Other: AVNR +14.8% (ends research collaboration with AZN, issues guidance in separate press release), PCYC +13.4% (announces FDA filing of NDA for Xcytrin Injection to treat lung cancer brain metastases), MVIS +8.4% (announced contract with transportation sector systems integrator), SCON +7.2% (confirms $4.7 mln U.S. Air Force contract), FTEK +7.7% (positive mention by Cramer).

Friday, April 20, 2007

April 20th Gapping up / down

Gapping Down

Gapping down on weak earnings/guidance: MNT -18.3% (also downgraded to Underperform at Piper), RNOW -16.9% (also multiple downgrades), RHI -10.0% (also downgraded to Sell at Stifel), STMP -9.5% (also downgraded to Neutral at First Albany), ENER -8.2% (guides Q3 revs below consensus, announces organizational restructuring plan), SIRF -6.7%, COF -5.5% (also multiple downgrades), CREE -1.6%… Other news: EVVV -5.5% (prices 8.75 mln share offering at $19/share), HDNG -3.4% (prices 2.2 mln share secondary at $23.50), AVCI -2.1% (continuing weakness after Wednesday’s report & restructuring announcement), HTLD -2.1% (downgraded to Hold at Stifel), DPTR -1.9% (prices 6.2 mln share offering at $20.50/share), TZOO -1.8% (downgraded to Buy at First Albany).

Gapping Up

Gapping up on strong earnings/guidance: SYNL +11.6%, INFA +5.0%, CAT +4.9%, ISRG +3.9%, PKTR +2.5%… M&A: GCO +12.2% (Foot Locker proposes acquisition of GCO for $46/share in cash)… Rebound in Asian stock markets lift China stocks, particularly solar: JADE +6.6%, TSL +5.5%, SOLF +4.0%, JASO +3.6%… Small-cap cancer/biotech stocks continue their news-driven rally: EPCT +81.6% (announces Myriad Genetics presented studies characterizing vascular disruption capabilities of Azixa), AVNR +9.7% (momentum), MGRM +7.7% (tgt raised to $3 at ThinkEquity), AMRN +6.4% (momentum), CBLI +6.2% (Protectan CBLB612 demonstrates efficacy in stimulating proliferation and mobilization of bone marrow stem cells in primate model), POZN +5.9% (initiated with a Buy and $28 tgt at Citi), NSTK +5.5% (Cramer positive on stock), ENZN +5.1% & SKYE +3.5% (ENZN granted full approval for DepoCyt for treatment of Lymphomatous Meningitis; ENZN licensed North American rights from SKYE)… Other news: HRB +8.8% (announces agreement to sell Option One Mortgage), RMKR +5.1% (prices 4.16 mln share offering at $8.50/share), HSOA +4.7% (profiled in BusinessWeek), NAPS +4.6% (Circuit City teams with NAPS to launch new digital music service).

Thursday, April 19, 2007

April 19th Gapping up/down

Gapping Down

Gapping down on weak earnings/guidance: AVCI -28.4% (also declares $2 special dividend, announces transition out of core router development), SPSN -19.5% (also downgraded to Neutral at Cathay), PWER -15.0%, LOGI -9.1%, WCC -8.0%, OXPS -6.9%, MOGN -6.4%, CPWR -5.6% (also downgraded to Mkt Perform at Piper), FCS -5.4%, ETFC -5.3%, UNH -4.7%, NVLS -4.3%… China stocks down on overnight weakness in Asian markets: ACH -5.5%, XING -5.3%, TSL -4.6% & JASO -3.4% & SOLF -2.0% (also continued profit-taking after huge solar sector run), LFC -4.2%, CHL -2.9%, etc… Other news: WEL -15.1% (prices 26 mln share common stock offering at $2.10/share), NG -6.0% (announces 12.5 mln share offering pursuant to preliminary prospectus supplement), SMSI -5.0% (downgraded to Hold at Jefferies).

Gapping Up

Gapping up on strong earnings/guidance: ASPV +11.9%, BAX +4.0%, ASD +3.7%, SGP +3.3%, STJ +3.2%, TER +2.7%, NOK +2.7%, BTU +2.6% (also announces strategic review of coal operations in West Virginia & Kentucky), VIVO +2.6%, EBAY +2.0%… Small-cap cancer/biotech stocks continue their news-driven rally: AVNR +12.1% (follow-through momentum), MITI +4.7% (higher following second press release on MITI-Medimmune BiTE molecule news), GERN +2.9% (studies confirm proof-of-principle for it’s human embryonic stem cell-derived hepatocytes), SUPG +2.8% (data show Tyrosine Kinase Inhibitor suppresses critical double-stranded DNA repair protein), IDEV +1.7% (anounces sbmission of supplemental NDA to reintroduce Valstar to treat bladder cancer)… Other news: IVAN +7.8% (signs agreement with Inpex to jointly pursue opportunity to develop heavy oil field in Iraq), LEAP +3.6% (tgt raised to $96 at Jefferies), DSL +2.9% (Cramer says DSL is best risk/reward he’s talked about in a long time).

Wednesday, April 18, 2007

April 18th Gapping up/ down

Gapping up on strong earnings/guidance: LLTC +9.3% (up in sympathy MXIM +5.5%, ADI +2.1%), ASML +4.3%, WM +2.8%... M&A: OMM +4.6% (to be acquired by TK and TRMD for $29.25/share)... Small-cap biotech rally continues on newsflow: AVNR +74.0% (announces positive results of Phase III study for Zenvia in diabetic neuropathic pain), INGN +20.2% (intravenous nanoparticle gene therapy shows activity in stage IV lung cancer patients), CPHD +11.9% (Xpert MRSA test for methicillin-resistant staphylococcus aureus receives FDA clearance), ANX +4.7% (announces positive data from multidrug therapy with CoFactor)... Other news: DPZ +6.2% (completes recapitalization plan, declares $13.50/share special dividend), CTICD +3.4% (settles Qui Tam suit with govt, suit against Medicare reimbursement advisor to recover damages filed), INSW 3.3 (follow-through momentum after yesterday's post-earnings 118% move), ASX +3.2% (broker note says ASX valuation still cheap after Carlyle called off bid).

Tuesday, April 17, 2007

April 17th Gapping UP / Down

Gapping up on strong earnings/guidance: INSW +43.5% (reports first profitable qtr), JOSB +7.8%, BDK +6.3%, JEF +4.5%, ADTN +4.4%, MTOX +3.6%... M&A: BCE +7.9% (to explore strategic alternatives)... Small-cap cancer/biotech stocks continue to rally: TELK +11.2% (reports positive data demonstrating synergy in combination and highly statistically significant effect of Telcyta), NGEN +10.3% (submits 510 for cystic fibrosis genetic assay and NanoChip 400 system), XOMA +8.0% (no news, just joining in the fun), CEGE +6.3% (reports GVAX immunotherapy for prostate cancer induces a broad, patient-specific antibody response)... Other news: VG +15.5% (Lightreading reports VG is in talks with Sprint Nextel about a way to resolve patent lawsuit), ONT +8.0% (continued momentum), MGAM +7.9% (reports installed base of player terminals and product mix), XING +8.4% (still checking), TISA +5.7% (announces that seven new German customers have chosen eFLOW platform), ACUS +4.8% (continued momentum), DIVX +4.4% (software to be bundled with Intel Media Series Motherboards), MDII +4.2% (continued momentum), CLWR +4.1% (multiple initiations of coverage), GCO +4.0% (Time running out for Foot Locker to launch a hostile bid - NY Post), STJ +2.6% & BSX +2.2% (upgraded to Outperform at Bernstein).

Gapping down on weak earnings/guidance: PACT -11.3%, UFPI -11.3%, FIC -9.4% (also multiple downgrades), AMTD -5.0%, ROCK -4.4%... Other news: NLST -17.2% (downgraded to Hold at Needham), KRY -6.0% (still checking), TFSM -4.6% (downgraded to Sector Perform at RBC), JSDA -4.4% (downgraded to Source of Funds at ThinkEquity), BMRN -4.4% (files for a $250 mln convertible notes offering; supplement to prospectus dated March 20), JASO -4.3% & SOLF -3.7% (downgraded to Sector Perform at CIBC), AGEN -3.8% (profit-taking following yesterday's gap up), AVR -3.4% (downgraded to Neutral at Goldman), PGLA -2.9% (continues to come in after giving up all of yesterday's gain).

Monday, April 16, 2007

April 16th Gap Up

Gap UP


Issue(Roll over for charts and headlines) Price Chg % Chg Volume
1 FremontGen (FMT) $8.88 1.83 25.96 13,073,492
2 CottCp (COT) 16.93 3.06 22.06 2,416,000
3 SLM Cp (SLM) 55.05 8.29 17.73 71,976,327
4 TrinaSolar ADS (TSL) 68.60 10.10 17.26 1,795,600
5 FrmntGen Toprs (FMT%2) 22.40 3.20 16.67 91,000

April 16th Watchlist

1's
================

HIGH :
======

PSPT,IGLD,NUHC,TRT,ENER,HRSH,JAV,SHOO,PTIE,FVE,JRCC

MEDIUM :
========
DITC,LWSN,ORCC,ASPV,SWHC,DEO,THQI,FMCN,MAXY

2's
====================
ID,MR,PTNR,TSL,ALNY,ATVI,GME,CUP,

TESTING :
==================

FRPT,ARRS,ORCC,FMCN,PSPT,LOGI

PULLBACK :
=========
AFSI,CSIQ,

Sunday, April 15, 2007

April 15th Watchlist

1's
================

HIGH :
======

IGLD,NUHC,TRT,ENER,HRSH,JAV,SHOO,

MEDIUM :
========
DITC,LWSN,ORCC,ASPV,FVE,SWHC,PTIE,DEO,THQI,FMCN,JRCC,MAXY

2's
====================
ID,MR,PTNR,TSL,ALNY,ATVI,GME,CUP,

TESTING :
==================

FRPT,ARRS,ORCC,FMCN,PSPT

Thursday, April 12, 2007

Today's watchlist

Long :

1's
================
HIGH :
==========
JAV,ASPV,ALNY,FVE,FRPT,ARRS,SWHC,ATVI,PTIE,CHR,CPNO

MEDIUM :
==========
ESRX,DEO,SHOO


REGOFOLIO :
==========
XOMA,AFSI,CSIQ,SOFO,WFR

2's
====================
JAV,LWSN,ENER,GME,THQI,MO,CPNO

TESTING :
==================
GS,ORCC,RIG,KGc,FMCN,PSPT

Wednesday, April 11, 2007

Todays Watchlist

Long
1's
================
HIGH :
==========
ASPV,ALNY,ORCC,FVE,FRPT,ARRS,SWHC,GS,ATVI,PTIE,HAL,HPQ,CHR,DRCT,CPNO,NTGR,FMCN

MEDIUM :
==========
ESRX,DEO,SHOO

REGOFOLIO :
==========
XOMA,AFSI,CSIQ,SOFO,WFR

2's
====================
JAV,LWSN,ENER,GME,THQI,MO,HAR,HLF,FLOW,cpno,pspt

TESTING :
==================
RIG,KGC

======
SHORT :

SNCR,JPM,

Welcome

Welcome