Showing posts with label CR. Show all posts
Showing posts with label CR. Show all posts

Tuesday, January 26, 2016

MORNING CALL 1/26

OVERNIGHT MARKETS AND NEWS
March E-mini S&Ps (ESH16 +0.35%) are up +0.28% and European stocks are up +0.11% as they mirror movements in oil prices which are up +0.86%. Global stocks were under pressure from Chinese economic concerns after China's Shanghai Composite plunged -6.42% to a 13-1/2 month low. On the positive side, mining stocks rose as the price of gold (GCG16 +0.69%) climbed +0.59% to a 2-1/2 month high and copper prices (HGH16 +1.53%) rose +1.33% to a 2-week high. Signs of stronger Chinese demand is giving metals prices a boost after Chinese customs data showed China Dec imports of refined copper surged +34% y/y to 423,000 MT and China Dec gold imports from Hong Kong surged +67% from Nov to 111.3 MT. European stocks also gained as Siemens AG rose after it boosted its earnings forecast and Royal Philips NV jumped over 5% after it reported better-than-expected Q4 profit. Asian stocks settled lower: Japan -2.35%, Hong Kong -2.45%, China -6.42%, Taiwan -0.83%, Australia and India closed for holiday, Singapore -1.43%, South Korea -1.31%.
The dollar index (DXY00 +0.02%) is up +0.09%. EUR/USD (^EURUSD) is down -0.21%. USD/JPY (^USDJPY) is up +0.12%.
Mar T-note prices (ZNH16 +0.11%) are up +5 ticks on the heels of a rally in German bunds as the 10-year bund yield fell to a 4-3/4 month low of 0.432%.
The PBOC added 440 billion yuan ($67 billion) into the financial system via reverse-repurchase agreements, the most in 3 years, as it tries to keep borrowing costs down and boost liquidity ahead of the Chinese Lunar New Year holiday that begins Feb 8.
U.S. STOCK PREVIEW
Key U.S. news today includes: (1) the first day of the FOMC's 2-day policy meeting, (2) Nov FHFA house price index (expected +0.5% m/m, Oct +0.5% m/m), (3) Nov S&P/CaseShiller composite-20 home price index (expected +0.80% m/m and +5.64% y/y, Oct +0.84% m/m and +5.54% y/y), (4) Jan Markit services PMI (expected -0.3 to 54.0, Dec -1.8 to 54.3), (5) Jan U.S. consumer confidence from the Conference Board (expected unch at 96.5, Dec +3.9 to 96.5), (6) Jan Richmond Fed manufacturing index (expected -4 to 2, Dec +9 to 6), and (7) the Treasury's auction of $26 billion 2-year T-notes.
There are 23 of the S&P 500 companies that report earnings today with notable reports including: Apple (consensus $3.23), AT&T (0.63), Capital One (1.61), Johnson & Johnson (1.42), Procter & Gamble (0.98).
U.S. IPO's scheduled to price today: Ameriquest (AMQ).
Equity conferences during the remainder of this week: Cleantech Forum San Francisco on Tue-Wed, Real Estate Capital Markets 2016 Seminar on Wed.






OVERNIGHT U.S. STOCK MOVERS
Lockheed Martin (LMT -0.49%) reported Q4 EPS of $3.76, well above consensus of $2.94.
Procter & Gamble (PG -0.66%) reported Q2 EPS of $1.04, higher than consensus of 98 cents.
Johnson & Johnson (JNJ -0.36%) reported Q4 EPS of $1.44, better than consensus of $1.42.
PG&E Corp. (PCG -1.43%) was upgraded to 'Overweight' from 'Equalweight' at Morgan Stanley.
Crane Co. (CR -2.75%) dropped over 4% in after-hours trading after it lowered guidance on fiscal 2016 EPS to $3.85-$4.15, below consensus of $4.27.
Graco (GGG -2.02%) reported Q4 adjusted EPS of 93 cents, well above estimates of 78 cents.
Rambus (RMBS -1.75%) rallied over 7% in after-hours trading after it reported Q4 adjusted EPS of 18 cents, better than consensus of 15 cents.
Centene (CNC -2.71%) slid almost 2% in after-hours trading after it said six hard drives with health information on 950,000 were unaccounted for.
Swift Transportation (SWFT -1.51%) climbed nearly 5% in after-hours trading after it reported Q4 adjusted EPS of 53 cents, higher than consensus of 47 cents.
SunEdison (SUNE +2.64%) gained over 2% in after-hours trading after SunEdison stakeholder Greenlight Capital reported that it raised its stake in 13D to 6.8% from 5.9% reported September 30.
Relypsa (RLYP +0.05%) jumped over 8% in after-hours trading after it said studies showed no meaningful reduction in absorption for 9 of 12 drugs that had previously demonstrated binding in vitro tests when its Veltassa drug was administered at the same time.
Aratana Therapeutics (PETX +1.59%) surged nearly 10% in after-hours trading after it filed New Animal Drug Application for its Galliprant drug for control of pain and inflammation in dogs with osteoarthritis.
Sanmina Corp. (SANM +0.70%) climbed over 4% in after-hours trading after it raised guidance on Q2 adjusted EPS to 55 cents-59 cents, above consensus of 54 cents.
MARKET COMMENTS
Mar E-mini S&Ps (ESH16 +0.35%) this morning are up +5.25 points (+0.28%). Monday's closes: S&P 500 -1.56%, Dow Jones -1.29%, Nasdaq -1.48%. The S&P 500 on Monday closed lower on the sharp -7.4% sell-off in oil prices, carryover weakness from a fall in European stocks after the German Jan IFO business climate index slid to an 11-month low, and the unexpected -13.0 point drop in the Dallas Fed manufacturing activity index to a 6-3/4 year low of -34.6 (weaker than expectations of +5.6 to -14.5).
Mar 10-year T-notes (ZNH16 +0.11%) this morning are up +5 ticks. Monday's closes: TYH6 +5.50, FVH6 +1.50. Mar T-note prices on Monday closed higher on increased safe-haven demand with the the slide in stocks and on the plunge in crude oil, which undercut inflation expectations and may delay further Fed rate hikes.
The dollar index (DXY00 +0.02%) this morning is up +0.087 (+0.09%). EUR/USD (^EURUSD) is down -0.0023 (-0.21%). USD/JPY (^USDJPY) is up +0.14 (+0.12%). Monday's closes: Dollar Index -0.214 (-0.21%), EUR/USD +0.0053 (+0.49%), USD/JPY -0.48 (-0.40%). The dollar index on Monday closed lower on the plunge in the Dallas Fed manufacturing index to a 6-3/4 year low and on weakness in USD/JPY. the yen was boosted by safe-haven demand for the yen with the sell-off in stocks and by BOJ Governor Kuroda's comment that "we don't think the current market situation has been affecting corporate behavior unduly," which reduced speculation that the BOJ will expand stimulus at its Thu/Fri policy meeting.
Mar crude oil (CLH16 +0.89%) this morning is up +26 cents (+0.86%) and Mar gasoline (RBH16 -0.22%) is up +0.0105 (+1.00%). Monday's closes: CLH6 -2.39 (-7.42%), RBH6 -0.0641 (-5.78%). Mar crude oil and gasoline on Monday closed sharply lower on signs that Saudi Arabia will not cut back on oil production despite low prices after the chairman of state-run oil company Saudi Aramco said that Saudi Arabia can sustain low oil prices for "a long, long time." Crude oil and gasoline prices were also undercut by expectations that Wednesday's weekly EIA data will show crude inventories rose +4.0 million bbl and by the snowstorm along the U.S. East Coast that has reduced air and automobile travel and reduced gasoline demand.
GLOBAL EVENT CALENDAR01/26/2016
US0900 ETNov FHFA house price index expected +0.5% m/m, Oct +0.5% m/m.
0900 ETNov S&P/CaseShiller composite-20 home price index expected +0.80% m/m and +5.64% y/y, Oct +0.84% m/m and +5.54% y/y.
0945 ETJan Markit services PMI expected -0.3 to 54.0, Dec -1.8 to 54.3. Jan Markit composite PMI, Dec -1.9 to 54.0.
1000 ETJan consumer confidence (Conference Board) expected unch at 96.5, Dec +3.9 to 96.5.
1000 ETJan Richmond Fed manufacturing index expected -4 to 2, Dec +9 to 6.
1130 ETFOMC begins 2-day policy meeting.
1300 ETTreasury auctions $26 billion 2-year T-notes.
CHI2030 ETChina Dec industrial profits. Nov -1.4% y/y.
2045 ETChina Jan Westpac-MNI consumer sentiment, Dec 113.7.
U.S. STOCK CALENDAR01/26/2016
CompanyTickerTimeEvent DescriptionPeriodEstimate
Corning IncGLW USBef-mktQ4 2015 Earnings ReleaseQ4 20150.318
EI du Pont de Nemours & CoDD USBef-mktQ4 2015 Earnings ReleaseQ4 20150.258
Freeport-McMoRan IncFCX USBef-mktQ4 2015 Earnings ReleaseQ4 2015-0.179
Procter & Gamble Co/ThePG USBef-mktQ2 2016 Earnings ReleaseQ2 20160.979
Lockheed Martin CorpLMT USBef-mktQ4 2015 Earnings ReleaseQ4 20152.94
Waters CorpWAT USBef-mktQ4 2015 Earnings ReleaseQ4 20151.95
Prologis IncPLD USBef-mktQ4 2015 Earnings ReleaseQ4 20150.619
Coach IncCOH USBef-mktQ2 2016 Earnings ReleaseQ2 20160.662
Danaher CorpDHR US6:00Q4 2015 Earnings ReleaseQ4 20151.27
Johnson & JohnsonJNJ US6:45Q4 2015 Earnings ReleaseQ4 20151.419
Dover CorpDOV US7:00Q4 2015 Earnings ReleaseQ4 20150.742
WW Grainger IncGWW US7:30Q4 2015 Earnings ReleaseQ4 20152.227
WW Grainger IncGWW US7:30Q4 2015 Earnings CallQ4 2015
3M CoMMM US7:30Q4 2015 Earnings ReleaseQ4 20151.622
Parker-Hannifin CorpPH US7:30Q2 2016 Earnings ReleaseQ2 20161.178
American International Group IncAIG US8:00Business Update Call
Danaher CorpDHR US8:00Q4 2015 Earnings CallQ4 2015
EI du Pont de Nemours & CoDD US8:00Q4 2015 Earnings CallQ4 2015
Corning IncGLW US8:30Q4 2015 Earnings CallQ4 2015
Johnson & JohnsonJNJ US8:30Q4 2015 Earnings CallQ4 2015
Procter & Gamble Co/ThePG US8:30Q2 2016 Earnings CallQ2 2016
Waters CorpWAT US8:30Q4 2015 Earnings CallQ4 2015
Coach IncCOH US8:30Q2 2016 Earnings CallQ2 2016
3M CoMMM US9:00Q4 2015 Earnings CallQ4 2015
Dover CorpDOV US10:00Q4 2015 Earnings CallQ4 2015
Freeport-McMoRan IncFCX US10:00Q4 2015 Earnings CallQ4 2015
Parker-Hannifin CorpPH US11:00Q2 2016 Earnings CallQ2 2016
Lockheed Martin CorpLMT US11:00Q4 2015 Earnings CallQ4 2015
Prologis IncPLD US12:00Q4 2015 Earnings CallQ4 2015
Becton Dickinson and CoBDX US13:00Annual General MeetingY 2016
Apple IncAAPL US16:00TLIV Top Live Blog
Stryker CorpSYK US16:00Q4 2015 Earnings ReleaseQ4 20151.551
Chubb LtdCB US16:05Q4 2015 Earnings ReleaseQ4 20152.286
Capital One Financial CorpCOF US16:05Q4 2015 Earnings ReleaseQ4 20151.608
AT&T IncT US16:30Q4 2015 Earnings CallQ4 2015
Apple IncAAPL US16:30Q1 2016 Earnings ReleaseQ1 20163.227
Stryker CorpSYK US16:30Q4 2015 Earnings CallQ4 2015
CA IncCA US17:00Q3 2016 Earnings CallQ3 2016
Total System Services IncTSS US17:00Q4 2015 Earnings CallQ4 2015
Apple IncAAPL US17:00Q1 2016 Earnings CallQ1 2016
Capital One Financial CorpCOF US17:00Q4 2015 Earnings CallQ4 2015
CA IncCA USAft-mktQ3 2016 Earnings ReleaseQ3 20160.578
AT&T IncT USAft-mktQ4 2015 Earnings ReleaseQ4 20150.633
Total System Services IncTSS USAft-mktQ4 2015 Earnings ReleaseQ4 20150.601
Navient CorpNAVI USAft-mktQ4 2015 Earnings ReleaseQ4 20150.49
Hormel Foods CorpHRL USAnnual General MeetingY 2016
Affiliated Managers Group IncAMG USQ4 2015 Earnings ReleaseQ4 20153.604
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Friday, September 4, 2015

BARCHART MORNING CALL 9/4

OVERNIGHT MARKETS AND NEWS
September E-mini S&Ps (ESU15 -0.96%) are down -1.03% and European stocks are down -2.23% on anxiety ahead of U.S. Aug non-farm payrolls where a stronger-than-expected report may bolster the case for a Fed rate hike as soon as this month. A larger-than-expected decline in German Jul factory orders is also fueling selling in European stocks. The markets will also be alert to the meeting of central bankers and finance ministers at this weekend's G-20meeting in Ankara, Turkey. Emerging stocks closed lower on U.S. rate hike concerns along with worries that China will pare back support for equities following this week's military parade. Asian stocks closed mostly lower: Japan -2.15%, Hong Kong -0.45%, China closed for holiday, Taiwan -1.18%, Australia +0.25%, Singapore -1.47%, South Korea -1.09%, India -2.18%. Japan's Nikkei Stock Index closed down over 2% and posted a 6-3/4 month low on concern Chinese stocks will continue their declines when trading resumes Monday after this week's holidays.
The dollar index (DXY00 -0.15%) is down -0.13%. EUR/USD (^EURUSD) is up +0.13%. USD/JPY (^USDJPY) is down -0.76% at a 1-weklow as the slide in stock prices boosts the safe-haven demand for the yen.
Dec T-note prices (ZNZ15 +0.26%) are up +11.5 ticks at a 1-week high as weakness in equities boosts the safe-haven demand of government debt.
In a draft communique prepared ahead of this weekend's G-20 meeting in Ankara, Turkey, global central bankers and finance ministers expressed concern about the potential disruption a Fed rate increase may due to emerging markets as the draft said "In line with the improving economic outlook, monetary policy tightening is more likely in some advanced economies, which may remain one of the main sources of uncertainty in financial markets."
U.S. STOCK PREVIEW
Key U.S. news today includes: (1) Aug non-farm payrolls expected +219,000, Jul +215,000) and the Aug unemployment rate (expected -0.1 to 5.2%, Jul unch at 5.3%), (2) a speech by Richmond Fed President Jeffrey Lacker before the Retail Merchants Association in Richmond, VA, during their Economic Forecast Breakfast titled “The Case Against Further Delay," and (3) the first day of the 2-day G-20 finance ministers and central bankers meeting Ankara, Turkey.
None of the Russell 1000 companies report earnings today.
U.S. IPO's scheduled to price today include: none.
Equity conferences during the remainder of this week include: none.

OVERNIGHT U.S. STOCK MOVERS
Caterpillar (CAT -2.17%) was downgraded to 'Neutral' from 'Outperform' at Baird.
British Petroleum (BP +0.65%) was downgraded to 'Underperform' from 'Neutral' at BofA/Merrill Lynch.
Ciena (CIEN +2.18%) was downgraded to 'Hold' from 'Buy' at Deutsche Bank.
Dollar Tree (DLTR -0.87%) was upgraded to 'Buy' from 'Neutral' at BofA/Merrill Lynch.
Teekay Tankers (TNK +3.38%) was upgraded to 'Buy' from 'Sell' at UBS.
Infineon (IFNNY +0.57%) was upgraded to 'Overweight' from 'Neutral' at JPMorgan Chase.
Adidas (ADDDY) was initiated with an 'Outperform' at Exane BNP Paribas.
Gabelli reported an 11.27% stake in CTS Corporation (CTS +0.43%) .
Esterline (ESL +0.38%) reported Q3 adjusted EPS of $1.33, weaker than consensus of $1.42 and then lowered guidance on fiscal 2015 adjusted EPS to $4.35-$4.45, below consensus of $4.71.
UTi Worldwide (UTIW -4.11%) reported a Q2 EPS loss of -70 cents, a much bigger loss than consensus of -5 cents.
The Gap (GPS +1.13%) reported August Same-Store-Sales were down 2% y/y and August revenue of $1.20 billion was below the $1.23 billion from last year.
Cooper Companies (COO -0.67%) reported Q3 EPS of $1.97, higher than consensus of $1.95.
Verifone (PAY +0.58%) fell 5% in after-hours trading after it reported Q3 adjusted EPS of 47 cents, better than consensus of 46 cents, but then lowered guidance on fiscal 2015 adjusted EPS to $1.82-$1.83, below consensus of $1.85.
Gamco reported a 7.15% stake in Crane (CR +0.14%) .
MARKET COMMENTS
Sep E-mini S&Ps (ESU15 -0.96%) this morning are down -20.00 points (-1.03%). Thursday's closes: S&P 500 +0.12%, Dow Jones +0.14%, Nasdaq-0.51%. The S&P 500 on Thursday closed slightly higher on the stronger-than-expected U.S Aug ISM non-manufacturing index of -1.3 to 59.0 (vs expectations of -2.1 to 58.2) and the ECB's move to raise its purchase limit of a country's debt to 33% from 25%, which could pave the way for the ECB to eventually enlarge or extend its QE program. Stocks saw some weakness from the +12,000 increase in U.S. weekly initial unemployment claims (vs expectations of +4,000) and long liquidation ahead of Friday's monthly U.S. payrolls report.
Dec 10-year T-notes (ZNZ15 +0.26%) this morning are up +11.5 ticks at a 1-week high. Thursday's closes: TYZ5 +7.50, FVZ5 +5.75. Dec T-notes on Thursday closed higher on the larger-than-expected increase in U.S. weekly jobless claims and on carryover support from a rally in German bunds after the ECB cut its Eurozone GDP and inflation forecasts for 2015 through 2017 and expanded the potential size of its QE program.
The dollar index (DXY00 -0.15%) this morning is down -0.124 (-0.13%). EUR/USD (^EURUSD) is up +0.0014 (+0.13%). USD/JPY (^USDJPY) is down-0.91 (-0.76%) at a 1-week low. Thursday's closes: Dollar Index +0.577 (+0.60%), EUR/USD -0.0104 (-0.93%), USD/JPY -0.26 (-0.22%). The dollar index on Thursday climbed to a 2-week high and closed higher on a decline in EUR/USD to a 2-week low after the ECB cut its Eurozone GDP and inflation forecasts for 2015 through 2017 and expanded the potential size of its QE program. The dollar also found support on the stronger-than-expected Aug ISM non-manufacturing report.
Oct crude oil (CLV15 -0.71%) this morning is down -32 cents (-0.68%) and Oct gasoline (RBV15 -1.07%) is down -0.0141 (-0.98%). Thursday's closes: CLV5 +0.50 (+1.08%), RBV5 +0.0053 (+0.37%). Oct crude oil and gasoline on Thursday closed higher on the rally in stocks and on the ECB's move to potentially expand its QE program.
GLOBAL EVENT CALENDAR09/04/2015
US0810 ETRichmond Fed President Jeffrey Lacker addresses the Retail Merchants Association in Richmond, VA, during their Economic Forecast Breakfast in a speech titled The Case Against Further Delay.
0830 ETAug non-farm payrolls expected +219,000, Jul +215,000. Aug private payrolls expected +205,000, Jul +210,000. Aug manufacturing payrolls expected +5,000, Jul +15,000. Aug unemployment rate expected -0.1 to 5.2%, Jul unch at 5.3%.
0830 ETAug average hourly earnings expected +0.2% m/m and +2.1% y/y, Jul +0.2% m/m and +2.1% y/y. Aug average weekly hours all employees expected -0.1 to 34.5 hours, Jul 34.6 hours.
n/aG-20 finance ministers and central bankers hold 2-day meeting in Ankara, Turkey.
GER0200 ETGerman Jul factory orders expected -0.6% m/m and +0.4% y/y, Jun +2.0% m/m and +7.2% y/y.
0330 ETGerman Markit construction PMI, Jul 50.6.
UK0430 ETUK Aug new car registrations, Jul +3.2% y/y.
0430 ETBOE quarterly inflation expectations.
EUR0500 ETRevised Eurozone Q2 GDP, previous +0.3% q/q and +1.2% y/y.
U.S. STOCK CALENDAR09/04/2015
CompanyTickerTimeEvent DescriptionPeriodEstimate
Walt Disney Co/TheDIS USDisney Unveils New Star Wars" Toy Line"
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Tuesday, January 27, 2015

BARCHART MORNING CALL 1/27

BARCHART MORNING CALL

OVERNIGHT MARKETS AND NEWS
March E-mini S&Ps (ESH15 -0.57%) this morning are down -0.54%, led by a 4% decline in Microsoft, as a drop in the company's Q2 commercial-license revenue dragged the stock and the overall market lower. European stocks are down -1.18% due to disappointing earnings results from Siemens AG and Philips NV. Another negative for European stocks was the slower-than-expected pace of UK growth in Q4. Asian stocks closed mixed: Japan +1.72%, Hong Kong -0.41%, China -0.92%, Taiwan +0.46%, Australia +0.83%, Singapore +0.40%, South Korea +0.82%, India +1.00%. India's BSE Sensex 30 Stock Index climbed to a record high after Prime Minister Nodi and President Obama reached an agreement that could spur nuclear energy projects in India. Chinese stocks closed lower after industrial profits declined the most in at least 3 years last month. Commodity prices are mixed. Mar crude oil (CLH15 -0.16%) is down -0.24%. Mar gasoline (RBH15 -0.13%) is down -0.35%. Feb gold (GCG15 +0.10%) is up +0.13%. Mar copper (HGH15 -1.53%) is down -1.34%. Agriculture prices are mixed. The dollar index (DXY00 -0.22%) is down -0.12%. EUR/USD (^EURUSD) is up +0.38%. USD/JPY (^USDJPY) is down -0.42%. Mar T-note prices (ZNH15 +0.10%) are up +5 ticks.
China Dec industrial profits fell -8.0% y/y, the third straight monthly decline and the biggest drop since the data series began in 2011.
UK Q4 GDP rose +0.5% q/q and +2.7% y/y, less than expectations of +0.6% m/m and +2.8% y/y.
UK Nov index of services rose +0.1% m/m and +0.8% 3-mo/3-mo, less than expectations of +0.3% m/m and +0.9% 3-mo/3-mo.
Japan Dec PPI services rose +3.6% y/y, unch from Nov and higher than expectations of +3.5% y/y and matched the fastest pace of increase in 24 years.
U.S. STOCK PREVIEW
Today’s Dec durable goods orders report is expected to show an increase of +0.4% and +0.6% ex-transportation, improving from November’s -0.9% and -0.7% ex-transportation. Today’s Nov CaseShiller Composite-20 home price index is expected to show a solid increase of +0.65% m/m and +4.30% y/y, just modestly below October’s report of +0.76% m/m and +4.50% y/y. Today’s Dec new home sales report is expected to show an increase of +2.7% to 450,000, more than overcoming November’s decline of -1.6% m/m to 438,000. Today’s Jan consumer confidence index from the Conference Board is expected to show a +2.9 point increase to 95.5, adding to December’s increase of +1.6 to 92.6. The market consensus is that the FOMC at its 2-day meeting that begins today will leave its interest rate and policy guidance unchanged.
There are 27 of the S&P 500 companies that report earnings today with notable reports including: Apple (consensus $2.60), AT&T (0.55), Yahoo (0.29), Pfizer (1.13), Caterpillar (1.55), Amgen (2.05). Equity conferences this week include: Phacilitate Immunotherapy Forum on Mon-Wed, and PCC 2015. CBI's Pharmaceutical Compliance Congress on Tue.

OVERNIGHT U.S. STOCK MOVERS
Procter & Gamble (PG -0.56%) reported Q2 core EPS of $1.06, below consensus of $1.13.
Pfizer (PFE +1.08%) fell nerly 3% in pre-market trading after it reported Q4 adjusted EPS of 54 cents, better than consensus of 53 cents, but then lowered guidance on fiscal 2015 adjusted EPS to $2.00-$2.10, less than consensus of $2.18.
Bristol-Myers (BMY +0.63%) reported Q4 EPS of 46 cents, better than consensus of 41 cents.
Dunkin' Brands (DNKN +0.04%) authorized a new $700 million share repurchase program, but then lowered guidance on fiscal 2015 adjusted EPS to $1.83-$1.87 from $1.88-$1.91, below consensus of $1.92.
TechCrunch reported that International Business Machines (IBM +0.31%) will lay off 12,000 employees.
Brown & Brown (BRO +0.25%) reported Q4 adjusted EPS of 36 cents, over double consensus of 15 cents.
Crane (CR +1.83%) reported Q4 EPS ex-items of $1.13, right on consensus, but then lowered guidance on fiscal 2015 EPS ex-items to $4.45-$4.65, below consensus of $4.79.
Packaging Corp. (PKG +1.87%) slipped nearly 6% in after-hours trading after it reported Q4 adjusted EPS of $1.16, less than consensus of $1.17.
ESW Capital reported a 19% passive stake in Upland Software (UPLD -0.51%) .
Texas Instruments (TXN -0.02%) reported Q4 EPS of 76 cents, above consensus of 69 cents.
Oaktree Capital reported a 5.9% passive stake in Century Communities (CCS +2.35%) .
Marathon Oil (MRO +2.83%) and Colbalt (CIE +3.86%) were both downgraded to 'Neutral' from 'Buy' at UBS.
Plum Creek Timber ({=PCL lowered guidance on Q1 EPS to 20 cents-25 cents, weaker than consensus of 27 cents.
Sanmina (SANM +1.39%) reported Q1 adjusted EPS of 61 cents, better than consensus of 58 cents.
Microsoft (MSFT -0.36%) fell over 4% in pre-market trading after it reported Q2 EPS of 71 cents, right on consensus, but said that commercial-licesnse revenuing fell.
United Technologies (UTX -1.03%) reported Q4 EPS of $1.62, right on consensus, but then lowered guidance on fiscal 2015 EPS to $6.85-$7.05 from $7.00-$7.20, below consensus of $7.19.
MARKET COMMENTS
Mar E-mini S&Ps (ESH15 -0.57%) this morning are down -11.00 points (-0.54%). The S&P 500 index on Monday closed higher: S&P 500 +0.26%, Dow Jones +0.03%, Nasdaq -0.06%. Bullish factors included (1) carry-over support from a rally in European stocks to a 6-1/3 year high on reduced Greek sovereign debt concerns after Greek Prime Minister-elect Tsipras pledged to keep Greece within the Eurozone as he negotiates a write-down of Greek debt, and (2) stellar Q4 company earnings results thus far ash 77% of the S&P 500 companies that already released results have beat earnings projections. On the negative side, technology stocks fell after Seagate Technology plunged when it projected quarterly revenue that trailed market estimates.
Mar 10-year T-notes (ZNH15 +0.10%) this morning are up +5 ticks. Mar 10-year T-note futures prices on Monday closed lower. Closes: TYH5 -5.50, FVH5 -4.75. Negative factors included (1) reduced safe-haven demand for T-notes as stocks recovered from their worst levels after Greek sovereign debt concerns eased when newly elected Greek opposition leader Tsipras pledged to keep Greece within the Eurozone, and (2) supply pressures as the Treasury auctions $105 billion of T-notes this week.
The dollar index (DXY00 -0.22%) this morning is down -0.114 (-0.12%). EUR/USD (^EURUSD) is up +0.0043 (+0.38%). USD/JPY (^USDJPY) is down -0.50 (-0.42%). The dollar index on Monday posted an 11-1/3 year high but fell back and closed little changed: Dollar index +0.040 (+0.04%), EUR/USD +0.00383 (+0.34%), USD/JPY +0.698 (+0.59%). Bearish factors included (1) strength in EUR/USD which recovered from an 11-1/3 year low and closed higher after newly elected Greek opposition leader Tsipras pledged to keep Greece within the Eurozone as he negotiates a write-down of Greek debt, and (2) the larger-than-expected increase in the German Jan IFO business climate to a 6-month high, which is euro supportive.
Mar WTI crude oil (CLH15 -0.16%) this morning is down -11 cents (-0.24%) and Mar gasoline (RBH15 -0.13%) is down -0.0047 (-0.35%). Mar crude oil and Mar gasoline on Monday closed lower with Mar crude at a 1-1/2 week low: CLH5 -0.44 (-0.97%), RBH5 -0.0282 (-2.05%). Bearish factors included (1) the action from Saudi Arabia's new ruler, King Salman Bin Abdulaziz Al Saud, to keep Ali al-Naimi in his post as Saudi oil minister, which signals that current Saudi oil policy will remain unchanged, and (2) speculation that a blizzard on the U.S. East Coast will undercut gasoline demand as roads close and people refrain from driving.
GLOBAL EVENT CALENDAR01/27/2015
US0830 ETDec durable goods orders expected +0.4% and +0.6% ex transportation, Nov -0.9% and -0.7% ex transportation. Dec capital goods orders non-defense ex-aircraft expected unch, Nov -0.5%.
0900 ETNov S&P/CaseShiller composite-20 home price index expected +0.65% m/m and +4.30% y/y, Oct +0.76% m/m and +4.50% y/y.
0945 ETPreliminary-Jan Markit U.S. services PMI expected +0.5 to 53.8, Dec -2.6 to 53.6.
1000 ETDec new home sales expected +2.7% to 450,000, Nov -1.6% m/m to 438,000.
1000 ETJan consumer confidence (Conference Board) expected +2.9 to 95.5, Dec +1.6 to 92.6.
1000 ETJan Richmond Fed manufacturing index expected -2 to 5, Dec +3 to 7.
1030 ETFOMC begins 2-day policy meeting.
UK0430 ETUK Nov index of services expected +0.3% m/m and +0.9% 3-mo/3-mo, Oct +0.3% m/m and +0.7% 3-mo/3-mo.
0430 ETUK Q4 GDP expected +0.6% q/q and +2.8% y/y, Q3 +0.7% q/q and +2.6% y/y.
U.S. STOCK CALENDAR01/27/2015
CompanyTickerTimeEvent DescriptionPeriodEstimate
Nucor CorpNUE USBef-mktQ4 2014 Earnings ReleaseQ4 20140.556
Bristol-Myers Squibb CoBMY USBef-mktQ4 2014 Earnings ReleaseQ4 20140.404
Corning IncGLW USBef-mktQ4 2014 Earnings ReleaseQ4 20140.384
Prologis IncPLD USBef-mktQ4 2014 Earnings ReleaseQ4 20140.468
NextEra Energy IncNEE USBef-mktQ4 2014 Earnings ReleaseQ4 20141.063
Affiliated Managers Group IncAMG USBef-mktQ4 2014 Earnings ReleaseQ4 20143.456
Danaher CorpDHR US6:00Q4 2014 Earnings ReleaseQ4 20141.123
EI du Pont de Nemours & CoDD US6:00Q4 2014 Earnings ReleaseQ4 20140.707
Lockheed Martin CorpLMT US6:25Q4 2014 Earnings ReleaseQ4 20142.847
Pfizer IncPFE US7:00Q4 2014 Earnings ReleaseQ4 20140.529
Procter & Gamble Co/ThePG US7:00Q2 2015 Earnings ReleaseQ2 20151.134
Dover CorpDOV US7:00Q4 2014 Earnings ReleaseQ4 20140.946
3M CoMMM US7:30Q4 2014 Earnings ReleaseQ4 20141.796
Parker-Hannifin CorpPH US7:30Q2 2015 Earnings ReleaseQ2 20151.548
Caterpillar IncCAT US7:30Q4 2014 Earnings ReleaseQ4 20141.548
Danaher CorpDHR US8:00Q4 2014 Earnings CallQ4 2014
Freeport-McMoRan IncFCX US8:00Q4 2014 Earnings ReleaseQ4 20140.352
Illinois Tool Works IncITW US8:00Q4 2014 Earnings ReleaseQ4 20141.129
Procter & Gamble Co/ThePG US8:30Q2 2015 Earnings CallQ2 2015
Corning IncGLW US8:30Q4 2014 Earnings CallQ4 2014
3M CoMMM US9:00Q4 2014 Earnings CallQ4 2014
Bristol-Myers Squibb CoBMY US9:00Q4 2014 Earnings CallQ4 2014
EI du Pont de Nemours & CoDD US9:00Q4 2014 Earnings CallQ4 2014
NextEra Energy IncNEE US9:00Q4 2014 Earnings CallQ4 2014
Pfizer IncPFE US10:00Q4 2014 Earnings CallQ4 2014
Dover CorpDOV US10:00Q4 2014 Earnings CallQ4 2014
Freeport-McMoRan IncFCX US10:00Q4 2014 Earnings CallQ4 2014
Illinois Tool Works IncITW US10:00Q4 2014 Earnings CallQ4 2014
Parker-Hannifin CorpPH US11:00Q2 2015 Earnings CallQ2 2015
Lockheed Martin CorpLMT US11:00Q4 2014 Earnings CallQ4 2014
Caterpillar IncCAT US11:00Q4 2014 Earnings CallQ4 2014
Affiliated Managers Group IncAMG US11:00Q4 2014 Earnings CallQ4 2014
Prologis IncPLD US12:00Q4 2014 Earnings CallQ4 2014
Becton Dickinson and CoBDX US13:00Annual General MeetingY 2015
Nucor CorpNUE US14:00Q4 2014 Earnings CallQ4 2014
Total System Services IncTSS US16:00Q4 2014 Earnings ReleaseQ4 20140.528
Stryker CorpSYK US16:00Q4 2014 Earnings ReleaseQ4 20141.442
ACE LtdACE US16:05Q4 2014 Earnings ReleaseQ4 20142.318
AT&T IncT US16:30Q4 2014 Earnings CallQ4 2014
Apple IncAAPL US16:30Q1 2015 Earnings ReleaseQ1 20152.596
Stryker CorpSYK US16:30Q4 2014 Earnings CallQ4 2014
Total System Services IncTSS US17:00Q4 2014 Earnings CallQ4 2014
Yahoo! IncYHOO US17:00Q4 2014 Earnings CallQ4 2014
Electronic Arts IncEA US17:00Q3 2015 Earnings CallQ3 2015
Amgen IncAMGN US17:00Q4 2014 Earnings CallQ4 2014
Apple IncAAPL US17:00Q1 2015 Earnings CallQ1 2015
Juniper Networks IncJNPR US17:00Q4 2014 Earnings CallQ4 2014
AT&T IncT USAft-mktQ4 2014 Earnings ReleaseQ4 20140.547
Yahoo! IncYHOO USAft-mktQ4 2014 Earnings ReleaseQ4 20140.294
Electronic Arts IncEA USAft-mktQ3 2015 Earnings ReleaseQ3 20150.925
Western Digital CorpWDC USAft-mktQ2 2015 Earnings ReleaseQ2 20152.103
Amgen IncAMGN USAft-mktQ4 2014 Earnings ReleaseQ4 20142.054
Juniper Networks IncJNPR USAft-mktQ4 2014 Earnings ReleaseQ4 20140.308
Western Digital CorpWDC US18:00Q2 2015 Earnings CallQ2 2015
Hormel Foods CorpHRL US21:00Annual General MeetingY 2015
CME Group Inc/ILCME USExtraordinary Shareholders MeetingY 2015
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Tuesday, October 28, 2014

BARCHART MORNING CALL 10/28



OVERNIGHT MARKETS AND NEWS
December E-mini S&Ps (ESZ14 +0.54%) this morning are up +0.51% and European stocks are up +0.95% ahead of the start of the 2-day FOMC meeting where the Fed is expected to announce an end to its QE3 bond purchase program. Sweden's Riksbank unexpectedly cut its main interest rate to zero and said it won't raise interest rates until "inflation clearly picks up" in mid-2016 in an attempt to jolt the Swedish economy out of a deflationary spiral. The Russian ruble dropped to a record low of 42.597 per dollar on concern the Russian central bank will move to a free float after more than $20 billion of currency interventions this month failed to stem the ruble's decline. Asian stocks closed mixed: Japan -0.38%, Hong Kong +1.63%, China +2.02%, Taiwan +1.69%, Australia -0.12%, Singapore -0.45%, South Korea -0.24%, India +0.48%. Japanese stocks closed lower after stronger-than-expected Japan Sep retail sales dampened speculation the BOJ will expand stimulus measures when it meets for a 2-day meeting on Thursday. Chinese stocks closed higher after China Sep industrial profits rose from the prior month. Commodity prices are mostly higher. Dec crude oil (CLZ14 +0.60%) is up +0.17%. Dec gasoline (RBZ14 +0.62%) is up +0.24%. Dec gold (GCZ14 -0.12%) is down -0.11%. Dec copper (HGZ14 +0.47%) is up +0.44% at a 1-1/2 week high on the threat of a strike by workers at Freeport-McMoRan's Grasberg copper mine in Indonesia, the third-largest in the world. Agriculture and livestock prices are mostly higher with Dec corn up +1,86% at a 2-month high and Nov soybeans up +1.69% at a 1-3/4 month high on carry-over support from a rally in soybean meal prices to a 4-month high as near-record beef and pork prices boost demand for animal feed to fatten hogs and cattle. The dollar index (DXY00 +0.10%) is up +0.15%. EUR/USD (^EURUSD) is down -0.02%. USD/JPY (^USDJPY) is up +0.25%. Dec T-note prices (ZNZ14 -0.15%) are down -5 ticks.
German Sep import prices unexpectedly rose +0.3% m/m, higher than expectations of a -0.1% m/m decline and the first increase in 3 months. On an annual basis Sep import prices fell -1.6% y/y, a smaller decline than expectations of -1.9% y/y, but still the twenty-first consecutive month that import prices have fallen year-over-year.
Japan Sep retail sales rose +2.7% m/m and +2.3% y/y, stronger than expectations of +0.9% m/m and +0.8% y/y and the largest increase in 6 months.
China Sep industrial profits rose +0.4% y/y, an improvement from the -0.6% y/y decline in Aug.
U.S. STOCK PREVIEW
The markets are unanimously expecting the FOMC at its 2-day meeting that begins today to end QE3 with a final $15 billion cut. Today's Aug S&P/CaseShiller Composite-20 home price index is expected to show a small increase of +0.18% m/m, recovering a bit after the -0.50% decline seen in July. Today's Oct U.S. consumer confidence index ifrom the Conference Board is expected to show a +1.1 point increase to 87.1, recovering a bit after the sharp -7.4 point decline to 86.0 seen in September. Today’s Sep durable goods orders report is expected to show an overall increase of +0.5% and an +0.5% increase ex-transportation. The Treasury today will sell $29 billion of 2-year T-notes.
There are 49 of the S&P 500 companies that report earnings today with notable reports including: Facebook (consensus $0.40), Pfizer (0.55), PG&E (1.14), Cummings (2.28), du Pont (0.53), Aetna (1.58), Freeport-McMoRan (0.61), Electronic Arts (0.53), Wynn Resorts (1.83), Ameriprise (1.96). Equity conferences this week include: RMA Annual Risk Management Conference 2014 on Mon-Tue, and GTEC (Government Technology Exhibition & Conference) 2014 on Tue-Thu.
OVERNIGHT U.S. STOCK MOVERS
Aetna (AET +0.62%) reported Q3 EPS of $1.79, higher than consensus of $1.58.
Pfizer (PFE -0.27%) reported Q3 EPS of 57 cents, better than consensus of 55 cents.
Manitowoc (MTW -0.94%) slipped over 7% in after-hours trading after it reported Q3 EPS of 36 cents, below consensus of 42 cents.
Crane (CR -0.10%) reported Q3 EPS ex-items of $1.12, weaker than consensus of $1.17, and then lowered guidance on fiscal 2014 EPS view to $4.40-$4.50 from $4.55-$4.75, below consensus of $4.62.
Masco (MAS -0.48%) reported Q3 adjusted EPS of 31 cents, less than consensus of 32 cents.
Davidson Kempner Partners reported a 11.47% passive stake in Eagle Bulk Shipping (EGLE -1.49%) .
Kohl's (KSS -0.91%) dropped nearly 5% in after-hours trading after it said it sees Q3 same-store sales down -1.4% and that fiscal 2014 EPS will be at the low end of $4.05-$4.45, weaker than consensus of $4.30.
HealthSouth (HLS +0.27%) reported Q3 EPS of 53 cents, better than consensus of 49 cents.
Reinsurance Group (RGA +0.81%) reported Q3 EPS of $2.28, stronger than consensus of $2.07.
Hartford Financial (HIG +0.37%) reported Q3 EPS of 86 cents, higher than consensus of 83 cents.
Symetra Financial (SYA +0.13%) reported Q3 EPS of 39 cents, weaker than consensus of 44 cents.
AvalonBay (AVB +0.81%) reported Q3 FFO of $2.14, higher than consensus of $2.00.
Allison Transmission (ALSN +0.10%) reported Q3 EPS of 38 cents, stronger than consensus of 30 cents.
Buffalo Wild Wings (BWLD -1.17%) rose over 3% in after-hours trading after it reported Q3 EPS of $1.14, better than consensus of $1.07.
Amgen (AMGN +0.64%) reported Q3 EPS of $2.30, well above consensus of $2.11, and then raised guidance on fiscal 2014 EPS view to $8.45-$8.55 from $8.20-$8.40, higher than consensus of $8.42.
General Growth Properties (GGP +0.97%) reported Q3 FFO of 33 cents, higher than consensus of 31 cents.
MARKET COMMENTS
Dec E-mini S&Ps (ESZ14 +0.54%) this morning are up +10.00 points (+0.51%). The S&P 500 index on Monday closed lower: S&P 500 -0.15%, Dow Jones +0.07%, Nasdaq +0.10%. Negative factors included (1) carry-over selling from a slide in European stocks after the German Oct IFO business confidence fell for a sixth month to a 1-3/4 year low, (2) the +0.3% m/m increase in U.S. Sep pending home sales, weaker than expectations of +1.0% m/m, and (3) the -1.6 point decline in the U.S. Oct Markit composite PMI to 57.4, the slowest pace of expansion in 6 months.
Dec 10-year T-notes (ZNZ14 -0.15%) this morning are down -5 ticks. Dec 10-year T-note futures prices on Monday recovered from a 2-week low and closed higher. Closes: TYZ4 +3.50, FVZ4 +2.75. Bullish factors included (1) carry-over support from a rally in German bund prices after the German Oct IFO business climate fell more than expected to a 1-3/4 year low, (2) the smaller-than-expected increase in U.S. Sep pending home sales, which bolstered optimism the Fed will maintain record-low interest rates even as it ends QE3, and (3) increased safe-haven demand for T-notes as stocks fell.
The dollar index (DXY00 +0.10%) this morning isup +0.131 (+0.15%) . EUR/USD (^EURUSD) is down -0.0003 (-0.02%). USD/JPY (^USDJPY) is up +0.27 (+0.25%). The dollar index on Monday closed lower. Closes: Dollar index -0.237 (-0.28%), EUR/USD +0.00286 (+0.23%), USD/JPY -0.322 (-0.30%). Bearish factors included (1) the smaller-than-expected increase in U.S. Sep pending home sales, which boosted speculation that the weak data will prompt the Fed to delay raising interest rates, and (2) the positive results of the ECB’s bank stress tests, which eased concern about the health of European banks.
Dec WTI crude oil (CLZ14 +0.60%) this morning is up +14 cents (+0.17%) and Dec gasoline (RBZ14 +0.62%) is up +0.0051 (+0.24%). Dec crude and Dec gasoline on Monday closed lower with Dec crude falling to a 2-1/3 year low. Closes: CLZ4 -0.01 (-0.01%), RBZ4 -0.0178 (-0.83%). Bearish factors included (1) Goldman Sachs’ cut in its Q1 2015 WTI crude oil price estimate to $75 a barrel from $90 a barrel, citing a rise in global supplies, and (2) demand concerns in Europe after the German Oct IFO business climate fell more than expected to a 1-3/4 year low. Crude rebounded from its worst losses after the dollar fell.
GLOBAL EVENT CALENDAR10/28/2014
US0830 ETSep durable goods orders expected +0.5% and +0.5% ex transportation, Aug -18.4% and +0.4% ex transportation. Sep non-defense capital goods orders ex-aircraft expected +0.6%, Aug +0.4%.
0900 ETAug S&P/CaseShiller composite-20 home price index expected +0.18% m/m and +5.70% y/y, Jul -0.50% m/m and +6.75% y/y.
1000 ETOct consumer confidence (Conference Board) expected +1.1 to 87.1, Sep -7.4 to 86.0.
1000 ETOct Richmond Fed manufacturing index expected -3 to 11, Sep +2 to 14.
1130 ETFOMC begins 2-day policy meeting.
1300 ETTreasury auction $29 billion 2-year T-notes.
JPN1950 ETJapan Sep industrial production expected +2.2% m/m and -0.1% y/y, Aug -1.9% m/m and -3.3% y/y.
GER0300 ETGerman Sep import price index expected -0.1% m/m and -1.9% y/y, Aug -0.1% m/m and 01.9% y/y.
U.S. STOCK CALENDAR10/28/2014
Company NameTickerTimeEvent DescriptionPeriodEstimate
Laboratory Corp of America HoldingsLH USBef-mktQ3 2014 Earnings ReleaseQ3 20141.75
Noble Energy IncNBL USBef-mktQ3 2014 Earnings ReleaseQ3 20140.362
Martin Marietta Materials IncMLM USBef-mktQ3 2014 Earnings ReleaseQ3 20141.696
PG&E CorpPCG USBef-mktQ3 2014 Earnings ReleaseQ3 20141.139
MeadWestvaco CorpMWV USBef-mktQ3 2014 Earnings ReleaseQ3 20140.536
Corning IncGLW USBef-mktQ3 2014 Earnings ReleaseQ3 20140.377
Cummins IncCMI USBef-mktQ3 2014 Earnings ReleaseQ3 20142.284
AutoNation IncAN USBef-mktQ3 2014 Earnings ReleaseQ3 20140.858
Ecolab IncECL USBef-mktQ3 2014 Earnings ReleaseQ3 20141.203
PACCAR IncPCAR USBef-mktQ3 2014 Earnings ReleaseQ3 20140.962
EI du Pont de Nemours & CoDD US6:00Q3 2014 Earnings ReleaseQ3 20140.53
Whirlpool CorpWHR US6:00Q3 2014 Earnings ReleaseQ3 20143.129
Starwood Hotels & Resorts Worldwide IncHOT US6:00Q3 2014 Earnings ReleaseQ3 20140.65
Aetna IncAET US6:00Q3 2014 Earnings ReleaseQ3 20141.576
Harris CorpHRS US6:30Q1 2015 Earnings ReleaseQ1 20151.091
CONSOL Energy IncCNX US6:45Q3 2014 Earnings ReleaseQ3 20140.183
Pfizer IncPFE US7:00Q3 2014 Earnings ReleaseQ3 20140.553
Xylem Inc/NYXYL US7:00Q3 2014 Earnings ReleaseQ3 20140.52
Sherwin-Williams Co/TheSHW US7:00Q3 2014 Earnings ReleaseQ3 20143.222
Coach IncCOH US7:00Q1 2015 Earnings ReleaseQ1 20150.45
AMETEK IncAME US7:00Q3 2014 Earnings ReleaseQ3 20140.609
Marsh & McLennan Cos IncMMC US7:00Q3 2014 Earnings ReleaseQ3 20140.525
Parker-Hannifin CorpPH US7:30Q1 2015 Earnings ReleaseQ1 20151.666
Freeport-McMoRan IncFCX US8:00Q3 2014 Earnings ReleaseQ3 20140.61
Amgen IncAMGN US8:00Analyst MeetingY 2014
Aetna IncAET US8:00Q3 2014 Earnings CallQ3 2014
Masco CorpMAS US8:00Q3 2014 Earnings CallQ3 2014
Corning IncGLW US8:30Q3 2014 Earnings CallQ3 2014
Coach IncCOH US8:30Q1 2015 Earnings CallQ1 2015
Harris CorpHRS US8:30Q1 2015 Earnings CallQ1 2015
AMETEK IncAME US8:30Q3 2014 Earnings CallQ3 2014
Marsh & McLennan Cos IncMMC US8:30Q3 2014 Earnings CallQ3 2014
Laboratory Corp of America HoldingsLH US9:00Q3 2014 Earnings CallQ3 2014
Xylem Inc/NYXYL US9:00Q3 2014 Earnings CallQ3 2014
Hartford Financial Services Group Inc/TheHIG US9:00Q3 2014 Earnings CallQ3 2014
EI du Pont de Nemours & CoDD US9:00Q3 2014 Earnings CallQ3 2014
General Growth Properties IncGGP US9:00Q3 2014 Earnings CallQ3 2014
Universal Health Services IncUHS US9:00Q3 2014 Earnings CallQ3 2014
Noble Energy IncNBL US10:00Q3 2014 Earnings CallQ3 2014
MeadWestvaco CorpMWV US10:00Q3 2014 Earnings CallQ3 2014
Parker-Hannifin CorpPH US10:00Q1 2015 Earnings CallQ1 2015
Pfizer IncPFE US10:00Q3 2014 Earnings CallQ3 2014
Bank of New York Mellon Corp/TheBK US10:00Investor DayY 2014
CONSOL Energy IncCNX US10:00Q3 2014 Earnings CallQ3 2014
Cummins IncCMI US10:00Q3 2014 Earnings CallQ3 2014
Freeport-McMoRan IncFCX US10:00Q3 2014 Earnings CallQ3 2014
Whirlpool CorpWHR US10:00Q3 2014 Earnings CallQ3 2014
PG&E CorpPCG US11:00Q3 2014 Earnings CallQ3 2014
Sherwin-Williams Co/TheSHW US11:00Q3 2014 Earnings CallQ3 2014
AutoNation IncAN US11:00Q3 2014 Earnings CallQ3 2014
Allergan Inc/United StatesAGN US11:30Allergan Inc. Argues Case Against Valeant Pharmaceuticals Takeover
Starwood Hotels & Resorts Worldwide IncHOT US11:30Q3 2014 Earnings CallQ3 2014
PACCAR IncPCAR US12:00Q3 2014 Earnings CallQ3 2014
Symantec CorpSYMC US12:00Annual General MeetingY 2014
Ecolab IncECL US13:00Q3 2014 Earnings CallQ3 2014
AvalonBay Communities IncAVB US13:00Q3 2014 Earnings CallQ3 2014
Martin Marietta Materials IncMLM US14:00Q3 2014 Earnings CallQ3 2014
Edison InternationalEIX US16:00Q3 2014 Earnings ReleaseQ3 20141.351
McKesson CorpMCK US16:00Q2 2015 Earnings ReleaseQ2 20152.726
Total System Services IncTSS US16:00Q3 2014 Earnings ReleaseQ3 20140.523
Gilead Sciences IncGILD US16:05Q3 2014 Earnings ReleaseQ3 20141.929
CH Robinson Worldwide IncCHRW US16:15Q3 2014 Earnings ReleaseQ3 20140.805
Gilead Sciences IncGILD US16:30Q3 2014 Earnings CallQ3 2014
Wynn Resorts LtdWYNN US16:30Q3 2014 Earnings CallQ3 2014
Marriott International Inc/DEMAR US17:00Q3 2014 Earnings ReleaseQ3 20140.617
Edison InternationalEIX US17:00Q3 2014 Earnings CallQ3 2014
McKesson CorpMCK US17:00Q2 2015 Earnings CallQ2 2015
Total System Services IncTSS US17:00Q3 2014 Earnings CallQ3 2014
Vertex Pharmaceuticals IncVRTX US17:00Q3 2014 Earnings CallQ3 2014
Electronic Arts IncEA US17:00Q2 2015 Earnings CallQ2 2015
Western Digital CorpWDC US17:00Q1 2015 Earnings CallQ1 2015
Facebook IncFB US17:00Q3 2014 Earnings CallQ3 2014
Fiserv IncFISV US17:00Q3 2014 Earnings CallQ3 2014
Equity ResidentialEQR USAft-mktQ3 2014 Earnings ReleaseQ3 20140.801
Aflac IncAFL USAft-mktQ3 2014 Earnings ReleaseQ3 20141.428
Anadarko Petroleum CorpAPC USAft-mktQ3 2014 Earnings ReleaseQ3 20141.266
Dun & Bradstreet Corp/TheDNB USAft-mktQ3 2014 Earnings ReleaseQ3 20141.721
Owens-Illinois IncOI USAft-mktQ3 2014 Earnings ReleaseQ3 20140.734
AGL Resources IncGAS USAft-mktQ3 2014 Earnings ReleaseQ3 20140.303
Newfield Exploration CoNFX USAft-mktQ3 2014 Earnings ReleaseQ3 20140.497
Vertex Pharmaceuticals IncVRTX USAft-mktQ3 2014 Earnings ReleaseQ3 2014-0.652
Boston Properties IncBXP USAft-mktQ3 2014 Earnings ReleaseQ3 20141.371
Macerich Co/TheMAC USAft-mktQ3 2014 Earnings ReleaseQ3 20140.889
Electronic Arts IncEA USAft-mktQ2 2015 Earnings ReleaseQ2 20150.53
Express Scripts Holding CoESRX USAft-mktQ3 2014 Earnings ReleaseQ3 20141.29
Western Digital CorpWDC USAft-mktQ1 2015 Earnings ReleaseQ1 20152.036
Wynn Resorts LtdWYNN USAft-mktQ3 2014 Earnings ReleaseQ3 20141.825
Facebook IncFB USAft-mktQ3 2014 Earnings ReleaseQ3 20140.403
Fiserv IncFISV USAft-mktQ3 2014 Earnings ReleaseQ3 20140.841
Ameriprise Financial IncAMP USAft-mktQ3 2014 Earnings ReleaseQ3 20141.961
Kimco Realty CorpKIM USAft-mktQ3 2014 Earnings ReleaseQ3 20140.353
Cincinnati Financial CorpCINF USAft-mktQ3 2014 Earnings ReleaseQ3 20140.713
Kroger Co/TheKR USInvestor Meeting - Day 1Y 2014
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