Showing posts with label PBI. Show all posts
Showing posts with label PBI. Show all posts

Tuesday, December 6, 2016

Morning Call 12/6

Barchart Morning Call

Barchart.com - 2 hours ago
OVERNIGHT MARKETS AND NEWS
Dec E-mini S&Ps (ESZ16 +0.03%) are little changed, up +0.05%, as a -0.85% decline in Jan WTI crude oil (CLF17 -1.08%) weighs on energy producing stocks. Crude oil is under pressure on concern over whether OPEC will be able to adhere to its recently announced production cuts. European stocks are up +0.70% on signs of economic strength after German Oct factory orders rose more than expected by the most in 2-1/4 years. European stocks also garnered support and EUR/USD fell on expectations that ECB President Draghi will extend the central banks QE program beyond March of next year at this Thursday's policy meeting. Asian stocks settled mostly higher: Japan +0.47%, Hong Kong +0.75%, China -0.16%, Taiwan +0.98%, Australia +0.52%, Singapore +0.21%, South Korea +1.38%, India +0.17%.
The dollar index (DXY00 +0.19%) is up +0.19%. EUR/USD (^EURUSD) is down -0.24%. USD/JPY (^USDJPY) is up +0.11%.
Mar 10-year T-note prices (ZNH17 unch) are down -1 tick.
German Oct factory orders surged +4.9% m/m, stronger than expectations of +0.6% m/m and the largest monthly increase in 2-1/4 years.
U.S. STOCK PREVIEW
Key U.S. news today includes: (1) revised Q3 non-farm productivity (expected +3.3%, prelim-Q3 +3.1%) and revised Q3 unit labor costs (expected unrevised at +0.3%), (2) Oct trade balance (expected -$42.0 billion, Sep -$36.4 billion), (3) Oct factory orders (expected +2.5%, Sep +0.3% and +0.6% ex transportation).
Russell 1000 earnings reports today include: Toll Brothers (consensus $0.99), AutoZone (9.31), Michaels Cos (0.43), HD Supply Holdings (0.82).
U.S. IPO's scheduled to price today: Polar Power (POLA),
Equity conferences during the remainder of this week include: Raymond James Technology Investors Conference on Mon-Tue, UBS Global Media and Communications Conference on Mon-Wed, Barclays Gaming, Lodging, Leisure, Restaurant & Food Retail Conference on Tue, Cowen & Co Ultimate Energy Conference on Tue, Wells Fargo Securities Energy Symposium on Tue, Goldman Sachs U.S. Financial Services Conference on Tue-Wed, Wells Fargo Pipeline, MLP and Utility Symposium on Wed, Citi Global Health Care Conference on Wed-Thu, Barclays Global Technology, Media and Telecommunications Conference on Wed-Thu, Bernstein Consumer Summit on Wed-Thu, Capital One Southcoast Energy Conference on Wed-Thu, ACI European Biopolymer Summit on Thu.
OVERNIGHT U.S. STOCK MOVERS
Roper Technologies (ROP -0.37%) will buy Deltek for about $2.8 billion.
Nike (NKE +2.75%) was downgraded to 'Market Perform' from 'Outperform' at Cowen.
Pandora Media (P +0.30%) was upgraded to 'Outperform' from 'Market Perform' at Oppenheimer with an 18-month target price of $18.
McCormick (MKC +0.61%) was rated a 'Buy' at Vertical Group with a price target of $1.09.
Tyson Foods (TSN +0.39%) was rated a 'Buy' at Vertical Group with a price target of $67.
Bob Evans Farms (BOBE +2.30%) jumped over 5% in after-hours trading after it reported Q2 adjusted EPS of 56 cents, above consensus of 45 cents, and then raised guidance on 2017 adjusted EPS to $2.15-$2.30 from an August 31 view of $2.05-$2.20.
Kinder Morgan (KMI +0.47%) gained over 1% in after-hours trading after it said it sees a 50 cent a share dividend in 2017 and "delivering additional value to its shareholders in 2018."
Coupa Software (COUP -1.03%) climbed 6% in after-hours trading after it reported a Q3 adjusted loss of -22 cents a share, narrower than consensus of -47 cents, and said it sees a Q4 adjusted EPS loss of -16 cents to -19 cents, smaller than consensus of-23 cents.
Rent-A-Center (RCII +3.30%) slid 3% in after-hours trading after it said CFO Guy J. Constant resigned his position effective last Friday.
Lexicon Pharmaceuticals (LXRX +4.41%) tumbled over 12% in after-hours trading after a Phase 2 study of sotagliflozin did not reach statistical significance in young adults with Type 1 Diabetes.
Forum Energy Technologies (FET +5.22%) fell 5% in after-hours trading after it announced a public offering of 7 million shares of common stock.
TherapeuticsMD (TXMD +0.65%) surged almost 20% in after-hours trading after a Phase 3 trial of its TX-001HR drug met co-primary goals at multiple doses in postmenopausal women with moderate to severe vasomotor symptoms.
MARKET COMMENTS
Dec E-mini S&Ps (ESZ16 +0.03%) this morning are up +1.00 point (+0.05%). Monday's closes: S&P 500 +0.58%, Dow Jones +0.24%, Nasdaq +0.82%. The S&P 500 on Monday closed higher on carry-over support from a rally in European stocks to a 3-week high on reduced concern about contagion of political risks from Italy to Europe. U.S. stocks were also boosted by signs of U.S. economic strength after the Nov ISM non-manufacturing index rose +2.4 to 57.2, stronger than expectations of +0.7 to 55.5 and the fastest pace of expansion in 13 months. Energy producer stocks received a boost as the price of crude oil rose to a 16-1/2 month high.
Mar 10-year T-notes (ZNH17 unch) this morning are down -1 tick. Monday's closes: TYH7 unch, FVH7 -3.00. Mar 10-year T-note futures on Monday closed little changed. T-note prices were undercut by reduced safe-haven demand after the failure of the Italian constitutional reform referendum didn't cause much consternation and after U.S. stocks rallied. T-note prices were also undercut by the larger-than-expected increase in the Nov ISM non-manufacturing index to its fastest pace of expansion in 13 months (+2.4 to 57.2). T-notes found some support after St. Louis Fed President Bullard said a single 25 bp increase in the fed funds rate "will get us very close" to the interest rate path recommended by the St. Louis Fed through 2019.
The dollar index (DXY00 +0.19%) this morning is up +0.190 (+0.19%). EUR/USD (^EURUSD) is down -0.0026 (-0.24%). USD/JPY (^USDJPY) is up +0.12 (+0.11%). Monday's closes: Dollar index -0.680 (-0.67%), EUR/USD +0.0100 (+0.94%), USD/JPY +0.34 (+0.30%). The dollar index on Monday closed lower on reduced safe-haven demand for the dollar after stocks recovered losses and moved higher as a 'No' vote for Italy's constitutional reforms was already factored into the market. EUR/USD rebounded from a 1-1/2 year low and rallied to a 2-week high on signs of economic strength in the Eurozone that may keep the ECB from expanding stimulus after Eurozone Oct retail sales rose +1.1% m/m, the biggest monthly increase in 2 years.
Jan WTI crude oil prices (CLF17 -1.08%) this morning are down -44 cents (-0.85%) and Jan gasoline (RBF17 -0.25%) is +0.0008 (+0.05%) . Monday's closes: Jan crude +0.11 (+0.20%), Jan gasoline -0.0101 (-0.65%). Jan crude oil and gasoline on Monday settled mixed with Jan crude at a 16-1/2 month high. Crude oil prices were boosted by the slide in the dollar index to a 2-week low and by continued support from last Wednesday's OPEC production cut agreement. Crude oil prices were undercut by news of a +200,000 bpd increase in OPEC Nov crude production to a record 34.160 million bpd.
GLOBAL EVENT CALENDAR12/06/2016
Tuesday, Dec 6
US0830 ETRevised Q3 non-farm productivity expected +3.3%, prelim-Q3 +3.1%. Revised Q3 unit labor costs expected unrevised at +0.3%.
0830 ETOct trade balance expected -$42.0 billion, Sep -$36.4 billion.
1000 ETOct factory orders expected +2.5%, Sep +0.3% and +0.6% ex transportation.
Wednesday, Dec 7
US0700 ETWeekly MBA mortgage applications, previous -9.4% with purchase sub-index -0.2% and refi sub-index -16.2%.
1000 ETOct JOLTS job openings expected +14,000 to 5.500 million, Sep +33,000 to 5.486 million.
1030 ETEIA Weekly Petroleum Status Report.
1500 ETOct consumer credit expected +$18.5 billion, Sep +$19.292 billion.
U.S. STOCK CALENDAR12/06/2016
CompanyTickerTimeEvent DescriptionPeriodEstimate
AutoZone IncAZO USBef-mktQ1 2017 Earnings ReleaseQ1 20179.311
Toll Brothers IncTOL USBef-mktQ4 2016 Earnings ReleaseQ4 20160.989
Michaels Cos Inc/TheMIK USBef-mktQ3 2017 Earnings ReleaseQ3 20170.43
HD Supply Holdings IncHDS US6:00Q3 2017 Earnings ReleaseQ3 20170.818
Fastenal CoFAST US7:00November 2016 Sales and Revenue Release2016
Pitney Bowes IncPBI US8:00Analyst DayY 2016
HD Supply Holdings IncHDS US8:00Q3 2017 Earnings CallQ3 2017
Tesoro CorpTSO US9:00Investor and Analyst DayY 2016
L-3 Communications Holdings IncLLL US9:00Investor ConferenceY 2016
Michaels Cos Inc/TheMIK US9:00Q3 2017 Earnings CallQ3 2017
AutoZone IncAZO US10:00Q1 2017 Earnings CallQ1 2017
Principal Financial Group IncPFG US10:00Q4 2017 Guidance CallQ4 2017
Toll Brothers IncTOL US11:00Q4 2016 Earnings CallQ4 2016
Western Digital CorpWDC US11:30Investor DayY 2016
Autodesk IncADSK US11:30Investor DayY 2016
Harman International Industries IncHAR USAnnual General MeetingY 2016
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Monday, May 9, 2016

MORNING CALL 5/9

MORNING CALL

OVERNIGHT MARKETS AND NEWS
Jun E-mini S&Ps (ESM16 +0.29%) are up +0.24% and European stocks are up +1.48% as a +2.15% rally in crude oil (CLM16 +1.34%) boosts energy producing stocks. The ongoing wildfire in Alberta, Canada has cut Canadian oil production by about 1 million bpd and has underpinned oil prices. Another positive for European stocks was the bigger-than-expected increase in Eurozone May Sentix investor confidence. On the negative side, however, copper prices (HGN16 -1.51%) dropped -1.53% to a 3-1/2 week low which has undercut mining stocks with Rio Tinto Group and Glencore Plc both down at last 3%. In addition, China Apr exports unexpectedly fell and China Apr imports fell for the 18th month in a row. Asian stocks settled mixed: Japan +0.68%, Hong Kong +0.23%, China -2.79%, Taiwan -0.18%, Australia +0.54%, Singapore +1.29%, South Korea -0.44%, India +1.82%. Chinese stocks were pressured by the weak Chinese trade data as the Shanghai Composite fell to a 1-3/4 month low, while Japanese stocks finished higher as exporters rallied after USD/JPY climbed to a 1-week high, which improves the earnings prospects of exporter companies.
The dollar index (DXY00 +0.19%) is up +0.13% at a 1-week high. EUR/USD (^EURUSD) is down -0.13% at a 1-week low. USD/JPY (^USDJPY) is up +0.88% at a 1-week high.
Jun T-note prices (ZNM16 +0.12%) are up +1.5 ticks.
Speaking at the International Financial Services Forum in London, Chicago Fed President Evans said that U.S. economic fundamentals are "good" and "wait and see" stance for monetary policy is appropriate. He said the U.S. economy should grow at a 2.5% pace for the rest of 2016, which "should support a gradual resumption of U.S. policy rate increases later this year."
New York Fed President Dudley said that while Friday's U.S. employment report was "a touch softer," it won't affect his economic outlook and that it remains a "reasonable expectation" that the Fed will raise interest rates twice this year.
The Eurozone May Sentix investor confidence rose +0.5 to 6.2, stronger than expectations of +0.3 to 6.0.
The China Apr trade balance widened to a surplus of +$45.56 billion, bigger than expectations of +$40.00 billion. Apr exports unexpectedly fell -1.8%y/y weaker than expectations of no change, and Apr imports fell -10.9% y/y, weaker than expectations of -4.0% y/y.

U.S. STOCK PREVIEW
Key U.S. news today includes: (1) Chicago Fed President Charles Evans speaks on a panel with ECB Vice President Vitor Constancio at the International Financial Services Forum in London, (2) Minneapolis Fed President Neel Kashkari speaks at an Economic Club of Minnesota luncheon.
There are 6 of the S&P 500 companies that report earnings today: Tyson Foods (consensus $0.96), HCP (0.69), AES (0.20), Xcel Energy (0.47), International Flavors & Fragrances (1.40), Dun & Bradstreet (0.97).
U.S. IPO's scheduled to price today: none.
Equity conferences this week include: Morgan Stanley E&P and Oil Services Conference on Mon, Deutsche Bank Clean Tech, Utilities and Power Conference on Mon, Goldman Sachs Global Staples Forum on Tue, Bank of America Merrill Lynch Global Metals, Mining & Steel Conference on Tue, Credit Suisse REIT Conference on Tue, Wells Fargo Securities Gaming, Leisure & Restaurants Conference on Tue, Sterne Agee CRT Business Services Conference on Tue, The Boston Industrial and Environmental Services Conference on Tue, Citi Global Energy and Utilities Conference on Tue-Wed, Oppenheimer Industrial Growth Conference on Tue-Wed, Wells Fargo Industrial and Construction Conference on Tue-Wed, Bank of America Merrill Lynch Health Care Conference on Tue-Thu, Jefferies Technology, Media and Telecom Conference on Wed-Thu, Mitsubishi UFJ Oil & Gas Conference on Thu, Morgan Stanley Refining Corporate Access Day on Thu, RBC Capital Markets Aerospace & Defense Investor Day on Thu.
OVERNIGHT U.S. STOCK MOVERS
Tyson Foods (TSN +1.31%) rose nearly 3% in pre-market trading after it reported Q2 adjusted EPS of $1.07, higher than consensus of 96 cents, and then raised guidance on full-year adjusted EPS to $4.20-$4.30 from a prior estimate of $3.85-$3.95, above consensus of $4.06.
Altria Group (MO +0.14%) was upgraded to 'Buy' from 'Hold' at Argus Research with a price target of $68.
LabStyle Innovations (DRIO +3.45%) was rated a new 'Buy' at Rodman & Renshaw with a 12-month price target of $12.
Silver Wheaton (SLW +2.74%) reported Q1 EPS of 10 cents, below consensus of 12 cents.
LendingClub (LC +3.65%) slumped 16% in pre-market trading after CEO Renaud Laplanch resigned following an internal review of $22 million in near-prime loans to a single investor.
Flotek Industries (FTK +1.13%) was upgraded to 'Buy' from 'Speculative Buy' ay Seaport Global Securities with a 12-month price target of $13.
Comerica (CMA unch) was upgraded to 'Outperform' from 'Market Perform' at Raymond James.
Kronos Worldwide (KRO +4.38%) reported a Q1 EPS loss of -3 cents, a smaller loss than consensus of -13 cents,
Apollo Education Group (APOL +1.47%) climbed nearly 2% in after-hours trading after Apollo Education shareholders approved a $10 a share offer from a group led by Apollo Global Management.
Beazer Homes (BZH +0.42%) gained over 1% in after-hours trading after the chairman of the company, Stephen Zelnak, disclosed a purchase of 55,000 shares May 4-5.
NorthStar Realty Finance (NRF +2.28%) jumped almost 6% in after-hours trading after Colony Capital said it is in exclusive negotiations with NorthStar Asset Management Group and NRF for a tri-party all stock "at the market" business combination.
NorthStar Asset Management Group (NSAM +1.01%) surged over 15% in after-hours trading after Colony Capital said it is in exclusive negotiations with NSAM and NorthStar Realty for a tri-party all stock "at the market" business combination.
MARKET COMMENTS
June E-mini S&Ps (ESM16 +0.29%) this morning are up +5.00 points (+0.24%). Friday's closes: S&P 500 +0.32%, Dow Jones +0.45%, Nasdaq +0.48%. The S&P 500 on Friday rebounded from a 1-month low and closed higher on reduced interest rate concerns as the weaker than expected U.S. Apr non-farm payrolls may keep the Fed from raising interest rates this year. Stocks also received a boost from the +$29.647 billion increase in U.S. Mar consumer credit, much stronger than expectations of +$16.0 billion and the largest increase on record (data from 1943). Stocks were undercut by the weak +160,000 April payroll report and by Friday's -2.82% drop in the Shanghai Composite to a 2-week low.
June 10-year T-note prices (ZNM16 +0.12%) this morning are up +1.5 ticks. Friday's closes: TYM6 -6.50, FVM6 -3.50. Jun T-notes on Friday retreated from a 3-1/2 week high and closed lower on reduced safe-haven demand after stocks recovered from an early 1-month low. T-notes initially rallied to a 3-1/2 week high after U.S. Apr non-farm payrolls rose less than expected.
The dollar index (DXY00 +0.19%) this morning is up +0.126 (+0.13% at a 1-week high. EUR/USD (^EURUSD) is down -0.0015 (-0.13%) at a 1-week low. USD/JPY (^USDJPY) is up +0.94 (+0.88%) at a 1-week high. Friday's closes: Dollar Index +0.601 (+0.64%), EUR/USD -0.0001 (-0.01%), USD/JPY-0.14 (-0.13%). The dollar index on Friday closed higher on the stronger-than-expected U.S. Apr average hourly earnings report and the stronger-than-expected U.S. Mar consumer credit report of +$29.674 billion.
June WTI crude oil (CLM16 +1.34%) this morning is up +96 cents (+2.15%). June gasoline (RBM16 +0.29%) is up +0.0126 (+0.84%). Friday's closes: CLM6 +0.34 (+0.77%), RBM6 +0.0048 (+0.32%). Jun crude oil and gasoline on Friday recovered from early losses and closed higher on the outlook for reduced U.S. oil production after Baker Hughes reported a -4 rig drop in the number of active U.S. oil rigs to a 6-1/2 year low of 328 rigs. Gains were limited by the weak U.S. payroll report.
GLOBAL EVENT CALENDAR05/09/2016
US0510 ETChicago Fed President Charles Evans speaks on a panel with ECB Vice President Vitor Constancio at the International Financial Services Forum in London.
1100 ETUSDA weekly grain export inspections.
1300 ETMinneapolis Fed President Neel Kashkari speaks at an Economic Club of Minnesota luncheon.
1600 ETUSDA Weekly Crop Progress.
JPN0100 ETJapan Apr consumer confidence index expected -1.0 to 40.7, Mar 41.7.
GER0200 ETGerman Mar factory orders expected +0.6% m/m and +0.1% y/y, Feb -1.2% m/m and +0.5% y/y.
EUR0430 ETEurozone May Sentix investor confidence expected +0.3 to 6.0, Apr 5.7.
UK0330 ETUK Apr Halifax house prices expected -0.3% m/m and +9.6% 3-mon y/y, Mar +2.6% m/m and +10.1% 3-mon y/y.
1901 ETUK Apr BRC sales like-for-like expected +0.5% y/y, Mar -0.7% y/y.
CHI2130 ETChina Apr CPI expected +2.3% y/y, Mar +2.3% y/y. Apr PPI expected -3.7% y/y, Mar -4.3% y/y.
n/aChina Apr new yuan loans expected +815.0 billion yuan, Mar +1.37 trillion yuan.
U.S. STOCK CALENDAR05/09/2016
CompanyTickerTimeEvent DescriptionPeriodEstimate
HCP IncHCP USBef-mktQ1 2016 Earnings ReleaseQ1 20160.69
AES Corp/VAAES USBef-mktQ1 2016 Earnings ReleaseQ1 20160.203
Xcel Energy IncXEL USBef-mktQ1 2016 Earnings ReleaseQ1 20160.465
Tyson Foods IncTSN US7:30Q2 2016 Earnings ReleaseQ2 20160.955
Pitney Bowes IncPBI US9:00Annual General MeetingY 2016
AES Corp/VAAES US9:00Q1 2016 Earnings CallQ1 2016
Tyson Foods IncTSN US9:00Q2 2016 Earnings CallQ2 2016
Masco CorpMAS US10:00Annual General Meeting
Xcel Energy IncXEL US10:00Q1 2016 Earnings CallQ1 2016
Martin Marietta Materials IncMLM US11:00Analyst and Investor DayY 2016
HCP IncHCP US12:00Q1 2016 Earnings CallQ1 2016
International Paper CoIP US12:00Annual General Meeting
Baxter International IncBAX US13:00Investor ConferenceY 2016
Gap Inc/TheGPS US16:15April 2016 Sales and Revenue Release2016
International Flavors & Fragrances IncIFF USAft-mktQ1 2016 Earnings ReleaseQ1 20161.4
Dun & Bradstreet Corp/TheDNB USAft-mktQ1 2016 Earnings ReleaseQ1 20160.969
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Wednesday, September 16, 2015

BARCHART MORNING CALL 9/16

OVERNIGHT MARKETS AND NEWS
December E-mini S&Ps (ESZ15 -0.08%) are down -0.10% as the FOMC heads into its two-day policy meeting that begins today and decides whether to raise interest rates for the first time in 9-years. European stocks are up +1.24% on a possible increase in M&A Activity as SABMiller soared 21% after it said that AB InBev intends to make a takeover proposal. Emerging market stocks rose as Chinese stocks surged in the last hour of trade to close up nearly 5% and snap a two-day slump. Asian stocks closed higher: Japan +0.81%, Hong Kong +2.38%, China +4.89%, Taiwan +0.89%, Australia +1.50%, Singapore +0.94%, South Korea +2.22%, India +1.00%.
The dollar index (DXY00 +0.19%)is up +0.19%. EUR/USD (^EURUSD) is down -0.47% on dovish comments from ECB Vice President Constancio and ECB Governing Council member Nowotny who both said the ECB could expand QE. USD/JPY (^USDJPY) is +0.12% as the yen weakened after S&P downgraded Japan's credit rating.
Dec T-note prices (ZNZ15 -0.04%)are down -1.5 ticks.
ECB Vice President Constancio said that the ECB has the scope to expand QE if needed as "we are very far from what the major central banks done."
ECB Governing Council member Nowotny said that weak Eurozone inflation is a "big problem for the ECB" and that an extension or an increase in volume of the ECB's asset purchases "is thinkable."

Standard & Poor's cut Japan's long-term credit rating one level to A+, saying the government's economic revival strategy-dubbed "Abenomics"- "will not be able to reverse this deterioration in the next two to three years."
In an attempt to quell capital outflows, the National Development and Reform Commission, China's top planning agency, said it will remove quotas for companies to raise funds in overseas bond and loan markets. China's foreign-exchange reserves plunged a record -$93.9 billion last month after the PBOC intervened to support the yuan following the Aug 11 devaluation.
U.S. STOCK PREVIEW
Key U.S. news today includes: (1) weekly MBA mortgage applications (previous -6.2% with purchase sub-index -0.9% and refi sub-index -9.9%), (2) Aug CPI (expected -0.1% m/m and +0.2% y/y, Jul +0.1% m/m and +0.2% y/y) and Aug CPI ex food & energy (expected +0.1% m/m and +1.9% y/y, Jul +0.1% m/m and +1.8% y/y), (3) Sep NAHB housing market index (expected unch at 61, Aug +1 to 61), (4) the first day of the FOMC's 2-day policy meeting.
Two of the Russell 1000 companies reports earnings today: FedEx (consensus $2.45), Oracle (0.52).
U.S. IPO's scheduled to price today include: Regenxbio Inc (RGNX), Paycom Software (PAYC).
Equity conferences during the remainder of this week include: Bank of America Merrill Lynch Power & Gas Leaders Conference on Wed-Thu, Citi 2015 Industrials Conference on Wed-Thu, Deutsche Bank Technology Conference on Wed-Thu, Morgan Stanley Industrials Conference on Wed-Thu, Barclays Capital Global Financial Services Conference on Wed-Fri, Credit Suisse Basic Materials Conference on Wed-Fri, Goldman Sachs Communacopia Conference on Wed-Fri, Morgan Stanley Global Healthcare Conference on Wed-Fri, Bank of America Merrill Lynch Global Health Care Conference on Thu, Imperial Capital Global Opportunities Conference on Thu, and AACR CRI-CIMT-EATI Immunotherapy Conference on Thu-Fri.



OVERNIGHT U.S. STOCK MOVERS
FedEx (FDX +2.51%) reported Q1 EPS of $2.42, weaker than consensus of $2.46.
Carter's (CRI +0.85%) was downgraded to 'Neutral' from 'Overweight' at Piper Jaffray.
Oracle (ORCL +1.14%) was upgraded to 'Buy' from 'Neutral' at SunTrust.
Hasbro (HAS +1.93%) was initiated with a 'Buy' at Sterne Agee CRT with a price target of $84.
LinkedIn (LNKD +0.61%) was upgraded to 'Hold' from 'Sell' at Brean Capital.
SanDisk (SNDK +0.70%) was downgraded to 'Neutral' from 'Buy' at Goldman Sachs.
AMC Networks (AMCX +2.49%) rose over 2% in after-hours trading after Bloomberg reported that AMC is in talks to acquire Starz (STRZA +1.39%) .
Gabelli reported a 6.8% stake in Madison Square Garden (MSG +2.66%) .
Vertex (VRTX +0.44%) was initiated with a 'Buy' at Nomura with a price target of $162.
DENTSPLY International (XRAY +1.36%) and Sirona Dental Systems (SIRO +1.24%) announced that the Boards of Directors of both companies have unanimously approved a definitive merger agreement under which the companies will combine in an all-stock merger of equals.
Genuine Parts (GPC +2.24%) was initiated with a 'Buy' at Jefferies with a price target of $95.
O'Reilly Automotive (ORLY +2.10%) was initiated with a 'Buy' at Jefferies with a price target of $290.
Six Flags (SIX -0.04%) was initiated with a 'Buy' at Janney Capital with a price target of $55.
Yandex (YNDX +1.58%) was upgraded to 'Neutral' from 'Sell' at Goldman Sachs.
United Natural Foods (UNFI +1.56%) reported Q4 EPS of 72 cents, right on consensus.
MARKET COMMENTS
Dec E-mini S&Ps (ESZ15 -0.08%) this morning are down -2.00 points (-0.10%). Tuesday's closes: S&P 500 +1.28%, Dow Jones +1.40%, Nasdaq +1.20%. The S&P 500 on Tuesday closed higher on indications that U.S. consumers are still engaging in some spending despite the stock market correction as U.S. Aug retail sales rose by +0.2% and +0.1% ex autos, though weaker than expectations of +0.3% and +0.2% ex autos. The stock market was also boosted by hopes the Fed will defer a rate hike decision after the -0.4% decline in Aug industrial production. Energy producers rallied as the price of crude oil rose.
Dec 10-year T-notes (ZNZ15 -0.04%) this morning are down -1.5 ticks. Tuesday's closes: TYZ5 27.00, FVZ5 -15.50. Dec T-notes Tuesday fell to a 3-1/2 week low and closed lower on the close-to-expected increase in U.S. Aug retail sales and the rally in stocks.
The dollar index (DXY00 +0.19%) this morning is up +0.180 (+0.19%). EUR/USD (^EURUSD) is down -0.0053 (-0.47%). USD/JPY (^USDJPY) is up +0.14 (+0.12%). Tuesday's closes: Dollar Index +0.365 (+0.38%), EUR/USD -0.0048 (-0.42%), USD/JPY +0.19 (+0.16%). The dollar index on Tuesday closed higher on the increase in U.S. Aug retail sales, which bolstered the case for a Fed interest rate increase. In addition, EUR/USD saw weakness after the German Sep ZEW survey expectations of economic growth fell more than expected to a 10-month low.
Oct crude oil (CLV15 +1.35%) this morning is up +76 cents (+1.70%) and Oct gasoline (RBV15 +1.02%) is up +0.0206 (+1.55%). Tuesday's closes: CLV5 +0.59 (+1.34%), RBV5 +0.0336 (+2.58%). Oct crude oil and gasoline on Tuesday closed higher on (1) expectations that Wednesday’s weekly EIA data will show crude supplies at Cushing, OK, delivery point of WTI futures, fell -1.0 million bbl, and (2) the plan by the House of Representatives to vote in the coming weeks on ending the 40-year-old ban on U.S. crude exports.
GLOBAL EVENT CALENDAR09/16/2015
US0700 ETWeekly MBA mortgage applications, previous -6.2% with purchase sub-index -0.9% and refi sub-index -9.9%.
0830 ETAug CPI expected -0.1% m/m and +0.2% y/y, Jul +0.1% m/m and +0.2% y/y. Aug CPI ex food & energy expected +0.1% m/m and +1.9% y/y, Jul +0.1% m/m and +1.8% y/y.
1000 ETSep NAHB housing market index expected unch at 61, Aug +1 to 61.
1030 ETEIA Weekly Petroleum Status Report.
1100 ETFOMC begins 2-day policy meeting.
JPN0200 ETRevised Japan Aug machine tool orders, previous -16.5% y/y.
1950 ETJapan Aug trade balance expected -540.0 billion yen, Jul -268.4 billion yen. Aug exports expected +4.3% y/y, Jul +7.6% y/y. Aug imports expected -2.5% y/y, Jul -3.2% y/y.
UK0430 ETUK Aug jobless claims change expected -5,000, Jul -4,900. Aug claimant count rate expected unch at 2.3%.
0430 ETUK Jul avg weekly earnings expected +2.5% 3-mo avg y/y, Jun +2.4% 3-mo avg y/y. UK Jul weekly earnings ex-bonus expected +2.9% 3-mo avg y/y, Jun +2.8% 3-mo avg y/y.
0430 ETUK Jul ILO unemployment rate expected +5.6% in the 3-months through Jul, Jun +5.6% in the 3-months through Jun.
EUR0500 ETRevised Eurozone Aug CPI, previous+0.2% y/y. Revised Aug core CPI, previous +1.0% y/y.
0500 ETEurozone Q2 labor costs, Q1 +2.2% y/y
U.S. STOCK CALENDAR09/16/2015
CompanyTickerTimeEvent DescriptionPeriodEstimate
FedEx CorpFDX US7:30Q1 2016 Earnings ReleaseQ1 20162.454
Pitney Bowes IncPBI US8:00Analyst DayY 2015
FedEx CorpFDX US8:30Q1 2016 Earnings CallQ1 2016
Under Armour IncUA US9:45Investor DayY 2015
Oracle CorpORCL US17:00Q1 2016 Earnings CallQ1 2016
Oracle CorpORCL USAft-mktQ1 2016 Earnings ReleaseQ1 20160.523
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Thursday, July 30, 2015

BARCHART MORNING CALL 7/30

OVERNIGHT MARKETS AND NEWS
Sep E-mini S&Ps (ESU15 -0.06%) this morning are little changed while the EuroStoxx 50 index is up +0.47%. European stocks are higher on the rise in Eurozone economic confidence to a new 4-year high and positive earnings news. European stocks are broadly higher today with 16 of the 19 EuroStoxx 600 sectors showing gains, led by technology and oil and gas. Meanwhile, the Shanghai Composite Index today fell by -2.20%, giving back some of Wednesday's +3.44% upward rebound. Facebook is down -2.3% this morning after its Q2 earnings report late yesterday.
The markets this morning are mainly looking ahead to today's U.S. Q2 GDP report, which is expected to improve to +2.5% after the dismal -0.2% performance in Q1.
Asian stocks today closed mixed: Japan +1.08%, Hong Kong -0.49%, China -2.20%, Taiwan +1.03%, Australia +0.81%, Singapore -1.05%, South Korea -0.96%, India +0.51%, Turkey +0.18%.
The dollar index (DXY00 +0.36%) this morning is up +0.341 (+0.35%) while EUR/USD (^EURUSD) is down -0.0022 (-0.20%) and USD/JPY (^USDJPY) is +0.40% (+0.32%). The dollar index is seeing some continued strength today on expectations for a decent U.S. GDP report and yesterday's slightly more hawkish FOMC post-meeting statement. Sep 10-year T-note prices (ZNU15 -0.18%) are down -8 ticks on reduced safe-haven demand and caution ahead of this today's U.S. GDP report.
Commodity prices are up +0.30% this morning. Sep crude oil (CLU15 +0.51%) this morning is up +0.45 (+0.92%) and Sep gasoline (RBU15 +1.59%) is up +0.0357 (+2.03%) on carry-over support from yesterday's EIA report that featured a -4.2 million bbl drop in U.S. crude oil inventories and a -1.5% drop in U.S. oil production.
Metals prices are lower this morning with Aug gold (GCQ15 -0.71%) down -6.6 (-0.60%), Sep silver (SIU15 -0.87%) down -0.108 (-0.73%), and Sep copper (HGU15 -1.64%) down -0.018 (-0.73%). Grains and softs are mostly higher.
The European Commission's July index of executive and consumer sentiment rose by +0.5 points to a new 4-year high from 103.5 in June, stronger than market expectations for a -0.3 point decline to 103.2. The July industrial confidence index rose to -2.9 from -3.4 in June. July service sector confidence rose to 8.9 from 7.9. European confidence in July received a boost from Greece's preliminary agreement to reform conditions that should lead to a 3-year bailout agreement and avoid the chance of Greece leaving the Eurozone.
U.S. STOCK PREVIEW
Key U.S. news today includes: (1) weekly initial unemployment claims (expected +15,000 to 270,000 after last week's -26,000 to 255,000) and continuing claims (expected -2,000 to 2.205 million after last week's -9,000 to 2.207 million), (2) Q2 GDP (expected +2.5% q/q annualized after Q1's -0.2%), and (3) the Treasury's auction of $29 billion of 7-year T-notes.
There are 54 of the S&P 500 companies that report earnings today with notable reports including: Procter & Gamble (consensus $0.95), ADP (9.59), Coca-Cola Enterprises (0.76), Valero (2.42), CME Group (0.92), Time Warner Cable (1.80), Marathon Petroleum (1.75), Amgen (2.43), Electronic Arts (0.03), Fluor (1.06), Expedia (0.86).
U.S. IPO's scheduled to price today include: TerraForm Global (GLBL), NEP Group (NEPG), Aqua Metals (AQMS), EyeGate Pharmaceuticals (EYEG), Riverbanc Multifamily Investor (RMI).
Equity conferences this week: none.

Sep E-mini S&Ps this morning are little changed with support from a +0.47% rally in European stocks but downward pressure from today's -2.20% sell-off in the China Shanghai index. Wednesday's closes: S&P 500 +0.73%%, Dow Jones +0.69%, Nasdaq +0.44%. The S&P 500 on Wednesday extended Tuesday’s upward rebound on the +3.4% rally in the Chinese Shanghai stock index and relief that the FOMC in its post-meeting statement left its interest rate guidance virtually unchanged and did not adopt language to indicate that a rate hike is likely at the next meeting in September. Stock prices were undercut, however, by the weak June U.S. pending home sales report of -1.8% m/m versus expectations of +0.9%.
OVERNIGHT U.S. STOCK MOVERS
  • Positive SPX earnings reports this morning include: ConocoPhillips (COP +1.26%) ($0.07 vs consensus of $0.04), Air Products (APD +0.99%) (1.65 vs 1.58), Cigna (CI -0.32%) (2.55 vs 2.25), Helmerich & Payne (HP +3.51%) (0.27 vs 0.12), Stanley Black & Decker (SWK +1.88%) (1.49 vs 1.44), Allegion (ALLE +2.18%) (0.71 vs 0.706), Alexion Pharma (ALXN -2.35%) (1.44 vs 1.39), Starwood Hotels (HOT +2.42%) (0.84 vs 0.74), Pitney Bowes (PBI +0.87%) (0.45 vs 0.44), Procter & Gamble (PG +0.49%) (1.00 vs 0.95), Cardinal Health (CAH +0.80%) (1.00 vs 0.99), DENTSPLY (XRAY +2.21%) (0.73 vs 0.68), Sealed Air (AEE +0.79%) (0.60 vs 0.53), CME Group (CME +0.88%) (0.97 vs 0.92), Delphi Automotive (DLPH +1.36%) (1.34 vs 1.339), Valero (VLO +1.49%) (2.66 vs 2.42), Coca-Cola (CCE +1.90%) (0.79 vs 0.76), SCANA (SCG +1.03%) (0.69 vs 0.67), Invesco (IVZ +1.18%) (0.62 vs 0.618).
  • Negative SPX earnings reports this morning include: TECO Energy (TE +0.51%) (0.26 vs 0.267), Ball Corp (BLL +1.61%) (0.89 vs 0.94), Time Warner (TWC +0.12%) (1.54 vs 1.80), Xcel Energy (XEL +0.42%) (0.39 vs 0.396), L-3 Communications (LLL +2.02%) (1.41 vs 1.71), Colgate-Palmolive (CL +0.79%) (0.70 vs 0.704), Occidental Petroleum (OXY +1.78%) (0.21 vs 0.225), Sigma-Aldrich (SIAL -0.04%) (1.01 vs 1.103), Marathon Petroleum (MPC +2.38%) (1.51 vs 1.75), Zimmer Biomet Holdings (ZBH +0.47%) (1.12 vs 1.57).
  • On positive earnings news late yesterday, Skechers (SKX +3.12%) rallied 10%, Teradyne (TER +0.27%) rallied 6%, and Lam Research (LRCX -0.10%) rallied +1.5%.
  • On negative earnings news late yesterday, Facebook (FB +1.78%) fell -3%, Whole Foods (WFM -0.29%) fell 11%, Lifelock (LOCK +11.15%) fell 7%, La Quinta (LQ +2.45%) fell 3%, and Whiting Petroleum (WLL +7.02%) fell 5%.
MARKET COMMENTS
Sep 10-year T-note prices are down -8 ticks on reduced safe-haven demand and caution ahead of this today's U.S. GDP report. Wednesday's closes: TYU5 -6, FVU5 -2.75. Sep 10-year T-notes on Wednesday closed mildly lower on reduced safe-haven demand as Chinese and U.S. stocks rallied and on supply overhang as the Treasury sells $105 billion of T-notes this week. T-notes found support, however, on the weak pending home sales report and relief the FOMC did not move to a more hawkish post-meeting statement.
The dollar index this morning is up +0.341 (+0.35%) while EUR/USD is down -0.0022 (-0.20%) and USD/JPY is +0.40% (+0.32%). The dollar index is seeing some continued strength today on expectations for a decent U.S. GDP report and yesterday's slightly more hawkish FOMC post-meeting statement. Wednesday's closes: Dollar Index +0.20 (+0.21%), EUR/USD -0.0076 (-0.69%), USD/JPY +0.38 (+0.31%). The dollar index on Wednesday closed mildly higher on technical buying and the rally in Chinese and U.S. stocks. However, the dollar was undercut by the weak U.S. pending home sales report and the dovish FOMC post-meeting statement, which suggested that the Fed is in no hurry to raise interest rates.
Sep crude oil this morning is up +0.45 (+0.92%) and Sep gasoline is up +0.0357 (+2.03%) on carry-over support from yesterday's EIA report that featured a -4.2 million bbl drop in U.S. crude oil inventories and a -1.5% drop in U.S. oil production. Wednesday's closes: CLU5 +0.81 (+1.69%), RBU5 +0.0066 (+0.38%). Sep crude oil and gasoline on Wednesday closed higher on the rally in Chinese stocks and EIA's report of a -4.2 million bbl decline in U.S. crude oil inventories versus expectations for a +850,000 bbl build. Crude oil prices were also boosted by the EIA report's -1.5% drop in U.S. oil production in the week ended July 24 to 9.413 million bpd, which is down by -2.0% the 43-year high of 9.610 million bpd posted in the first week of June.
GLOBAL EVENT CALENDAR07/30/2015
US0830 ETWeekly initial unemployment claims expected +15,000 to 270,000, previous -26,000 to 255,000. Weekly continuing claims expected -2,000 to 2.205 million, previous -9,000 to 2.207 million.
0830 ETQ2 GDP expected +2.5% (q/q annualized), Q1 -0.2%. Q2 personal consumption expected +2.7%, Q1 +2.1%. Q2 GDP price index expected +1.5%, Q1 unch. Q2 core PCE deflator expected +1.6% q/q, Q1 +0.8% q/q.
0830 ETUSDA weekly Export Sales.
1300 ETTreasury auctions $29 billion of 7-year T-notes.
JPN0030 ETJapan Jun vehicle production, May -16.6% y/y.
1930 ETJapan Jun jobless rate expected unch at 3.3%. Jun job-to-applicant ratio expected +0.01 to 1.20, May 1.19.
1930 ETJapan Jun overall household spending expected +1.9% y/y, May +4.8% y/y.
1930 ETJapan Jun national CPI expected +0.3% y/y, May +0.5% y/y. Jun national CPI ex-fresh food expected unch y/y, May +0.1% y/y. Jun national CPI ex food & energy expected +0.4% y/y, May +0.4% y/y.
1930 ETJapan Jul Tokyo CPI expected +0.2% y/y, Jun +0.3% y/y. Jul Tokyo CPI ex-fresh food expected unch y/y, Jun +0.1% y/y. Jul Tokyo CPI ex food & energy expected +0.2% y/y, Jun +0.2% y/y.
GER0355 ETGerman Jul unemployment change expected -5,000, Jun -1,000. Jul unemployment rate expected unch at 6.4%.
0800 ETGerman Jul CPI (EU harmonized) expected +0.3% m/m and +0.1% y/y, Jun -0.2% m/m and +0.1% y/y.
EUR0500 ETEurozone Jul economic confidence expected -0.3 to 103.2, Jun 103.5. Jul business climate indicator expected +0.06 to 0.20, Jun 0.14.
0500 ETRevised Eurozone Jul consumer confidence, previous-1.5 to -7.1.
UK1905 ETUK Jul GfK consumer confidence expected -2 to 5, Jun 7.
U.S. STOCK CALENDAR07/30/2015
CompanyTickerTimeEvent DescriptionPeriodEstimate
Air Products & Chemicals IncAPD USBef-mktQ3 2015 Earnings ReleaseQ3 20151.581
Automatic Data Processing IncADP USBef-mktQ4 2015 Earnings ReleaseQ4 20150.593
Ball CorpBLL USBef-mktQ2 2015 Earnings ReleaseQ2 20150.94
Coca-Cola Enterprises IncCCE USBef-mktQ2 2015 Earnings ReleaseQ2 20150.756
Colgate-Palmolive CoCL USBef-mktQ2 2015 Earnings ReleaseQ2 20150.704
Helmerich & Payne IncHP USBef-mktQ3 2015 Earnings ReleaseQ3 20150.121
Starwood Hotels & Resorts Worldwide IncHOT USBef-mktQ2 2015 Earnings ReleaseQ2 20150.74
Host Hotels & Resorts IncHST USBef-mktQ2 2015 Earnings ReleaseQ2 20150.456
Occidental Petroleum CorpOXY USBef-mktQ2 2015 Earnings ReleaseQ2 20150.225
ConocoPhillipsCOP USBef-mktQ2 2015 Earnings ReleaseQ2 20150.037
Pinnacle West Capital CorpPNW USBef-mktQ2 2015 Earnings ReleaseQ2 20151.225
Pitney Bowes IncPBI USBef-mktQ2 2015 Earnings ReleaseQ2 20150.442
Procter & Gamble Co/ThePG USBef-mktQ4 2015 Earnings ReleaseQ4 20150.946
SCANA CorpSCG USBef-mktQ2 2015 Earnings ReleaseQ2 20150.67
Stanley Black & Decker IncSWK USBef-mktQ2 2015 Earnings ReleaseQ2 20151.443
TECO Energy IncTE USBef-mktQ2 2015 Earnings ReleaseQ2 20150.267
Cardinal Health IncCAH USBef-mktQ4 2015 Earnings ReleaseQ4 20150.986
Ensco PLCESV USBef-mktQ2 2015 Earnings ReleaseQ2 20151.026
BorgWarner IncBWA USBef-mktQ2 2015 Earnings ReleaseQ2 20150.829
Alexion Pharmaceuticals IncALXN USBef-mktQ2 2015 Earnings ReleaseQ2 20151.392
Iron Mountain IncIRM USBef-mktQ2 2015 Earnings ReleaseQ2 20150.538
Valero Energy CorpVLO USBef-mktQ2 2015 Earnings ReleaseQ2 20152.42
L-3 Communications Holdings IncLLL USBef-mktQ2 2015 Earnings ReleaseQ2 20151.711
CME Group Inc/ILCME USBef-mktQ2 2015 Earnings ReleaseQ2 20150.924
Time Warner Cable IncTWC USBef-mktQ2 2015 Earnings ReleaseQ2 20151.796
Xcel Energy IncXEL USBef-mktQ2 2015 Earnings ReleaseQ2 20150.396
Marathon Petroleum CorpMPC USBef-mktQ2 2015 Earnings ReleaseQ2 20151.746
Delphi Automotive PLCDLPH USBef-mktQ2 2015 Earnings ReleaseQ2 20151.339
Allegion PLCALLE USBef-mktQ2 2015 Earnings ReleaseQ2 20150.703
WestRock CoWRK USBef-mktQ3 2015 Earnings ReleaseQ3 20151.017
Cigna CorpCI US6:30Q2 2015 Earnings ReleaseQ2 20152.308
DENTSPLY International IncXRAY US7:00Q2 2015 Earnings ReleaseQ2 20150.683
Sealed Air CorpSEE US7:00Q2 2015 Earnings ReleaseQ2 20150.53
Xylem Inc/NYXYL US7:00Q2 2015 Earnings ReleaseQ2 20150.433
Invesco LtdIVZ US7:30Q2 2015 Earnings ReleaseQ2 20150.618
Zimmer Biomet Holdings IncZBH US7:30Q2 2015 Earnings ReleaseQ2 20151.566
Owens-Illinois IncOI US8:00Q2 2015 Earnings CallQ2 2015
Pitney Bowes IncPBI US8:00Q2 2015 Earnings CallQ2 2015
Stanley Black & Decker IncSWK US8:00Q2 2015 Earnings CallQ2 2015
MetLife IncMET US8:00Q2 2015 Earnings CallQ2 2015
Mondelez International IncMDLZ US8:00Q2 2015 Earnings ReleaseQ2 20150.394
Zimmer Biomet Holdings IncZBH US8:00Q2 2015 Earnings CallQ2 2015
Michael Kors Holdings LtdKORS US8:00Annual General MeetingY 2015
Automatic Data Processing IncADP US8:30Q4 2015 Earnings CallQ4 2015
Cigna CorpCI US8:30Q2 2015 Earnings CallQ2 2015
Procter & Gamble Co/ThePG US8:30Q4 2015 Earnings CallQ4 2015
Cardinal Health IncCAH US8:30Q4 2015 Earnings CallQ4 2015
DENTSPLY International IncXRAY US8:30Q2 2015 Earnings CallQ2 2015
Iron Mountain IncIRM US8:30Q2 2015 Earnings CallQ2 2015
CME Group Inc/ILCME US8:30Q2 2015 Earnings CallQ2 2015
Time Warner Cable IncTWC US8:30Q2 2015 Earnings CallQ2 2015
Delphi Automotive PLCDLPH US8:30Q2 2015 Earnings CallQ2 2015
Allegion PLCALLE US8:30Q2 2015 Earnings CallQ2 2015
Baxalta IncBXLT US8:30Business Update Call
Host Hotels & Resorts IncHST US9:00Q2 2015 Earnings CallQ2 2015
TECO Energy IncTE US9:00Q2 2015 Earnings CallQ2 2015
Unum GroupUNM US9:00Q2 2015 Earnings CallQ2 2015
Invesco LtdIVZ US9:00Q2 2015 Earnings CallQ2 2015
Xylem Inc/NYXYL US9:00Q2 2015 Earnings CallQ2 2015
WestRock CoWRK US9:00Q3 2015 Earnings CallQ3 2015
Williams Cos Inc/TheWMB US9:30Q2 2015 Earnings CallQ2 2015
BorgWarner IncBWA US9:30Q2 2015 Earnings CallQ2 2015
Air Products & Chemicals IncAPD US10:00Q3 2015 Earnings CallQ3 2015
Coca-Cola Enterprises IncCCE US10:00Q2 2015 Earnings CallQ2 2015
Lincoln National CorpLNC US10:00Q2 2015 Earnings CallQ2 2015
Occidental Petroleum CorpOXY US10:00Q2 2015 Earnings CallQ2 2015
Alexion Pharmaceuticals IncALXN US10:00Q2 2015 Earnings CallQ2 2015
Boston Properties IncBXP US10:00Q2 2015 Earnings CallQ2 2015
Marriott International Inc/MDMAR US10:00Q2 2015 Earnings CallQ2 2015
Sealed Air CorpSEE US10:00Q2 2015 Earnings CallQ2 2015
Mondelez International IncMDLZ US10:00Q2 2015 Earnings CallQ2 2015
Xcel Energy IncXEL US10:00Q2 2015 Earnings CallQ2 2015
Marathon Petroleum CorpMPC US10:00Q2 2015 Earnings CallQ2 2015
Ball CorpBLL US11:00Q2 2015 Earnings CallQ2 2015
Colgate-Palmolive CoCL US11:00Q2 2015 Earnings CallQ2 2015
Helmerich & Payne IncHP US11:00Q3 2015 Earnings CallQ3 2015
Ensco PLCESV US11:00Q2 2015 Earnings CallQ2 2015
O'Reilly Automotive IncORLY US11:00Q2 2015 Earnings CallQ2 2015
Valero Energy CorpVLO US11:00Q2 2015 Earnings CallQ2 2015
L-3 Communications Holdings IncLLL US11:00Q2 2015 Earnings CallQ2 2015
ConocoPhillipsCOP US12:00Q2 2015 Earnings CallQ2 2015
Pinnacle West Capital CorpPNW US12:00Q2 2015 Earnings CallQ2 2015
Starwood Hotels & Resorts Worldwide IncHOT US13:00Q2 2015 Earnings CallQ2 2015
Murphy Oil CorpMUR US13:00Q2 2015 Earnings CallQ2 2015
Public StoragePSA US14:00Q2 2015 Earnings CallQ2 2015
Realty Income CorpO US14:30Q2 2015 Earnings CallQ2 2015
SCANA CorpSCG US15:00Q2 2015 Earnings CallQ2 2015
Western Union Co/TheWU US16:01Q2 2015 Earnings ReleaseQ2 20150.393
Broadcom CorpBRCM US16:05Q2 2015 Earnings ReleaseQ2 20150.752
KLA-Tencor CorpKLAC US16:15Q4 2015 Earnings ReleaseQ4 20150.915
Edison InternationalEIX US16:30Q2 2015 Earnings CallQ2 2015
Western Union Co/TheWU US16:30Q2 2015 Earnings CallQ2 2015
Expedia IncEXPE US16:30Q2 2015 Earnings CallQ2 2015
Hanesbrands IncHBI US16:30Q2 2015 Earnings CallQ2 2015
PerkinElmer IncPKI US17:00Q2 2015 Earnings CallQ2 2015
Amgen IncAMGN US17:00Q2 2015 Earnings CallQ2 2015
KLA-Tencor CorpKLAC US17:00Q4 2015 Earnings CallQ4 2015
Electronic Arts IncEA US17:00Q1 2016 Earnings CallQ1 2016
PerkinElmer IncPKI USAft-mktQ2 2015 Earnings ReleaseQ2 20150.59
Leggett & Platt IncLEG USAft-mktQ2 2015 Earnings ReleaseQ2 20150.538
Eversource EnergyES USAft-mktQ2 2015 Earnings ReleaseQ2 20150.562
Edison InternationalEIX USAft-mktQ2 2015 Earnings ReleaseQ2 20150.826
Universal Health Services IncUHS USAft-mktQ2 2015 Earnings ReleaseQ2 20151.646
Amgen IncAMGN USAft-mktQ2 2015 Earnings ReleaseQ2 20152.427
Flowserve CorpFLS USAft-mktQ2 2015 Earnings ReleaseQ2 20150.794
Electronic Arts IncEA USAft-mktQ1 2016 Earnings ReleaseQ1 20160.027
Essex Property Trust IncESS USAft-mktQ2 2015 Earnings ReleaseQ2 20152.34
Apartment Investment & Management CoAIV USAft-mktQ2 2015 Earnings ReleaseQ2 20150.537
FirstEnergy CorpFE USAft-mktQ2 2015 Earnings ReleaseQ2 20150.47
Fluor CorpFLR USAft-mktQ2 2015 Earnings ReleaseQ2 20151.055
Expedia IncEXPE USAft-mktQ2 2015 Earnings ReleaseQ2 20150.863
Hanesbrands IncHBI USAft-mktQ2 2015 Earnings ReleaseQ2 20150.499
Fluor CorpFLR US17:30Q2 2015 Earnings CallQ2 2015
Michael Kors Holdings LtdKORS USAnnual General Meeting
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