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J.K.K.

June 19th, 2015

MORNING MARKET BRIEFING


Pre-Market Futures
DJIA: 18144 (+19.00) S&P 500: 2124.50 (+1.50) NASDAQ: 4543.50 (+5.50)

News

Quadruple witching today


The Shanghai Composite Index fell 6.4% overnight.
The Bank of Japan kept interest rates unchanged.
Reuters reports the European Central Bank raises emergency funding cap for Greek banks.
L Brands (LB) approves a new $250M stock buyback program.
Uphill Investment raised its bid for Integrated Silicon Solutions (ISSI) to $22/share
Mindbody (MB) prices its IPO at $14/share
Fogo de Chao (FOGO) prices its IPO at $20/share

Pre-Market Movers
AirMedia Group (AMCN) Announces receipt of preliminary non-binding Go Private offer
ConAgra Foods (CAG) Jana Partners takes a 7.2% stake
Hershey (HSY) Lowering its sales outlook, cutting 300 jobs, and booking a $100M - $120M pre-tax charge to cover

those cuts.
Healthways (HWAY) Cutting revenue forecast

Analyst Action
Company
Aerie Pharma
Amedisys
Encana
Consolidated Edison
Micron Technology
Royal Dutch Shell
Smith & Wesson
Biomarin Pharma
BP
Public Storage
Zoes Kitchen
Reynolds American
RE/MAX Holdings
XPO Logistics

Ticker
AERI
AMED
ECA
ED
MU
RDS/A
SWHC
BMRN
BP
PSA
ZOES
RAI
RMAX
XPO

Investment Firm
Canaccord Genuity
Jefferies
BMO Capital
Evercore Partners
Topeka Capital
RBC Capital
RBC Capital
Baird
RBC Capital
Cantor Fitzgerald
Piper Jaffray
Barclays
Stephens & Co.
William Blair

Action
Upgrade
Upgrade
Upgrade
Upgrade
Upgrade
Upgrade
Upgrade
Downgrade
Downgrade
Downgrade
Downgrade
Initiates Coverage
Initiates Coverage
Initiates Coverage

Earnings Central
Before the Open
Ticker
KBH

Company
KB Home

KMX

CarMax

Industry
Residential
Construction
Auto
Dealerships

EPS (Est)
$0.08

EPS (Act)
Waiting

Rev (Est)
$619.05M

Rev (Act)
Waiting

Notes

$0.86

$0.86

$4.15B

$4.01B

Total Unit
Sales up
9.3%

Open Interest Changes


Company
Express Scripts

Symbol
ESRX

Description
August 95 Call

OI Yesterday
8,307

OI Today
11,766

Powershares Agriculture
ETF
Synergy Pharmaceuticals

DBA

July 21 Call

93

2,094

SGYP

1,712

Lannett Company

LCI

January (2016) 15
Call
September 65 Call

624

1,475

B/E Aerospace

BEAV

32

2,065

Spirit Airlines

SAVE

405

2,336

January (2016) 70
Call
December 60 Call

GrubHub

GRUB

July 35 Put

452

2,392

CBS Corp.

CBS

December 52.5 Put

1,810

6,810

CBS Corp.

CBS

December 65 Call

9,924

14,856

Stillwater Mining

SWC

July 14 Put

69

3,711

China Biologic Products

CBPO

October 120 Call

69

1,075

China Biologic Products

CBPO

October 135 Call

1,005

Kirby Corporation

KEX

September 80 Call

57

2,547

Progressive Corp.

PGR

July 29 Call

28

2,645

Hilton Worldwide

HLT

July 29 Put

3,273

5,282

Hilton Worldwide

HLT

July 30 Call

8,992

14,347

Xoma Corporation

XOMA

July 4.5 Call

4,291

8,667

CMS Energy

CMS

September 35 Call

149

1,046

Fiserv Inc

FISV

July 80 Put

69

7,530

HSBC Holdings

HSBC

July 50 Put

147

3,280

Whole Foods

WFM

July (31) 39 Put

1,181

Whole Foods

WFM

July (31) 41.5 Call

1,190

ARM Holdings

ARMH

October 65 Call

5,195

8,468

Qlik Technologies

QLIK

August 37 Call

207

1,336

Rackspace Hosting

RAX

July 38 Call

34

5,533

Anheuser Busch

BUD

December 110 Put

36

895

Anheuser Busch

BUD

December 125 Call

87

938

Anheuser Busch

BUD

December 140 Call

59

909

Discover Financial

DFS

July (2) 59.5 Call

74

3,075

Precision Castparts

PCP

December 185 Put

309

1,563

Precision Castparts

PCP

December 220 Call

55

1,309

Precision Castparts

PCP

December 250 Call

48

1,310

Tim Participacoes

TSU

July 20 Call

1,701