Showing posts with label BWC. Show all posts
Showing posts with label BWC. Show all posts

Thursday, May 7, 2015

BARACHART MORNING CALL 5/7

OVERNIGHT MARKETS AND NEWS
June E-mini S&Ps (ESM15 -0.23%) this morning are down -0.54% at a 1-month low and European stocks are down -1.35% at a 2-1/2 month low amid carry-over selling from Wednesday's rout after Fed Chair Yellen said equity market valuations are high. The slide in global government bond markets continued as well after Fed Chair Yellen said that long-term rates are low and could jump when the Fed begins to raise interest rates. The German 10-year bund yield climbed to a 4-3/4 month high of .777% and the U.S. 10-year T-note yield rose to a 4-3/4 month high of 2.31%. On the positive side, Greece's ASE Stock Index is up +2.39% as bank stocks rose after the ECB boosted emergency funding to Greece's central bank. The yield on the Greek 10-year bond fell -33 bp to 10.90% after the ECB raised the cap on Emergency Liquidity Assistance to the Greek central bank by 2 billion euros to 78.9 billion euros. Asian stocks closed lower: Japan -1.23%, Hong Kong -1.27%, China -2.77%, Taiwan -1.16%, Australia -0.82%, Singapore -0.78%, South Korea -0.59%, India -0.44%. China's Shanghai Composite slid to a 3-week low after Morgan Stanley downgraded Chinese stocks for the first time in 7 years to 'Equalweight' from 'Overweight,' citing the weakest corporate profits since 2009.
Commodity prices are mixed. Jun crude oil (CLM15 +0.13%) is down -0.03% and Jun gasoline (RBM15 -0.27%) is down -0.39%. Metals prices are mixed. Jun gold (GCM15 -0.42%) is down -0.60%. Jul copper (HGN15 +0.12%) is up +0.29%. Agriculture prices are mixed.
The dollar index (DXY00 +0.10%) is up +0.02%. EUR/USD (^EURUSD) is down -0.15%. USD/JPY (^USDJPY) is down -0.28%.

Jun T-note prices (ZNM15 +0.11%) are down -5.5 ticks at a 1-3/4 month low on negative carry-over from a slide in global bond markets. The yield on the 10-year Germany bund jumped to a 4-3/4 month high on .777% and has surged over 60 bp in the past week.
According to two officials who spoke on conditions of anonymity, ECB officials want progress at Monday's meeting of Eurozone finance ministers with Greece in reaching an agreement with international creditors or they will consider tightening Greek banks' access to emergency liquidity. One official said that are prepared to raise haircuts, the discounts imposed on collateral pledged by Greek banks in return for funding, to levels seen last year.
U.S. STOCK PREVIEW
Key U.S. reports today include: (1) Apr Challenger job cuts (Mar was +6.4% y/y), (2) weekly initial unemployment claims (expected +16,000 to 278,000 after last week's -34,000 to 262,000) and continuing claims (expected +17,000 to 2.270 million after last week's -74,000 to 2.253 million), and (3) Mar consumer credit (expected +$15.800 billion after Feb's +$15.516 billion).
There are 17 of the S&P 500 companies that report earnings today with notable reports including: Priceline (consensus $7.74), NVIDIA (0.34), CA (0.50), Monster Beverage (0.68), CBS (0.75), Molson Coors Brewing (0.68).
U.S. IPO's scheduled to price today include: International Market Centers (IMC), Bojangles Inc (BOJA), Anterios (ANTE), NephroGenex (NRX), Hemishere Media Group (HMTV), Aldeyra Therapeutics (ALDX).
Equity conferences during the remainder of this week include: Baird Growth Stock Conference on Tue-Thu, Deutsche Bank Health Care Conference on Wed-Thu, ICI General Membership Meeting on Wed-Thu, Citi Car of the Future Conference on Thu, Mitsubishi UFJ Securities Oil & Gas Conference on Thu, and RBC Capital Markets Mobile & Cloud Networking Investor Day on Thu.
OVERNIGHT U.S. STOCK MOVERS
Sunoco (SXL -0.85%) reported a Q1 EPS loss with items of -10 cents, much weaker than consensus of 40 cents.
Children's Place (PLCE +7.78%) was upgraded to 'Neutral' from 'Sell' at Goldman Sachs.
Energy Transfer Equity (ETE -1.90%) reported Q1 EPS of 52 cents, well below consensus of 70 cents.
General Cable (BGC -0.92%) reported Q1 adjusted EPS of 35 cents, much better than consensus for a -13 cent loss.
Babcock & Wilcox (BWC +0.44%) reported Q1 adjusted EPS of 47 cents, higher than consensus of 43 cents.
Transocean (RIG +0.05%) reported Q1 adjusted EPS of $1.10, well above consensus of 60 cents.
Chesapeake Energy (CHK -7.19%) was downgraded to 'Neutral' from 'Buy' at SunTrust.
Pioneer Natural Resources (PXD -1.93%) was upgraded to 'Buy' from 'Neutral' at SunTrust with a price target of $190.
Tesla (TSLA -1.08%) rose nearly 2% in pre-market trading after it reported a Q1 EPS loss of -36 cents, a smaller loss than consensus of-50 cents.
Activision Blizzard (ATVI +2.16%) reported Q1 EPS of 16 cents, more than double consensus of 7 cents.
Prudential (PRU +0.36%) reported Q1 adjusted EPS of $2.79, well above consensus of $2.38.
MetLife (MET -0.63%) reported Q1 operating EPS of $1.44, above consensus of $1.41, but Q1 operating revenue of $17.03 billion was less than consensus of $17.53 billion.
Whole Foods Market (WFM +0.40%) slid 12% in after-hours trading after it reported Q2 EPS of 44 cents, higher than consensus of 43 cents, although Q2 revenue of $3.65 billion was below consensus of $3.70 billion.
21st Century Fox (FOXA -0.71%) reported Q3 EPS of 47 cents, above consensus of 39 cents.
Keurig Green Mountain (GMCR -1.75%) fell 12% in after-hours trading after it reported Q2 EPS of $1.03, below consensus of $1.05.
MARKET COMMENTS
June E-mini S&Ps (ESM15 -0.23%) this morning are down -11.25 points (-0.54%) at a new 1-month low. Wednesday's closes: S&P 500 -0.45%, Dow Jones -0.48%, Nasdaq -0.67%. The S&P 500 on Wednesday sold off to a 1-month low on the weaker than expected +169,000 increase in the ADP employment report and Fed Chair Yellen's comment that stock market valuations are "quite high" and could be a potential source of financial instability.
Jun 10-year T-notes (ZNM15 +0.11%) this morning are down -5.5 ticks to a new 1-3/4 month low. Wednesday's closes: TYM5 -10.50, FVM5 -4.50. Jun T-notes on Wednesday fell to a 1-3/4 month low on carry-over weakness from the plunge in German bund prices to a 4-month low and on Fed Chair Yellen's comment that long-term interest rates are low and could jump when they Fed begins to raise interest rates.
The dollar index (DXY00 +0.10%) this morning is up +0.019 (+0.02%). EUR/USD (^EURUSD) is down -0.0017 (-0.15%). USD/JPY (^USDJPY) is down -0.33 (-0.28%). Wednesday's closes: Dollar Index -0.989 (-1.04%), EUR/USD +0.0162 (+1.45%), USD/JPY -0.388 (-0.32%). The dollar index on Wednesday fell sharply to a 2-1/2 month low on the weaker-than-expected Apr ADP employment report, which may delay a Fed rate hike. Meanwhile, EUR/USD climbed to a 2-1/4 month high after the Eurozone Apr Markit composite PMI was revised higher by +0.4 to 53.9.
Jun WTI crude oil (CLM15 +0.13%) this morning is down -2 cents (-0.03%) and Jun gasoline (RBM15 -0.27%) is down -0.0079 (-0.39%). Wednesday's closes: CLM5 +0.53 (+0.88%), RBM5 -0.0380 (-1.84%). Jun crude oil and gasoline prices on Wednesday settled mixed with Jun crude at a 4-3/4 month high. Crude oil prices were boosted by the unexpected -3.88 million bbl decline in EIA crude inventories, the first decline in 17 weeks. In addition, U.S. crude oil production fell by -4,000 bpd, which was the third decline in the past four weeks. Gasoline closed lower after news that U.S. fuel consumption fell to an 11-month low of 18.196 million bpd.
GLOBAL EVENT CALENDAR05/07/2015
US0730 ETApr Challenger job cuts, Mar +6.4% y/y.
0830 ETWeekly initial unemployment claims expected +17,000 to 279,000, previous -34,000 to 262,000. Weekly continuing claims expected +17,000 to 2.270 million, previous -74,000 to 2.253 million.
0830 ETUSDA weekly Export Sales.
1500 ETMar consumer credit expected +$15.800 billion, Feb +$15.516 billion.
GER0200 ETGerman Mar factory orders expected +1.5% m/m and +1.9% y/y, Feb -0.9% m/m and -1.3% y/y.
0330 ETGerman Apr Markit construction PMI, Mar 53.3.
UK0400 ETUK Apr new car registrations, Mar +6.0% y/y.
n/aUK general election.
CHIn/aChina Apr trade balance expected +$39.60 billion, Mar +$3.08 billion. Apr exports expected +1.9% y/y, Mar 15.0% y/y. Apr imports expected -12.2% y/y, Mar -12.7% y/y.
U.S. STOCK CALENDAR05/07/2015
CompanyTickerTimeEvent DescriptionPeriodEstimate
Becton Dickinson and CoBDX USBef-mktQ2 2015 Earnings ReleaseQ2 20151.535
PPL CorpPPL USBef-mktQ1 2015 Earnings ReleaseQ1 20150.684
Molson Coors Brewing CoTAP USBef-mktQ1 2015 Earnings ReleaseQ1 20150.449
Sigma-Aldrich CorpSIAL USBef-mktQ1 2015 Earnings ReleaseQ1 20151.08
Regeneron Pharmaceuticals IncREGN USBef-mktQ1 2015 Earnings ReleaseQ1 20152.682
Ameren CorpAEE USBef-mktQ1 2015 Earnings ReleaseQ1 20150.369
Teradata CorpTDC USBef-mktQ1 2015 Earnings ReleaseQ1 20150.418
Scripps Networks Interactive IncSNI USBef-mktQ1 2015 Earnings ReleaseQ1 20150.919
Priceline Group Inc/ThePCLN US7:00Q1 2015 Earnings ReleaseQ1 20157.742
L Brands IncLB US7:30April 2015 Sales and Revenue Call2015
Priceline Group Inc/ThePCLN US7:30Q1 2015 Earnings CallQ1 2015
Apache CorpAPA US8:00Q1 2015 Earnings ReleaseQ1 2015-0.595
Becton Dickinson and CoBDX US8:00Q2 2015 Earnings CallQ2 2015
United Parcel Service IncUPS US8:00Annual General Meeting
DTE Energy CoDTE US8:00Annual General MeetingY 2015
MetLife IncMET US8:00Q1 2015 Earnings CallQ1 2015
PPL CorpPPL US8:30Q1 2015 Earnings CallQ1 2015
Regeneron Pharmaceuticals IncREGN US8:30Q1 2015 Earnings CallQ1 2015
E*TRADE Financial CorpETFC US8:30Annual General MeetingY 2015
Teradata CorpTDC US8:30Q1 2015 Earnings CallQ1 2015
CVS Health CorpCVS US9:00Annual General MeetingY 2015
Tesoro CorpTSO US9:00Annual General MeetingY 2015
Marathon Oil CorpMRO US9:00Q1 2015 Earnings CallQ1 2015
CF Industries Holdings IncCF US9:00Q1 2015 Earnings CallQ1 2015
Verizon Communications IncVZ US9:30Annual General Meeting
St Jude Medical IncSTJ US9:30Annual General Meeting
Transocean LtdRIG US9:30Q1 2015 Earnings CallQ1 2015
Duke Energy CorpDUK US10:00Annual General MeetingY 2015
Ecolab IncECL US10:00Annual General MeetingY 2015
Kimco Realty CorpKIM US10:00Q1 2015 Earnings CallQ1 2015
Ameren CorpAEE US10:00Q1 2015 Earnings CallQ1 2015
Scripps Networks Interactive IncSNI US10:00Q1 2015 Earnings CallQ1 2015
Archer-Daniels-Midland CoADM US11:00Annual General Meeting
Wisconsin Energy CorpWEC US11:00Annual General Meeting
Molson Coors Brewing CoTAP US11:00Q1 2015 Earnings CallQ1 2015
Prudential Financial IncPRU US11:00Q1 2015 Earnings CallQ1 2015
Eastman Chemical CoEMN US11:30Annual General MeetingY 2015
Molson Coors Brewing CoTAP US13:00Q1 2015 Earnings Call - Follow-up SessionC1 2015
Essex Property Trust IncESS US13:00Q1 2015 Earnings CallQ1 2015
Apache CorpAPA US14:00Q1 2015 Earnings CallQ1 2015
Danaher CorpDHR US15:00Annual General MeetingY 2015
NVIDIA CorpNVDA US16:20Q1 2016 Earnings ReleaseQ1 20160.335
Cerner CorpCERN US16:30Q1 2015 Earnings CallQ1 2015
CBS CorpCBS US16:30Q1 2015 Earnings CallQ1 2015
Microchip Technology IncMCHP US16:30Q4 2015 Earnings CallC1 2015
CA IncCA US17:00Q4 2015 Earnings CallQ4 2015
Monster Beverage CorpMNST US17:00Q1 2015 Earnings CallQ1 2015
NVIDIA CorpNVDA US17:00Q1 2016 Earnings CallQ1 2016
CA IncCA USAft-mktQ4 2015 Earnings ReleaseQ4 20150.498
Cerner CorpCERN USAft-mktQ1 2015 Earnings ReleaseQ1 20150.449
Mohawk Industries IncMHK USAft-mktQ1 2015 Earnings ReleaseQ1 20151.602
Monster Beverage CorpMNST USAft-mktQ1 2015 Earnings ReleaseQ1 20150.684
CBS CorpCBS USAft-mktQ1 2015 Earnings ReleaseQ1 20150.75
Microchip Technology IncMCHP USAft-mktQ4 2015 Earnings ReleaseQ4 20150.666
Corning IncGLW USInvestor MeetingY 2015
Dover CorpDOV USAnnual General Meeting
Kansas City SouthernKSU USAnnual General Meeting
L Brands IncLB USApril 2015 Sales and Revenue Release2015
Tenet Healthcare CorpTHC USAnnual General Meeting
Health Care REIT IncHCN USAnnual General Meeting
CH Robinson Worldwide IncCHRW USAnnual General Meeting
Reynolds American IncRAI USAnnual General Meeting
Assurant IncAIZ USAnnual General Meeting
NRG Energy IncNRG USAnnual General Meeting
Kinder Morgan Inc/DEKMI USAnnual General Meeting

Thursday, February 26, 2015

BARCHART MORNING CALL 2/26

BARCHART MORNING CALL
OVERNIGHT MARKETS AND NEWS
March E-mini S&Ps (ESH15 +0.13%) this morning are up +0.19% and European stocks are up +0.39% as global stock and bond markets continue their rallies to record highs after Fed Chair Yellen this week dampened concern of an imminent interest rate increase and ahead of the ECB's QE program that begins next month. 10-year government bond yields of 9 Eurozone nations fell to record lows today, including Germany where the 10-year bund yield fell to an all-time low of 0.288%. Asian stocks closed mixed: Japan +1.08%, Hong Kong +0.50%, China +2.52%, Taiwan -0.80%, Australia -0.61%, Singapore -0.43%, South Korea -0.01%, India -0.90%. Japan's Nikkei Stock Index posted a 14-3/4 year high and China's Shanghai Stock Index rose to a 4-week high on speculation the government will boost stimulus to spur economic growth. Chinese Premier Li Keqiang called for more active fiscal policy while a government publication said the PBOC should cut bank's required reserve ratios further to deal with deflation risks. Commodity prices are mixed. Apr crude oil (CLJ15 -1.20%) is down -1.51% and Apr gasoline (RBJ15 +0.31%) is up +0.05%. Apr gold (GCJ15 +1.35%) is up +1.26%. Mar copper (HGH15 +2.14%) is up +2.50% at a 1-1/2 month high on speculation China may boost stimulus to revive growth, which would spur copper demand. Agriculture prices are mixed. The dollar index (DXY00 +0.13%) is up +0.03%. EUR/USD (^EURUSD) is down -0.10%. USD/JPY (^USDJPY) is down -0.08%. Mar T-note prices (ZNH15 +0.15%) are up +5.5 ticks at a 2-week high.
Eurozone Feb economic confidence rose +0.7 to 102.1, stronger than expectations of +0.8 to 102.0 and the highest in 7 months. The Feb business climate indicator unexpectedly fell -0.05 to 0.07, weaker than expectations of +0.07 to 0.23.
Eurozone Jan M3 money supply rose +4.1% y/y, stronger than expectations of +3.7% y/y and the fastest pace of growth in 5-3/4 years. The Jan M3 money supply 3-month average was +3.6%, stronger than expectations of +3.4%.
The German Mar GfK consumer confidence rose +0.4 to 9.7, stronger than expectations of +0.2 to 9.5 and the highest since the data series began in 2005.
German Feb unemployment fell -20,000, double expectations of -10,000. The Feb unemployment rate remained unchanged at 6.5%, right on expectations and the lowest since employment data for a unified Germany began in 1991.
U.S. STOCK PREVIEW
Today’s initial claims report is expected to show an increase of +7,000 to 290,000 following last week’s decline of -21,000 to 283,000. Meanwhile, today’s continuing claims report is expected to show a -30,000 drop to 2.395 million following last week’s +58,000 increase to 2.425 million. Today’s Jan CPI report is expected to fall to -0.1% y/y from +0.8% y/y in December, thus falling into deflationary territory. Excluding food and energy, today’s Jan core CPI is expected to be unchanged from Dec at +1.6% y/y, which is only mildly below the Fed’s inflation target of +2.0%. Today’s Jan durable goods orders report is expected to show an increase of +1.6% and +0.5% ex-transportation, recovering from the weak December report of -3.3% and -0.8% ex-transportation. Today’s Dec Federal Home Financing Agency (FHFA) house price index is expected to show a solid increase of +0.5% m/m, adding to the +0.8% increase seen in November. The Treasury today will conclude this week’s $103 billion T-note package by selling $29 billion of 7-year T-notes.
There are 12 of the S&P 500 companies that report earnings today with notable reports including: GAP (consensus $0.74), Kohl's (1.80), Ross Stores (1.11), Sempra Energy (1.08), Autodesk (0.24). Equity conferences during the remainder of this week include: Bank of America Merrill Lynch Global Agriculture Conference on Wed-Thu, Auerbach Grayson & Morgan Stanley's Inaugural Frontier Markets Conference on Thu, Gabelli & Company Pump, Valve & Water Systems Symposium on Thu, Gabelli & Company Inaugural Waste & Environmental Services Symposium on Fri.
OVERNIGHT U.S. STOCK MOVERS
Kohl's (KSS +1.33%) reported Q4 EPS of $1.83, better than consensus of $1.80.
Carter's (CRI +1.34%) reported Q4 adjusted EPS of $1.32, stronger than consensus of $1.27.
State Street (STT -1.66%) was downgraded to 'Neutral' from 'Outperform' at Credit Suisse.
Southwest Gas (SWX -0.90%) reported Q4 EPS of $1.26, higher than consensus of $1.24.
Chemtura (CHMT -1.06%) reported Q4 adjusted EPS of 10 cents, better than consensus of 7 cents.
Babcock & Wilcox (BWC -1.70%) reported Q4 adjusted EPS of 64 cents, well above consensus of 44 cents.
DryShips (DRYS +4.08%) reported Q4 EPS of 2 cents, well below consensus of 4 cents.
Yelp (YELP -0.30%) gained 2% in after-hours trading after it was initiated with an 'Overweight' at Morgan Stanley with a price target of $62.
LinkedIn (LNKD +1.79%) was initiated with an 'Overweight' at Morgan Stanley with a price target of $310.
Sprouts Farmers Markets (SFM +1.23%) reported Q4 adjusted EPS of 12 cents, above consensus of 9 cents.
Avago (AVGO -0.44%) rose over 5% in after-hours trading after it reported Q1 EPS of $2.09, higher than consensus of $1.94, and then said it will acquire Emulex ELX for $8 per share in an all-cash transaction valued at approximately $606 million.
L Brands (LB +1.03%) fell nearly 2% in after-hours trading after it reported Q4 EPS of $1.89, better than consensus of $1.80, but then lowered guidance on fiscal 2015 EPS to $3.45-$3.65, below consensus of $3.83.
Salesforce.com (CRM +1.52%) reported Q4 EPS of 14 cents, right on consensus.
Whiting Petroleum (WLL +0.57%) reported Q4 adjusted EPS of 44 cents, weaker than consensus of 49 cents.
AmSurg (AMSG -0.42%) reported Q4 adjusted EPS of 77 cents, above consensus of 73 cents, and then raised guidance on fiscal 2015 revenue to $2.44 billion-$2.47 billion, higher than consensus of $2.39 billion.
MARKET COMMENTS
Mar E-mini S&Ps (ESH15 +0.13%) this morning are up +4.00 points (+0.19%). The S&P 500 index on Wednesday posted a record high, but fell back on profit-taking and closed lower: S&P 500 -0.08%, Dow Jones +0.08%, Nasdaq -0.23%. Bullish factors included (1) reduced Chinese growth concerns after the China Feb HSBC flash manufacturing PMI unexpectedly rose +0.4 to 50.1, stronger than expectations of -0.2 to 49.5, and (2) the -0.2% decline in U.S. Jan new home sales to 481,000, stronger than expectations of -2.3% to 470,000.
Mar 10-year T-notes (ZNH15 +0.15%) this morning are up +5.5 ticks at a 2-week high. Mar 10-year T-note futures prices on Wednesday rose to a 2-week high and closed higher. Closes: TYH5 +1.00, FVH5 -0.75. Bullish factors included (1) carry-over support from Tuesday's comments from Fed Chair Yellen who said the Fed will be “patient” on when to raise interest rates and that an increase is unlikely for “at least the next couple” of FOMC meetings, and (2) strong foreign demand for the Treasury's $35 billion auction of 5-year T-notes in which indirect bidders, a proxy for foreign buying, purchased 60.1% of the auction, well above the 12-auction average of 52.9%.
The dollar index (DXY00 +0.13%) this morning is up +0.029 (+0.03%). EUR/USD (^EURUSD) is down -0.0011 (-0.10%). USD/JPY (^USDJPY) is down -0.09 (-0.08%). The dollar index on Wednesday closed lower: Dollar index -0.280 (-0.30%), EUR/USD +0.00214 (+0.19%), USD/JPY -0.108 (-0.09%). Bearish factors included (1) negative carry-over from Tuesday's comments by Fed Chair Yellen that signaled the Fed is in no hurry to raise interest rates, and (2) strength in GBP/USD which climbed to a 1-3/4 month high after BOE policy maker Weale said interest rate may need to rise earlier than markets expect.
Apr WTI crude oil (CLJ15 -1.20%) this morning is down -77 cents (-1.51%) and Apr gasoline (RBJ15 +0.31%) is up +0.0010 (+0.05%). Apr crude and Apr gasoline prices on Wednesday closed higher: CLJ5 +1.71 (+3.47%), RBJ5 +0.1026 (+5.63%). Apr crude recovered from a 3-week low and Apr gasoline posted a 2-1/2 month high on bullish factors that included (1) the weaker dollar, (2) the -3.1 million bbl decline in weekly EIA gasoline supplies, more than expectations of a -2.0 million bbl draw, and (3) the -2.7 million bbl drop in weekly EIA distillate inventories to a 2-month low of 124.7 million bbl. Bearish factors included (1) the +8.4 million bbl increase in weekly EIA crude inventories to a record 434.1 million bbl (EIA data since 1982), more than double expectations of a +4.0 million bbl build, and (2) the +2.4 million bbl increase in crude supplies at Cushing, OK, the delivery point of WTI futures, to a 1-1/2 year high of 48.68 million bbl.
GLOBAL EVENT CALENDAR02/26/2015
US0830 ETWeekly initial unemployment claims expected +7,000 to 290,000, previous -21,000 to 283,000. Weekly continuing claims expected -30,000 to 2.395 million, previous +58,000 to 2.425 million.
0830 ETJan CPI expected -0.6% m/m and -0.1% y/y, Dec -0.4% m/m and +0.8% y/y. Jan CPI ex food & energy expected +0.1% m/m and +1.6% y/y, Dec unch and +1.6% y/y.
0830 ETJan durable goods orders expected +1.6% and +0.5% ex transportation, Dec -3.3% and -0.8% ex transportation. Jan capital goods orders non-defense ex-aircraft expected +0.3%, Dec -0.1%.
0830 ETUSDA weekly Export Sales.
0900 ETDec FHFA house price index expected +0.5% m/m, Nov +0.8% m/m. Q4 FHFA house price purchase index, Q3 +0.90% q/q.
1100 ETFeb Kansas City Fed manufacturing activity expected unch at 3, Jan -5 to 3.
1300 ETTreasury auctions $29 billion 7-year T-notes.
1300 ETAtlanta Fed President Dennis Lockhart speaks on the U.S. economic outlook and monetary policy at the Atlanta Feds 2015 Banking Outlook Conference.
GER0200 ETGerman Mar GfK consumer confidence expected +0.2 to 9.5, Feb 9.3.
0355 ETGerman Feb unemployment change expected -10,000, Jan -9,000. Feb unemployment rate expected unch at 6.5%.
EUR0400 ETEurozone Jan M3 money supply expected +3.7% y/y and +3.4% 3-mon avg, Dec +3.6% y/y and +3.1% 3-mon avg.
0500 ETEurozone Feb business climate indicator expected +0.07 to 0.23, Jan 0.16. Feb economic confidence expected +0.8 to 102.0, Jan 101.2.
0500 ETRevised Eurozone Feb consumer confidence, previous +1.8 to -6.7.
UK0430 ETRevised UK Q4 GDP, previous +0.5% q/q and +2.7% y/y.
0430 ETUK Dec index of services expected +0.4% m/m and +0.8% 3-mo/3-mo, Nov +0.1% m/m and +0.8% 3-mo/3-mo.
1905 ETUK Feb GfK consumer confidence expected +1 to 2, Jan 1.
JPN1830 ETJapan Jan jobless rate expected unch at 3.4%. Jan job-to-applicant ratio expected unch at 1.15.
1830 ETJapan Jan overall household spending expected -4.1% y/y, Dec -3.4% y/y.
1830 ETJapan Jan national CPI expected +2.4% y/y, Dec +2.4% y/y. Jan national CPI ex-fresh food expected +2.3% y/y, Dec +2.5% y/y. Jan national CPI ex food & energy expected +2.1% y/y, Dec +2.1% y/y.
1830 ETJapan Feb Tokyo CPI expected +2.2% y/y, Jan +2.3% y/y. Feb Tokyo CPI ex-fresh food expected +2.2% y/y, Jan +2.2% y/y. Feb Tokyo CPI ex food & energy expected +1.7% y/y, Jan +1.7% y/y.
1850 ETJapan Jan industrial production expected +2.7% m/m and -3.1% y/y, Dec +0.8% m/m and +0.1% y/y.
1850 ETJapan Jan retail sales expected -0.4% m/m and -1.2% y/y, Dec -0.4% m/m and +0.1% y/y.
2300 ETJapan Jan vehicle production, Dec -2.5% y/y.
U.S. STOCK CALENDAR02/26/2015
CompanyTickerTimeEvent DescriptionPeriodEstimate
Ensco PLCESV USBef-mktQ4 2014 Earnings ReleaseQ4 20141.367
AES Corp/VAAES USBef-mktQ4 2014 Earnings ReleaseQ4 20140.363
CenterPoint Energy IncCNP USBef-mktQ4 2014 Earnings ReleaseQ4 20140.259
Kohl's CorpKSS US7:00Q4 2015 Earnings ReleaseQ4 20151.802
Kohl's CorpKSS US8:30Q4 2015 Earnings CallQ4 2015
AES Corp/VAAES US9:00Q4 2014 Earnings CallQ4 2014
Sempra EnergySRE US9:00Q4 2014 Earnings ReleaseQ4 20141.082
International Business Machines CorpIBM US9:00Investor Meeting
L Brands IncLB US9:00Q4 2015 Earnings CallC4 2015
L Brands IncLB US9:00Q4 2015 Earnings CallQ4 2015
Transocean LtdRIG US9:30Q4 2014 Earnings CallQ4 2014
Ensco PLCESV US11:00Q4 2014 Earnings CallQ4 2014
CenterPoint Energy IncCNP US11:30Q4 2014 Earnings CallQ4 2014
Sempra EnergySRE US13:00Q4 2014 Earnings CallQ4 2014
Ross Stores IncROST US16:00Q4 2015 Earnings ReleaseQ4 20151.109
Gap Inc/TheGPS US16:00Q4 2015 Earnings ReleaseQ4 20150.738
Ross Stores IncROST US16:15Q4 2015 Earnings CallQ4 2015
Monster Beverage CorpMNST USAft-mktQ4 2014 Earnings ReleaseQ4 20140.589
Southwestern Energy CoSWN USAft-mktQ4 2014 Earnings ReleaseQ4 20140.5
Universal Health Services IncUHS USAft-mktQ4 2014 Earnings ReleaseQ4 20141.492
Autodesk IncADSK USAft-mktQ4 2015 Earnings ReleaseQ4 20150.244
Equifax IncEFX USInvestor MeetingY 2015
Integrys Energy Group IncTEG USQ4 2014 Earnings ReleaseQ4 20140.77

Thursday, August 7, 2014

BARCHART MORNING CALL

OVERNIGHT MARKETS AND NEWS
September E-mini S&Ps (ESU14 +0.21%) this morning are up +0.16% as Q2 stock earnings results continue to surprise on the upside, while European stocks are down -0.36% after German industrial output rose less than expected along with concern the Ukraine conflict and sanctions against Russia will undermine the European economy. Russia's Micex Stock Index tumbled to a 3-month low as retailers plunged on concern a ban on food imports from sanctioned countries will cut earnings after Russian President Putin ordered restrictions on food and agricultural imports for one year from countries that have imposed or supported sanctions against Russia. Limiting losses in European stocks is the fall in the 10-year German bund yield to a record low 1.078% ahead of today's ECB meeting. Asian stocks closed mostly lower: Japan +0.48%, Hong Kong -0.80%, China -1.51%, Taiwan -0.14%, Australia -0.05%, Singapore -0.18%, South Korea -0.36%, India -0.30%. Commodity prices are mostly lower. Sep crude oil (CLU14 -0.02%) is down -0.33% at a fresh 6-month low. Sep gasoline (RBU14 +0.07%) is down -0.11%. Dec gold (GCZ14 -0.05%) is down -0.09%. Sep copper (HGU14 +0.16%) is up +0.14%. Agriculture and livestock prices are mostly lower with Oct lean hogs down -0.71% at a 3-1/2 month low. The dollar index (DXY00 +0.02%) is up +0.05%. EUR/USD (^EURUSD) is down -0.06%. USD/JPY (^USDJPY) is up +0.20%. Sep T-note prices (ZNU14 +0.16%) are up +4.5 ticks on positive carry-over from a rally in German bunds.
German Jun industrial production rose +0.3% m/m and unexpectedly fell -0.5% y/y, weaker than expectations of +1.2% m/m and +0.3% y/y with the -0.5% y/y drop the largest annual decline in 11 months.
As expected, the BOE maintained its benchmark rate at 0.50% and kept its asset purchase target at 375 billion pounds.
U.S. STOCK PREVIEW
Today’s U.S. weekly unemployment claims report should continue to show a slowly-improving layoff picture. Today’s initial unemployment claims report is expected to show a slight +3,000 increase to 305,000 after last week’s +23,000 gain to 302,000.  Today’s June U.S. consumer credit report is expected to show another strong increase of +$18.700 billion, close to May’s increase of +$19.602 billion.
There are 17 of the S&P 500 companies that report earnings today with notable reports including: Mylan (consensus $0.72), AES Corp. (0.28), Wendy's (0.10), InterContinentalExchange (2.02), Scripps Networks (1.13), Duke Energy (0.98). Equity conferences for the remainder of this week include: Black Hat USA 2014 on Wed-Thu and Needham Advanced Industrial Technologies Conference on Thu.
OVERNIGHT U.S. STOCK MOVERS
Duke Energy (DUK -1.61%) reported Q2 EPS of $1.11, well above consensus of 98 cents.
Carnival Corp. (CCL +0.69%) rose nearly 3% in pre-market trading after BOA/Merril upgraded the stock to 'Buy' from 'Neutral.'
Aetna (AET -0.18%) was downgraded to 'Neutral' from 'Buy' at Goldman Sachs.
Esterline (ESL +0.14%) was upgraded to 'Buy' from 'Neutral' at Goldman Sachs who also raised their price target on the stock to $140 from $111.
Energy Transfer Partners (ETP -1.49%) reported Q2 EPS of 79 cents, higher than consensus of 64 cents.
Babcock & Wilcox (BWC -0.35%) sank over 12% in after-hours trading after it reported Q2 adjusted EPS of 44 cents, lower than consensus of 49 cents, and then lowered guidance on fiscal 2014 EPS view to $1.70-$1.85 from $2.00-$2.20, below consensus of $2.12.
Transocean (RIG -1.09%) rose over 2% in after-hours trading after it reported Q2 adjusted EPS of $1.61, well ahead of consensus of $1.12.
CF Industries (CF +1.36%) reported Q2 EPS of $6.10, well below consensus of $6.71.
Envision Healthcare (EVHC -0.62%) reported Q2 adjusted EPS of 28 cents, better than consensus of 25 cents, and then raised guidance on 2014 adjusted EPS view to $1.15-$1.20 from $1.10-$1.15, higher than consensus of $1.13.
CenturyLink (CTL -1.32%) rallied nearly 3% in after-hours trading after it reported Q2 adjusted EPS of 72 cents, higher than consensus of 64 cents.
Prudential (PRU +0.96%) reported Q2 EPS of $2.49, stronger than consensus of $2.35.
21st Century Fox (FOXA +3.29%) climbed over 2% in after-hours trading after it reported Q4 EPS of 42 cents, higher than consensus of 38 cents.
Symantec (SYMC -0.79%) reported Q1 EPS of 45 cents, better than consensus of 42 cents.
Keurig Green Mountain (GMCR +0.33%) fell over 2% in after-hours trading after it reported Q3 EPS of 99 cents, above consensus of 88 cents, and then raised guidance on fiscal 2014 EPS outlook to $3.71-$3.78 from $3.63-$3.73, although that is still below consensus of $3.78.
MARKET COMMENTS
Sep E-mini S&Ps (ESU14 +0.21%) this morning are up +3.00 points (+0.16%). The S&P 500 index on Wednesday opened lower at a 2-1/4 month low on geopolitical concerns after NATO said there's a risk of Russia sending troops into Ukraine under the "pretext" of a humanitarian or peacekeeping mission. Stock prices recovered, however, and closed little changed: S&P 500 unch, Dow Jones +0.08%, Nasdaq -0.02%. Bullish factors included (1) the U.S. Jun trade balance that unexpectedly narrowed to a -$41.5 billion deficit, better than expectations of an increase to a -$44.8 billion deficit and the smallest deficit in 5 months, which is positive for GDP growth, and (2) positive Q2 company earnings results as 75% of companies in the S&P 500 that have reported earnings thus far have beaten profit estimates.
Sep 10-year T-notes (ZNU14 +0.16%) this morning are up +4.5 ticks. Sep 10-year T-note futures prices on Wednesday climbed to a 2-month high on increased safe-haven demand after NATO said that there's a risk that Russia will invade Ukraine. Another positive was the Treasury's announcement that it will auction $67 billion of T-notes and bonds in next week's quarterly refunding, -$2 billion less than the prior refunding. T-notes came off of their best levels after the S&P 500 recovered from a 2-1/4 month low and. Closes: TYU4 +3.50, FVU4 +2.50.
The dollar index (DXY00 +0.02%) this morning is up +0.039 (+0.05%). EUR/USD (^EURUSD) is down -0.0008 (-0.06%) and USD/JPY (^USDJPY) is UP +0.20 (+0.20%). The dollar index on Wednesday posted a 10-3/4 month high on increased safe-haven demand over concern Russia may soon invade Ukraine. EUR/USD fell to an 8-3/4 month low on concern over the European economy after German factory orders unexpectedly fell -3.2% m/m, the largest monthly decline in 2-3/4 years, and after Italy Q2 GDP fell -0.2% q/q, which puts it into recession. EUR/USD recovered its losses and closed higher ahead of Thursday's ECB meeting. Closes: Dollar index +0.116 (+0.14%), EUR/USD +0.00067 (+0.05%), USD/JPY -0.494 (-0.48%).
Sep WTI crude oil (CLU14 -0.02%) this morning is down -32 cents (-0.33%) at a fresh 6-month low and Sep gasoline (RBU14 +0.07%) is down -0.0031 (-0.11%). Sep crude and gasoline prices on Wednesday settled mixed: CLU4 -0.46 (-0.47%), RBU4 +0.0270 (+0.99%). Crude oil fell back after the dollar index strengthened to a 10-3/4 month high and after crude supplies at Cushing, OK, the delivery point for WTI futures, rose +83,000 bbl, their first increase in a month. Gasoline closed higher after weekly EIA gasoline stockpiles unexpectedly plunged -4.387 million bbl, more than expectations for no change.
GLOBAL EVENT CALENDAR08/07/2014
US0830 ETWeekly initial unemployment claims expected +3,000 to 305,000, previous +23,000 to 302,000. Weekly continuing claims expected -27,000 to 2.512 million, previous +31,000 to 2.539 million.
0830 ETUSDA weekly Export Sales.
1500 ETJun consumer credit expected +$18.700 billion, May +$19.602 billion.
GER0200 ETGerman Jun industrial production expected +1.2% m/m and +0.3% y/y, May -1.8% m/m and +1.3% y/y.
UK0700 ETBOE announces interest rate decision and asset purchase target, expected no change to the 0.50% benchmark rate or to the 375 billion pound asset purchase target.
EUR0745 ETECB announces interest rate decision.
0830 ETECB President Mario Draghi speaks at monthly press conference following ECB meeting.
CHIn/aChina Jul trade balance expected +$26.00 billion, Jun +$31.56 billion. Jul exports expected +7.3% y/y, Jun +7.2% y/y. Jul imports expected +3.0% y/y, Jun +5.5% y/y.
U.S. STOCK CALENDAR08/07/2014
Company NameTickerTimeEvent DescriptionPeriodEstimate
Brinker International IncEAT USBef-mktQ4 2014 Earnings ReleaseQ4 20140.866
Mylan Inc/PAMYL USBef-mktQ2 2014 Earnings ReleaseQ2 20140.716
AES Corp/VAAES USBef-mktQ2 2014 Earnings ReleaseQ2 20140.277
Wendy's Co/TheWEN USBef-mktQ2 2014 Earnings ReleaseQ2 20140.095
Royal Gold IncRGLD USBef-mktQ4 2014 Earnings ReleaseQ4 20140.301
Teekay CorpTK USBef-mktQ2 2014 Earnings ReleaseQ2 2014-0.251
Lamar Advertising CoLAMR USBef-mktQ2 2014 Earnings ReleaseQ2 20140.374
AMC Networks IncAMCX USBef-mktQ2 2014 Earnings ReleaseQ2 20140.868
Intercontinental Exchange IncICE USBef-mktQ2 2014 Earnings ReleaseQ2 20142.021
NRG Energy IncNRG USBef-mktQ2 2014 Earnings ReleaseQ2 20140.183
NorthStar Realty Finance CorpNRF USBef-mktQ2 2014 Earnings ReleaseQ2 20140.373
Teradata CorpTDC USBef-mktQ2 2014 Earnings ReleaseQ2 20140.645
Broadridge Financial Solutions IncBR USBef-mktQ4 2014 Earnings ReleaseQ4 20141.161
Scripps Networks Interactive IncSNI USBef-mktQ2 2014 Earnings ReleaseQ2 20141.134
Laredo Petroleum IncLPI USBef-mktQ2 2014 Earnings ReleaseQ2 20140.179
Mallinckrodt PLCMNK USBef-mktQ3 2014 Earnings ReleaseQ3 20140.874
CBS Outdoor Americas IncCBSO USBef-mktQ2 2014 Earnings ReleaseQ2 20140.229
Duke Energy CorpDUK US7:00Q2 2014 Earnings ReleaseQ2 20140.979
L Brands IncLB US7:30July 2014 Sales and Revenue Call - Pre-Recorded2014
Harman International Industries IncHAR US8:00Q4 2014 Earnings ReleaseQ4 20141.214
Hill-Rom Holdings IncHRC US8:00Q3 2014 Earnings CallQ3 2014
MBIA IncMBI US8:00Q2 2014 Earnings CallQ2 2014
SunEdison IncSUNE US8:00Q2 2014 Earnings CallQ2 2014
Dun & Bradstreet Corp/TheDNB US8:00Q2 2014 Earnings CallQ2 2014
Babcock & Wilcox Co/TheBWC US8:30Q2 2014 Earnings CallQ2 2014
Windstream Holdings IncWIN US8:30Q2 2014 Earnings CallQ2 2014
Intercontinental Exchange IncICE US8:30Q2 2014 Earnings CallQ2 2014
Teradata CorpTDC US8:30Q2 2014 Earnings CallQ2 2014
Broadridge Financial Solutions IncBR US8:30Q4 2014 Earnings CallQ4 2014
Mallinckrodt PLCMNK US8:30Q3 2014 Earnings CallQ3 2014
Stratasys LtdSSYS US8:30Q2 2014 Earnings CallQ2 2014
CBS Outdoor Americas IncCBSO US8:30Q2 2014 Earnings CallQ2 2014
OGE Energy CorpOGE US9:00Q2 2014 Earnings CallQ2 2014
Integrys Energy Group IncTEG US9:00Q2 2014 Earnings CallQ2 2014
AES Corp/VAAES US9:00Q2 2014 Earnings CallQ2 2014
Wendy's Co/TheWEN US9:00Q2 2014 Earnings CallQ2 2014
Gulfport Energy CorpGPOR US9:00Q2 2014 Earnings CallQ2 2014
Sempra EnergySRE US9:00Q2 2014 Earnings ReleaseQ2 20141.13
QEP Resources IncQEP US9:00Q2 2014 Earnings CallQ2 2014
Charles River Laboratories International IncCRL US9:00Q2 2014 Earnings CallQ2 2014
NRG Energy IncNRG US9:00Q2 2014 Earnings CallQ2 2014
NorthStar Realty Finance CorpNRF US9:00Q2 2014 Earnings CallQ2 2014
Brookdale Senior Living IncBKD US9:00Q2 2014 Earnings CallQ2 2014
SandRidge Energy IncSD US9:00Q2 2014 Earnings CallQ2 2014
American Water Works Co IncAWK US9:00Q2 2014 Earnings CallQ2 2014
Two Harbors Investment CorpTWO US9:00Q2 2014 Earnings CallQ2 2014
Huntington Ingalls Industries IncHII US9:00Q2 2014 Earnings CallQ2 2014
EP Energy CorpEPE US9:00Q2 2014 Earnings CallQ2 2014
Sabre CorpSABR US9:00Q2 2014 Earnings CallQ2 2014
Concho Resources IncCXO US9:30Q2 2014 Earnings CallQ2 2014
Atmos Energy CorpATO US10:00Q3 2014 Earnings CallQ3 2014
Brinker International IncEAT US10:00Q4 2014 Earnings CallQ4 2014
Duke Energy CorpDUK US10:00Q2 2014 Earnings CallQ2 2014
Mylan Inc/PAMYL US10:00Q2 2014 Earnings CallQ2 2014
Westar Energy IncWR US10:00Q2 2014 Earnings CallQ2 2014
Alliant Energy CorpLNT US10:00Q2 2014 Earnings CallQ2 2014
Lamar Advertising CoLAMR US10:00Q2 2014 Earnings CallQ2 2014
Annaly Capital Management IncNLY US10:00Q2 2014 Earnings CallQ2 2014
WhiteWave Foods Co/TheWWAV US10:00Q2 2014 Earnings CallQ2 2014
Scripps Networks Interactive IncSNI US10:00Q2 2014 Earnings CallQ2 2014
Laredo Petroleum IncLPI US10:00Q2 2014 Earnings CallQ2 2014
Markel CorpMKL US10:30Q2 2014 Earnings CallQ2 2014
Harman International Industries IncHAR US11:00Q4 2014 Earnings CallQ4 2014
Forest City Enterprises IncFCE/A US11:00Q2 2014 Earnings CallQ2 2014
Middleby Corp/TheMIDD US11:00Q2 2014 Earnings CallQ2 2014
Teekay CorpTK US11:00Q2 2014 Earnings CallQ2 2014
AMERCOUHAL US11:00Q1 2015 Earnings CallQ1 2015
Prudential Financial IncPRU US11:00Q2 2014 Earnings CallQ2 2014
Corrections Corp of AmericaCXW US11:00Q2 2014 Earnings CallQ2 2014
AMC Networks IncAMCX US11:00Q2 2014 Earnings CallQ2 2014
Murphy USA IncMUSA US11:00Q2 2014 Earnings CallQ2 2014
CF Industries Holdings IncCF US11:00Q2 2014 Earnings CallQ2 2014
Copa Holdings SACPA US11:00Q2 2014 Earnings CallQ2 2014
EchoStar CorpSATS US11:00Q2 2014 Earnings CallQ2 2014
Antero Resources CorpAR US11:00Q2 2014 Earnings CallQ2 2014
Royal Gold IncRGLD US12:00Q4 2014 Earnings CallQ4 2014
Essex Property Trust IncESS US13:00Q2 2014 Earnings CallQ2 2014
Sempra EnergySRE US13:00Q2 2014 Earnings CallQ2 2014
Regency Centers CorpREG US14:00Q2 2014 Earnings CallQ2 2014
American Express CoAXP US15:00Fixed Income Investor Conference Call
IDEXX Laboratories IncIDXX US16:00Analyst Day - Day 1Y 2014
Assured Guaranty LtdAGO US16:00Q2 2014 Earnings ReleaseQ2 20140.413
Computer Sciences CorpCSC US16:15Q1 2015 Earnings ReleaseQ1 20150.938
NVIDIA CorpNVDA US16:20Q2 2015 Earnings ReleaseQ2 20150.256
CBS CorpCBS US16:30Q2 2014 Earnings CallQ2 2014
Salix Pharmaceuticals LtdSLXP US16:30Q2 2014 Earnings CallQ2 2014
Medivation IncMDVN US16:30Q2 2014 Earnings CallQ2 2014
Allscripts Healthcare Solutions IncMDRX US16:30Q2 2014 Earnings CallQ2 2014
Alnylam Pharmaceuticals IncALNY US16:30Q2 2014 Earnings CallQ2 2014
Air Lease CorpAL US16:30Q2 2014 Earnings CallQ2 2014
Computer Sciences CorpCSC US17:00Q1 2015 Earnings CallQ1 2015
DeVry Education Group IncDV US17:00Q4 2014 Earnings CallQ4 2014
Monster Beverage CorpMNST US17:00Q2 2014 Earnings CallQ2 2014
NVIDIA CorpNVDA US17:00Q2 2015 Earnings CallQ2 2015
Zynga IncZNGA US17:00Q2 2014 Earnings CallQ2 2014
CareFusion CorpCFN US17:00Q4 2014 Earnings CallQ4 2014
Sprouts Farmers Market IncSFM US17:00Q2 2014 Earnings CallQ2 2014
SolarCity CorpSCTY US17:00Q2 2014 Earnings CallQ2 2014
Consolidated Edison IncED USAft-mktQ2 2014 Earnings ReleaseQ2 20140.538
Federal Realty Investment TrustFRT USAft-mktQ2 2014 Earnings ReleaseQ2 20141.211
Great Plains Energy IncGXP USAft-mktQ2 2014 Earnings ReleaseQ2 20140.408
Monster Beverage CorpMNST USAft-mktQ2 2014 Earnings ReleaseQ2 20140.748
CBS CorpCBS USAft-mktQ2 2014 Earnings ReleaseQ2 20140.715
Lions Gate Entertainment CorpLGF USAft-mktQ1 2015 Earnings ReleaseQ1 20150.212
Salix Pharmaceuticals LtdSLXP USAft-mktQ2 2014 Earnings ReleaseQ2 20141.689
Medivation IncMDVN USAft-mktQ2 2014 Earnings ReleaseQ2 20140.233
Allscripts Healthcare Solutions IncMDRX USAft-mktQ2 2014 Earnings ReleaseQ2 20140.089
Alnylam Pharmaceuticals IncALNY USAft-mktQ2 2014 Earnings ReleaseQ2 2014-0.516
Columbia Property Trust IncCXP USAft-mktQ2 2014 Earnings ReleaseQ2 20140.498
Zynga IncZNGA USAft-mktQ2 2014 Earnings ReleaseQ2 20140.002
CareFusion CorpCFN USAft-mktQ4 2014 Earnings ReleaseQ4 20140.723
Sprouts Farmers Market IncSFM USAft-mktQ2 2014 Earnings ReleaseQ2 20140.178
SolarCity CorpSCTY USAft-mktQ2 2014 Earnings ReleaseQ2 2014-0.994
News CorpNWSA USAft-mktQ4 2014 Earnings ReleaseQ4 20140.029
Frank's International NVFI USAft-mktQ2 2014 Earnings ReleaseQ2 20140.309
News CorpNWSA US17:30Q4 2014 Earnings CallQ4 2014
Foster Wheeler AGFWLT USQ2 2014 Earnings ReleaseQ2 20140.47
Gap Inc/TheGPS USJuly 2014 Sales and Revenue Release2014
Hill-Rom Holdings IncHRC USQ3 2014 Earnings ReleaseQ3 20140.594
L Brands IncLB USJuly 2014 Sales and Revenue Release2014
National Fuel Gas CoNFG USQ3 2014 Earnings ReleaseQ3 20140.728
OGE Energy CorpOGE USQ2 2014 Earnings ReleaseQ2 20140.515
Costco Wholesale CorpCOST USJuly 2014 Sales and Revenue Release2014
DeVry Education Group IncDV USQ4 2014 Earnings ReleaseQ4 20140.674
Eagle Materials IncEXP USAnnual General Meeting
SunEdison IncSUNE USQ2 2014 Earnings ReleaseQ2 2014-0.259
Ralph Lauren CorpRL USAnnual General Meeting
WhiteWave Foods Co/TheWWAV USQ2 2014 Earnings ReleaseQ2 20140.218
Red Hat IncRHT USAnnual General Meeting
Windstream Holdings IncWIN USQ2 2014 Earnings ReleaseQ2 20140.08
EchoStar CorpSATS USQ2 2014 Earnings ReleaseQ2 20140.165
Air Lease CorpAL USQ2 2014 Earnings ReleaseQ2 20140.51
Huntington Ingalls Industries IncHII USQ2 2014 Earnings ReleaseQ2 20141.814
Stratasys LtdSSYS USQ2 2014 Earnings ReleaseQ2 20140.447
Sabre CorpSABR USQ2 2014 Earnings ReleaseQ2 20140.18