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Corporate Actions IPOs on deck for today: DoYou (DOYU).  Secondaries on deck: AVRO ATEX BRKR  BYSI HYRE IMRN RGEN   Notes Priced: RGEN. Common Stock filings: FTSV AVRO SENS Mixed Shelf Offerings filed:  Convertible Offering Files: SENS Courtesy of IPO Financial Earnings After The Close: Beat:  CTAS +0.14, UAL +0.11, FNF +0.06, FULT +0.01, HWC +0.01  Flat: HOPE  Missed: SGEN (0.06), CSX (0.03)  News After The Close: House votes on Resolution to condemn President Trump’s language. Whiting Petroleum (WLL) names Correne S. Loeffler as CFO as of August 1st. Regional Mgmt (RM) names Robert Beck as CFO effective July 22nd. Department of Justice requests that Appeals Court pause on Qualcomm (QCOM) Antitrust Ruling. Stock Repurchase: HOPE MFGP What’s Happening This Morning: Going forward the futures value reflects the change with fair value. We will still indicate the fair value direction.  U.S. futures: S&P -1, Dow Jones -2, NDX -2  and Russell 2000 -1.45 with fair values higher across the board.  Asia and Europe mixed, click through for details by country. Gold and silver lower with copper higher. WTI Crude Oil and Brent Oil Futures higher. Natural Gas is higher. $ is lower vs Euro, Pound and Yen. US 10 year Treasury price at $127.16…

Corporate Actions IPOs on deck for this week: 8 IPOs on track for this week.  Secondaries on deck for this week: GMAB IFS Notes Priced: None of note. Common Stock filings:  Mixed Shelf Offerings filed:  Convertible Offering Files:  Courtesy of IPO Financial Earnings After The Close: Beat:None of note. Flat: None of note. Missed: None of note. News After The Close: Peabody Energy (BTU) names Charles Meintjes as COO. Evolution Petroleum (EPM) names Jason Brown as CEO. What’s Happening This Morning: Going forward the futures value reflects the change with fair value. We will still indicate the fair value direction.  U.S. futures: S&P +4, Dow Jones +36, NDX +13  and Russell 2000 +4.45 with fair values higher.  Asia and Europe mixed to higher, click through for details by country. Gold, silver and copper higher. WTI Crude Oil and Brent Oil Futures higher . Natural Gas is lower. $ is lower vs Euro, higher versus Pound and higher versus the Yen. US 10 year Treasury price at $127.05 from $126.94 with yields at 2.11% from  2.127%. Prices as of 8:40 a.m. EDT. Positive Sectors On Friday: Industrials, Services and Technology. Negative Sectors On Friday: Healthcare and Utilities. One Month Winners: Technology, Services and Materials. Three…

Corporate Actions IPOs on deck for Today:  Secondaries on deck for Today: EYEN SNSS WAAS Notes Priced: None of note. Common Stock filings: MGY   Mixed Shelf Offerings filed: LULU Convertible Offering Files:  Courtesy of IPO Financial Earnings After The Close: Beat: BBBY +0.04, AIR +0.02  Flat: None of note. Missed: PSMT -0.04  News After The Close: Vishay (VSH) lowers Q2 guidance on weaker demand. Medtronic (MDT) confirms upper end of guidance. Invesco (IVZ) sees assets grow to $1.2 trillion up +3.3% Artisan Partners Asset Mgmt (APAM) sees assets rise to $113.8 billion from $106,9 billion in May. Costco (CSCO) June Comp Sales +5.4%, e-commerce +15.4% and Comp Sales in May were +4.2%and +9.7% in June of 2018. Brinker International (EAT) buys 116 franchised Chili’s, accretive to 2020. Deere & Co (DE) released June Sales and they were mixed. Dividend Increases: JBSS (special dividend of $2.40) HFBL AM FAST DAL Stock Repurchases: AEO  What’s Happening This Morning: Going forward the futures value reflects the change with fair value. We will still indicate the fair value direction. Futures just lost ground on CPI and Jobless Claims data. U.S. futures: S&P +4, Dow Jones +92, NDX +7  and Russell 2000 +3 with fair values lower.  Asia and…

Corporate Actions IPOs on deck for Today: None of note. Secondaries on deck for Today: NMFC LBRT  Notes Priced: None of note. Common Stock filings: HQY WAAS NMFC LBRT  BV Mixed Shelf Offerings filed: BV Convertible Offering Files:  Courtesy of IPO Financial Earnings After The Close: Beat:  None of note. Flat: None of note. Missed: None of note. News After The Close: Cohu (COHU) puts in place a temporary salary reduction and presents Fiscal Year 2020 model expectations. Piper Jaffray (PJC) may bid for Sandler O’Neill per the WSJ. Stock Repurchases Announced:  ADS What’s Happening This Morning: Going forward the futures value reflects the change with fair value. We will still indicate the fair value direction. U.S. futures: S&P -11.60, Dow Jones -105, NDX -38.54  and Russell 2000 -6.89 with fair values higher.  Asia lower and Europe mixed, click through for details by country. Gold, silver and copper lower. WTI Crude Oil and Brent Oil Futures higher . Natural Gas is lower. $ is higher vs Euro, Pound and Yen. US 10 year Treasury price $127.22 from $127.53 with yields at 2.067% from 2.04%. Prices as of 8:25 a.m. EDT. Positive Sectors On Monday: Utilities. Negative Sectors On Monday: Industrials, Healthcare,Technology and Financials.…

Corporate Actions IPOs on deck for Today: None of note. Secondaries on deck for Today:None of note. Notes Priced: None of note. Common Stock filings: PBR Mixed Shelf Offerings filed:  Convertible Offering Files:  Courtesy of IPO Financial Earnings After The Close: Beat:None of note. Flat:None of note. Missed:None of note. News After The Close: Baker Hughes (BHGE) Weekly Rig Count moves to 963 (-4). President Trump nominates Christopher Waller and Judy Shelton to the Federal Reserve Board of Governors. Stock Repurchases Announced: PFBC  What’s Happening This Morning: Going forward the futures value reflects the change with fair value. We will still indicate the fair value direction. U.S. futures: S&P -3.50, Dow Jones -19, NDX -9  and Russell 2000 -2.40 with fair values lower.  Asia mixed  and Europe lower, click through for details by country. Gold, silver and copper lower. WTI Crude Oil lower  and Brent Oil Futures higher. Natural Gas is higher. $ is higher vs Euro, Pound and Yen. US 10 year Treasury price $128.14  with yields at 1.96%. Prices as of 8:32 a.m. EDT. Top Sectors Wednesday:  Consumer Goods, Conglomerates, Healthcare and Utilities. Weakest Sectors Wednesday: None of note. One Month Winners: Technology, Services and Consumer Goods. Three Month Winners: Consumer…

Corporate Actions IPOs on deck for Today: None of note. Secondaries on deck for Today:None of note. Notes Priced: None of note. Common Stock filings: GEL Mixed Shelf Offerings filed: ICLK Convertible Offering Files:  Courtesy of IPO Financial Earnings After The Close: Beat:None of note. Flat:None of note. Missed:None of note. News After The Close: Pfizer (PFE) announces that Phase III Trial of Revatio in newborns with Persistent Pulomary Hypertension did not meet primary endpoints. Veracyte (VCYT) CFO Keith Kennefy takes on added role of COO as of today. Stocks finish best June since 1995. Boeing (BA) wins $390 million Navy contract. United Technologies (UTX) wins Navy contract worth $358.5 million. Oshkosh Defense (OSK) wins $320 million Army contract. The Russell 2000 reconstitution effective this morning’s open. What’s Happening This Morning: Going forward the futures value reflects the change with fair value. We will still indicate the fair value direction. U.S. futures: S&P +32, Dow Jones +258, NDX +1372  and Russell 2000 +18.60 with fair values lower.  Asia  and Europe higher, click through for details by country. Gold and silver lower with copper higher. WTI Crude Oil  and Brent Oil Futures higher. Natural Gas is lower. $ is higher vs Euro, higher vs. Pound…

Research Insight: This morning we drill down on the latest short interest data that was published yesterday morning. Short selling can impact the movement of stocks especially Mid and Small Cap stocks. Our friends at Erlanger Research do in depth research on short interest for the past twenty seven years. The Erlanger Commitment of Short Sellers (ECOS) continues to rise with 17  of 24 sectors seeing Dumb Short Sellers in control over Smart Short Sellers. This sets up for an interesting situation which Erlanger detailed yesterday. Read on and if you have questions reach out to your CAPIS salesperson. Corporate Actions IPOs on deck for This Week:  Another busy one for IPOs with 9 on deck. IPOs on deck for Today:  CHNG ADPT MORF BBIO Secondaries on deck for Today: INXN GMDA RMR Notes Priced:  Common Stock filings: MOTS BJ ZYXI Mixed Shelf Offerings filed:  Convertible Offering Files: QD Courtesy of IPO Financial Earnings After The Close: Beat: KBH +0.13, MLHR +0.10  Flat: WOR  Missed: PDCO (0.09), FUL (0.01) News After The Close: FAA finds another potential risk on the Boeing (BA) 737 Max. Will delay return to flight. Yum! Brands (YUM) names Chris Turner CFO as of August 8th,…

Corporate Actions IPOs on deck for This Week:  Another busy one for IPOs with 9 on deck. IPOs on deck for Today:  None of note. Secondaries on deck for Today: KRYS ARQL Common Stock filings: MRTX EVFM ARQL KRYS  Mixed Shelf Offerings filed: ARQL MDCO Courtesy of IPO Financial Earnings After The Close: Beat: None of note. Flat: None of note. Missed: None of note. News After The Close: Integra (IART) names new COO and CFO. Genfit (GNFT) and Terns Pharmaceutical announce $228 million partnership to develop elafibranor in Greater China. MarketAxess (MKTX) to join S&P 500. Axon (AAXN) to join S&P 400 Mid Cap. USANA Health Sciences (USNA), Mesa Laboratories (MLAB) and Xencor (XNCR) to join S&P 600 Small Cap. Lockheed Martin (LMT) wins $560 million Army contract. What’s Happening This Morning:  U.S. futures: S&P -3, Dow Jones -20, NDX -12.25  and Russell 2000 -2.70 with fair values LOWER LESSENING THE PAIN. Asia  and Europe mixed click through for details by country. Gold, silver and copper higher. WTI Crude Oil and Brent Oil Futures lower. Natural Gas is lower. $ is higher vs Euro, higher vs. Pound and lower vs. Yen. US 10 year Treasury price $128.02 from $127.75 with yields lower since Monday…

Corporate Actions IPOs on deck for This Week:  Next week another busy one for IPOs with 9 on deck. Several may trade well above their pricing. IPOs on deck for Today:  None of note. Secondaries on deck for Today:  ARE ARTL ASLN BBU BXMT FI INVH LULU  of note.    Notes Priced:   Common Stock filings: ARE BXMT INVH BBU. Mixed Shelf Offerings filed:  Convertible Offerings filed:  Senior Notes Files: Courtesy of IPO Financial Earnings After The Close: Beat: RHT +0.14 of note. Flat: KFY Missed: CGC  -0.66 of note. News After The Close: Chevron (CVX) planning to bid $15 billion for Nova Chemicals. Department of Justice sues to block Quad (QUAD) acquisition of LSC Communications (LKSD). Sealer Air (SEE) fires CFO William Stiehl for cause and names James Sullivan new CFO as of Monday. Stock Repurchase:  CPF Dividend Increase: What’s Happening This Morning:  U.S. futures: S&P -8, Dow Jones -59, NDX -36.75  and Russell 2000 -3.70 with fair values LOWER HELPING THE OPEN EX RUSSELL 2000 WHICH IS HIGHER. Asia  and Europe mixed click through for details by country. Gold higher,silver lower and copper lower. WTI Crude Oil  and Brent Oil Futures higher. Natural Gas is higher. $ is lower vs Euro,…

Corporate Actions IPOs on deck for This Week:  A busy week for IPOs with 8 on deck. Several may trade well above their pricing. IPOs on deck for Today: Stoke Therapeutics (STOK) should see opening price well above it offered price. Secondaries on deck for Today: BHVN CALA KOS KURA QUIK SESN of note.    Notes Priced:   Common Stock filings: KURA GNCA SESN Mixed Shelf Offerings filed:  Convertible Offerings filed: GPRE YY EAF of note. Senior Notes Files: Courtesy of IPO Financial Earnings After The Close: Beat: ADBE +0.05 of note. Flat:  JBL, LZB. Missed:  None of note. News After The Close: CBS Corp (CBS) may finally go after Viacom (VIAB) by week’s end. The NY Post reports potential bidders have walked away from NCR Corp (NCR). Genesse & Wyoming (GWR) reports May traffic fell by 9.9%. M/A Com Tech (MTSI) cuts 2019 guidance and announces a restructuring. Inmarsat (IMASY) wins $250 million Defense Information Systems Agency. Granite Construction (GVA) and Teichert win $275 million contract with the California Department of Transportation. Stock Repurchase:   Dividend Increase: Dividend Suspended: GPRE What’s Happening This Morning:  U.S. futures: S&P +0.50, Dow Jones +15, NDX +8  and Russell 2000 +0.60 with fair values LOWER…