MORNING CALL 5/10

MORNING CALL

Tuesday, May 10th, 2016View Older Reports

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OVERNIGHT MARKETS AND NEWS

Jun E-mini S&Ps (ESM16 +0.17%) are up +0.51% and European stocks are up +1.49% as strength in crude oil and metals prices lifts energy and commodity producers. A nearly 5% gain in Credit Suisse is leading European bank stocks higher after it reported a smaller-than-expected quarterly loss. Asian stocks settled mostly higher: Japan +2.15%, Hong Kong +0.43%, China +0.02%, Taiwan +0.30%, Australia +0.42%, Singapore -0.90%, South Korea +0.60%, India +0.33%. China's Shanghai Composite shook off early losses and closed higher after Chinese economic data showed Apr consumer prices matched expectations and declines in Apr producer prices moderated. A rally in Japanese exporters lifted the Nikkei Stock Index as USD/JPY climbed to a 1-week high.

The dollar index (DXY00 +0.12%) is up +0.09% at a 1-week high. EUR/USD (^EURUSD) is down -0.17% at a 1-week low. USD/JPY (^USDJPY) is up +0.71% at a 1-week high.

Jun T-note prices (ZNM16 unch) are down -2 ticks.

San Francisco Fed President Williams said that "very low inflation in most economies is the biggest issue for central banks today." He added that "the U.S. economy is in good shape, in part because the Federal Reserve took such aggressive and, in some cases, extraordinary actions to right the ship."

China Apr CPI rose +2.3% y/y, right on expectations and the fastest pace of increase in 1-3/4 years.

China Apr PPI fell -3.4% y/y, less than expectations of -3.7% y/y and the slowest pace of decline in 16 months.

U.S. STOCK PREVIEW

Key U.S. news today includes: (1) Mar wholesale inventories (expected +0.1% m/m, Feb -0.5% m/m), (2) Mar JOLTS job openings (expected +5,000 to 5.450 million, Feb -159,000 to 5.445 million), and (3) the Treasury's auction of $24 billion of 3-year T-notes.

There are 4 of the S&P 500 companies that report earnings today: Walt Disney (consensus $1.40), CenterPoint Energy (0.31), Allergan (3.00), Electronic Arts (0.42).

U.S. IPO's scheduled to price today: Turning Point Brands (TPB).

Equity conferences during the remainder of this week include: 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

Rush Enterprises (RUSHA -1.96%) was upgraded to 'Buy' from 'Neutral' at Bank of America Merrill Lynch.

Hertz Global Holdings (HTZ -2.67%) fell over 1% in after-hours trading after it reported a Q1 adjusted EPS loss of -12 cents, weaker than consensus of -1cent.

The Gap (GPS +0.65%) sank 14% in pre-market trading after it reported April comparable store sales unexpectedly fell -7.0%, weaker than consensus of a +1.1% increase.

Consolidated Edison (ED +0.26%) fell 2% in after-hours trading after it announced plans for an 8.8 million share offering.

SolarCity (SCTY +3.07%) sank 18% in pre-market trading after it said Q1 bookings were 150 MW lower than expected and unlikely to be made up for by year end. The company then said it sees 2016 guidance of 1.0-1.1 GW installed, lower than a previous estimate of 1.25 GW.

Inflblox (BLOX -0.51%) dropped 9% in after-hours trading after lowered guidance on fiscal 2016 revenue to $354 million-$358 million from a prior view of $370 million-$380 million, weaker than consensus of $376.8 million.

Stamps.com (STMP +4.71%) surged over 15% in after-hours trading after it reported Q1 adjusted EPS of $1.72, well above consensus of $1.07, and then raised guidance on full-year adjusted EPS to $6.00-$6.50 from a previous estimate of $5.00-$5.50, higher than consensus of $5.27.

MaxLinear (MXL +0.37%) climbed over 3% in after-hours trading after it reported Q1 adjusted EPS of 47 cents, right on consensus, and said it will acquire Broadcom's wireless infrastructure backhaul business for $80 million.

Fiesta Restaurant Group (FRGI +1.31%) slumped over 10% in after-hours trading after it reported Q1 adjusted EPS of 37 cents, weaker than consensus of 40 cents.

Lattice Semiconductor (LSCC -2.26%) slid over 3% in after-hours trading after it reported a Q1 adjusted EPS loss of -1 cent, right on consensus, but said it sees Q2 revenue of $97 million-$103 million, below consensus of $107.3 million.

InvenSense (INVN -4.32%) fell nearly 7% in after-hours trading after it said it sees Q1 total revenue of $58 million-$62 million, well below consensus of $84.8 million.

Halozyme Therapeutics (HALO +2.32%) rose over 4% in after-hours trading after it raised guidance eon its 2016 revenue estimate to $130 million-$145 million from a previous estimate of $110 million-$125 million, above consensus of $121.8 million.

NewLink Genetics (NLNK +6.11%) plunged over 30% in after-hours trading after a Phase 3 study of its algenpantucel-L for patients with resected pancreatic cancer did not achieve the primary endpoint and found no statistical difference in overall survival.

MARKET COMMENTS

June E-mini S&Ps (ESM16 +0.17%) this morning are up +10.50 points (+0.51%). Monday's closes: S&P 500 +0.08%, Dow Jones -0.20%, Nasdaq +0.26%. The S&P 500 on Monday closed higher on positive carryover from a rally in European stocks after German Mar factory orders rose +1.9% m/m, stronger than expectations of +0.6% m/m and the biggest increase in 9 months. Stocks also received a boost from upbeat comments from Chicago Fed President Evans who said that U.S. economic fundamentals are "good." Stocks were underdcut by the -2.79% decline in China's Shanghai Composite after China Apr exports unexpectedly fell -1.8% y/y (vs expectations of unchanged) and by weakness in energy producers and mining stocks after crude oil fell -2.73% and copper prices tumbled -2.21% to a 3-1/2 week low.

June 10-year T-note prices (ZNM16 unch) this morning are down -2 ticks. Monday's closes: TYM6 +8.50, FVM6 +5.50. Jun T-notes on Monday closed higher on global economic concerns after China Apr exports unexpectedly declined and on reduced inflation expectations after the 10-year T-note breakeven inflation rate fell to a 2-1/2 week low.

The dollar index (DXY00 +0.12%) this morning is up +0.085 (+0.09%) at a 1-week high. EUR/USD (^EURUSD) is down -0.0019 (-0.17%) at a 1-week low. USD/JPY (^USDJPY) is up +0.77 (+0.71%) at a 1-week high. Monday's closes: Dollar Index +0.240 (+0.26%), EUR/USD -0.0021 (-0.18%), USD/JPY +1.20 (+1.12%). The dollar index on Monday rallied to a 1-week high and closed higher on comments from New York Fed President Dudley who said that while Friday's U.S. employment report was "a touch softer," it remains a "reasonable expectation" that the Fed will raise interest rates twice this year. In addition, USD/JPY rallied to a 1-week high after Japanese Finance Minister Aso said that the recent strength in the yen is "undesirable" and "it's natural that Japan has means to intervene" in the currency market.

June WTI crude oil (CLM16 -0.53%) this morning is up +17 cents (+0.39%). June gasoline (RBM16 +0.55%) is up +0.0185 (+1.28%). Monday's closes: CLM6 -1.22 (-2.73%), RBM6 -0.0535 (-3.58%). Jun crude oil and gasoline on Monday closed lower with Jun gasoline at a 2-1/2 week low. Crude oil prices were undercut by the rally in the dollar index to a 1-week high, reduced fire threats to Alberta oil-sands facilities as the wildfire switched directions, and reduced refinery demand for gasoline after the crack spread fell to a 2-1/2 month low.

GLOBAL EVENT CALENDAR05/10/2016

US	1000 ET	Mar wholesale inventories expected +0.1% m/m, Feb -0.5% m/m. Mar wholesale trade sales expected +0.5% m/m, Feb -0.2% m/m.
	1000 ET	Mar JOLTS job openings expected +5,000 to 5.450 million, Feb -159,000 to 5.445 million.
	1200 ET	USDA May WASDE crop production.
	1300 ET	Treasury auctions $24 billion 3-year T-notes.
GER	0200 ET	German Mar industrial production expected -0.2% m/m and +1.1% y/y, Feb -0.5% m/m and +1.3% y/y.
	0200 ET	German Mar trade balance expected +20.6 billion euros, Feb +20.2 billion euros. Mar exports expected unch m/m, Feb +1.3% m/m. Mar imports expected -0.3% m/m, Feb +0.5% m/m.

U.S. STOCK CALENDAR05/10/2016

Company	Ticker	Time	Event Description	Period	Estimate
Pentair PLC	PNR US	3:00	Annual General Meeting	Y 2016
CenterPoint Energy Inc	CNP US	Bef-mkt	Q1 2016 Earnings Release	Q1 2016	0.312
Allergan plc	AGN US	Bef-mkt	Q1 2016 Earnings Release	Q1 2016	3.005
Walt Disney Co/The	DIS US	Aft-mkt	Q2 2016 Earnings Release	Q2 2016	1.399
Electronic Arts Inc	EA US	Aft-mkt	Q4 2016 Earnings Release	Q4 2016	0.422
Danaher Corp	DHR US		Annual General Meeting
Loews Corp	L US		Annual General Meeting
ConocoPhillips	COP US		Annual General Meeting
Prudential Financial Inc	PRU US		Annual General Meeting
Wyndham Worldwide Corp	WYN US		Annual General Meeting
Scripps Networks Interactive Inc	SNI US		Annual General Meeting
Columbia Pipeline Group Inc	CPGX US		Annual General Meeting

BARCHART MORNING CALL 10/21

BARCHART MORNING CALL

Wednesday, October 21st, 2015View Older Reports

Everything you need to know about the markets in one free daily newsletter.

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OVERNIGHT MARKETS AND NEWS

December E-mini S&Ps (ESZ15 +0.46%) are up +0.46% at a 2-month high and European stocks are up +0.65% on positive carryover from a rally in Japan's Nikkei Stock Index which climbed to a 6-week high on speculation the BOJ may need to expand QE after Japan exports last month grew at the slowest pace in over a year. Increased M&A activity also gave equities a boost after Lam Research agreed to buy KLA-Tencor Corp. for $10.6 billion. Strength in European stocks was limited as Credit Suisse fell over 5% after it said will sell 6.05 billion francs ($6.3 billion) in stock to boost capital and meet regulatory requirements. Asian stocks settled mixed: Japan +1.91%, Hong Kong closed for holiday, China -3.06%, Taiwan -0.51%, Australia +0.24%, Singapore +0.22%, South Korea +0.29%, India -0.07%. China's Shanghai Composite fell back from a 2-month high and closed down over 3% on speculation the recent rally was overdone.

The dollar index (DXY00 -0.05%) is down -0.09%. EUR/USD (^EURUSD) is up +0.12%. USD/JPY (^USDJPY) is up +0.13% at a 1-week high as speculation the BOJ may need to expand QE undercut the yen.

Dec T-note prices (ZNZ15 +0.10%) are up +5.5 ticks.

The Japan Sep trade balance was in deficit by -114.5 billion yen, when expectations were for a surplus of +87.0 billion yen. Sep exports rose +0.6% y/y, less than expectations of +3.8 % y/y and the smallest increase in 13 months. Sep imports fell -11.1% y/y, a smaller decline than expectations of -12.0% y/y, but still the biggest drop in 6 months.

U.S. STOCK PREVIEW

Key U.S. news today includes: (1) weekly MBA mortgage applications (previous -27.6% with purchase mortgage sub-index -34.1% and refi sub-index-22.5%), (2) Fed Governor Jerome Powell as moderator for a panel on “Repo Markets, Liquidity, and the U.S. Treasury Market” in an event hosted by the New York Fed.

There are 31 of the S&P 500 companies that report earnings today with notable reports including: GM (consensus $1.19), AMEX (1.31), Abbott Labs (0.53), Boeing (2.20), Coca-Cola (0.50), Northern Trust (0.96), Citrix (0.84), Texas Instruments (0.67), eBay (0.40), Kinder Morgan (0.18), Motorola Solutions (0.73).

U.S. IPO's scheduled to price today: Dimension Therapeutics (DMTX), Multi Packaging Solutions (MPSX).

Equity conferences today include: Private Wealth Latin America and The Caribbean Forum on Wed.

OVERNIGHT U.S. STOCK MOVERS

KLA-Tencor Corp. (KLAC +1.39%) surged 19% in pre-market trading after Lam Research agreed to buy the company for $10.6 billion.

Tupperware Brands (TUP +0.33%) reported Q3 adjusted EPS of 79 cents, better than consensus of 71 cents.

Coca-Cola (KO +0.71%) reported Q3 EPS of 51 cents, above consensus of 50 cents.

Twitter (TWTR unch) was downgraded to 'Underweight' from 'Equalweight' at Morgan Stanley.

Terex (TEX +5.13%) fell almost 5% in after-hours trading after it reported Q3 adjusted EPS of 58 cents, below consensus of 62 cents.

FMC Technologies (FTI +0.62%) reported Q3 adjusted EPS of 61 cents, better than consensus of 58 cents, although Q3 revenue of $1.55 billion was below consensus of $1.67 billion.

IRobot (IRBT +1.66%) fell over 5% in after-hours trading after it reported Q3 EPS of 42 cents, well above consensus of 23 cents, but then lowered guidance on fiscal 2015 sales to $610 million-$615 million from a previous forecast of $625 million-$635 million, below consensus of $628.4 million.

Discover Financial Services (DFS -0.49%) climbed nearly 1% in after-hours trading after it reported Q3 EPS of $1.38, higher than consensus of $1.33.

Chipotle Mexican Grill (CMG -1.81%) dropped over 8% in after-hours trading after it reported Q3 EPS of $4.59, less than consensus of $4.62.

Yahoo! (YHOO -2.00%) slid over 1% in after-hours trading after it reported Q3 adjusted EPS of 15 cents, weaker than consensus of 16 cents.

Rush Enterprises (RUSHA -1.21%) reported Q3 EPS of 48 cents, better than consensus of 47 cents.

Intuitive Surgical (ISRG -1.13%) jumped nearly 8% in after-hours trading after it reported Q3 adjusted EPS of $5.24, well above consensus of $4.22.

Pinnacle Financial (PNFP +2.21%) reported Q4 EPS of 66 cents, higher than consensus of 64 cents.

Packaging of America (PKG -1.20%) reported Q3 EPS of $1.26, below consensus of $1.28.

MARKET COMMENTS

Dec E-mini S&Ps (ESZ15 +0.46%) this morning are up +9.25 points (+0.46%) at a fresh 2-month high. Tuesday's closes: S&P 500 -0.14%, Dow Jones-0.08%, Nasdaq -0.54%. The S&P 500 on Tuesday retreated from a 2-month high and closed lower on the unexpected -5.0% decline in U.S. Sep building permits to a 6-month low of 1.103 million and the reduced chances for an ECB QE expansion after the ECB's Bank Lending Survey said that Q3 credit standards eased for the sixth consecutive quarter. Stocks found support from the +1.14% rally in China's Shanghai Composite to a 1-3/4 month high and the +6.5% increase in U.S. Sep housing starts to 1.206 million, stronger than expectations of +1.4% to 1.142 million.

Dec 10-year T-notes (ZNZ15 +0.10%) this morning are up +5.5 ticks. Tuesday's closes: TYZ5 -13.00, FVZ5 -7.75. Dec T-notes on Tuesday fell to a 1-week low and closed lower on negative carryover from a slide in German bund prices to a 3-week low and on the stronger-than-expected U.S. Sep housing starts report.

The dollar index (DXY00 -0.05%) this morning is down -0.087 (-0.09%). EUR/USD (^EURUSD) is up +0.0014 (+0.12%). USD/JPY (^USDJPY) is up +0.15 (+0.13%) at a 1-week high. Tuesday's closes: Dollar Index -0.015 (-0.02%), EUR/USD +0.0019 (+0.17%), USD/JPY +0.34 (+0.28%). The dollar index on Tuesday closed lower on strength in EUR/USD after ECB Governing Council member Noyer said the ECB's current bond buying pace is "well calibrated," which signals he sees no need to expand QE, and after the ECB's Bank Lending Survey reported that Q3 credit standards on loans to companies eased for the sixth consecutive quarter.

Dec crude oil (CLZ15 -1.27%) this morning is down -58 cents (-1.25%) and Dec gasoline (RBZ15 -0.75%) is down -0.0083 (-0.64%). Tuesday's closes: CLZ5 -0.36 (-0.78%), RBZ5 +0.0132 (+1.04%). Dec crude oil and gasoline on Tuesday settled mixed. Gasoline prices found support from a weaker dollar and expectations that Wednesday's EIA report will show gasoline supplies fell -1.0 million bbl. Crude oil fell on expectations that Wednesday's weekly EIA report will show a +3.5 million bbl increase in crude inventories and a +500,000 bbl increase in Cushing crude oil stockpiles.

GLOBAL EVENT CALENDAR10/21/2015

US	0700 ET	Weekly MBA mortgage applications, previous -27.6% with purchase mortgage sub-index -34.1% and refi sub-index -22.5%.
	1030 ET	EIA Weekly Petroleum Status Report.
	1330 ET	Fed Governor Jerome Powell moderates a panel on Repo Markets, Liquidity, and the U.S. Treasury Market in an event hosted by the New York Fed.
JPN	0030 ET	Japan Aug all-industry activity index expected -0.2% m/m, Jul +0.2% m/m.
UK	0430 ET	UK Sep public sector net borrowing expected +9.6 billion, Aug+11.3 billion pounds.

U.S. STOCK CALENDAR10/21/2015

Company	Ticker	Time	Event Description	Period	Estimate
Seagate Technology PLC	STX US	4:30	Annual General Meeting	Y 2015
Abbott Laboratories	ABT US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	0.534
Baker Hughes Inc	BHI US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	-0.135
Boeing Co/The	BA US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	2.197
Coca-Cola Co/The	KO US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	0.502
Interpublic Group of Cos Inc/The	IPG US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	0.252
Kimberly-Clark Corp	KMB US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	1.493
Thermo Fisher Scientific Inc	TMO US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	1.789
Biogen Inc	BIIB US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	3.766
Northern Trust Corp	NTRS US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	0.958
Amphenol Corp	APH US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	0.653
General Motors Co	GM US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	1.188
Nielsen Holdings PLC	NLSN US	Bef-mkt	Q3 2015 Earnings Release	Q3 2015	0.688
EMC Corp/MA	EMC US	7:00	Q3 2015 Earnings Release	Q3 2015	0.43
St Jude Medical Inc	STJ US	7:15	Q3 2015 Earnings Release	Q3 2015	0.97
Illinois Tool Works Inc	ITW US	8:00	Q3 2015 Earnings Release	Q3 2015	1.359
St Jude Medical Inc	STJ US	8:00	Q3 2015 Earnings Call	Q3 2015
Navient Corp	NAVI US	8:00	Q3 2015 Earnings Call	Q3 2015
Nielsen Holdings PLC	NLSN US	8:00	Q3 2015 Earnings Call	Q3 2015
EMC Corp/MA	EMC US	8:30	Q3 2015 Earnings Call	Q3 2015
Interpublic Group of Cos Inc/The	IPG US	8:30	Q3 2015 Earnings Call	Q3 2015
Thermo Fisher Scientific Inc	TMO US	8:30	Q3 2015 Earnings Call	Q3 2015
Biogen Inc	BIIB US	8:30	Q3 2015 Earnings Call	Q3 2015
ACE Ltd	ACE US	8:30	Q3 2015 Earnings Call	Q3 2015
Abbott Laboratories	ABT US	9:00	Q3 2015 Earnings Call	Q3 2015
FMC Technologies Inc	FTI US	9:00	Q3 2015 Earnings Call	Q3 2015
Coca-Cola Co/The	KO US	9:30	Q3 2015 Earnings Call	Q3 2015
Illinois Tool Works Inc	ITW US	10:00	Q3 2015 Earnings Call	Q3 2015
Kimberly-Clark Corp	KMB US	10:00	Q3 2015 Earnings Call	Q3 2015
General Motors Co	GM US	10:00	Q3 2015 Earnings Call	Q3 2015
Boeing Co/The	BA US	10:30	Q3 2015 Earnings Call	Q3 2015
Northern Trust Corp	NTRS US	12:00	Q3 2015 Earnings Call	Q3 2015
Amphenol Corp	APH US	13:00	Q3 2015 Earnings Call	Q3 2015
Citrix Systems Inc	CTXS US	16:05	Q3 2015 Earnings Release	Q3 2015	0.843
Robert Half International Inc	RHI US	16:15	Q3 2015 Earnings Release	Q3 2015	0.731
Texas Instruments Inc	TXN US	16:30	Q3 2015 Earnings Release	Q3 2015	0.674
Kinder Morgan Inc/DE	KMI US	16:30	Q3 2015 Earnings Call	Q3 2015
Citrix Systems Inc	CTXS US	16:45	Q3 2015 Earnings Call	Q3 2015
American Express Co	AXP US	17:00	Q3 2015 Earnings Call	Q3 2015
CA Inc	CA US	17:00	Q2 2016 Earnings Call	Q2 2016
Robert Half International Inc	RHI US	17:00	Q3 2015 Earnings Call	Q3 2015
Lam Research Corp	LRCX US	17:00	Q1 2016 Earnings Call	C3 2016
Tractor Supply Co	TSCO US	17:00	Q3 2015 Earnings Call	Q3 2015
SanDisk Corp	SNDK US	17:00	Q3 2015 Earnings Call	Q3 2015
eBay Inc	EBAY US	17:00	Q3 2015 Earnings Call	Q3 2015
American Express Co	AXP US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	1.311
CA Inc	CA US	Aft-mkt	Q2 2016 Earnings Release	Q2 2016	0.558
Equifax Inc	EFX US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	1.097
Lam Research Corp	LRCX US	Aft-mkt	Q1 2016 Earnings Release	Q1 2016	1.719
Tractor Supply Co	TSCO US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	0.627
SanDisk Corp	SNDK US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	0.798
SL Green Realty Corp	SLG US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	1.567
United Rentals Inc	URI US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	2.355
Crown Castle International Corp	CCI US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	1.046
eBay Inc	EBAY US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	0.401
Ameriprise Financial Inc	AMP US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	2.287
Kinder Morgan Inc/DE	KMI US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	0.182
Texas Instruments Inc	TXN US	17:30	Q3 2015 Earnings Call	Q3 2015
Motorola Solutions Inc	MSI US		Q3 2015 Earnings Release	Q3 2015	0.725

BARCHART MORNING CALL 4/11

BARCHART MORNING CALL Wednesday, April 22nd, 2015View Older Reports Everything you need to know about the markets in one free daily newsletter. E-mail: You will also receive a free subscription to the Barchart family of newsletters. OVERNIGHT MARKETS AND NEWS June E-mini S&Ps (ESM15 -0.20%) this morning are down -0.33% and European stocks are down -0.67% as a decline in crude oil undercuts energy producers which are leading the overall market lower. Chipotle Mexican Grill slumped over 5% in pre-market trading as Q1 revenue trailed analysts' estimates. Losses in European stocks were limited after ASML Holding NV, Europe's largest chip-equipment maker, jumped over 6% after it said it signed a deal with a U.S. customer to deliver at least 15 of its extreme ultraviolet lithography systems. Greek default concerns eased as the Greek 10-year bond yield fell back from a 2-1/3 year high on signs that Greek and EU officials were moving closer to a resolution on financing Greece's debt. Asian stocks closed mostly higher: Japan +1.13%, Hong Kong +0.30%, China +2.44%, Taiwan +0.83%, Australia -0.59%, Singapore -0.35%, South Korea +0.18%, India +0.77%. Japan's Nikkei Stock Index rose to a 15-year high after Japan's Mar trade balance showed Japan swung to its largest trade surplus in 3-1/2 years. China's Shanghai Composite Index climbed to a new 7-year high on speculation the Chinese government will counter slowing growth with stimulus. Commodity prices are mostly lower. Jun crude oil (CLM15 -0.72%) is down -0.53% and Jun gasoline (RBM15 -0.13%) is down -0.06% ahead of an expected +2.5 million bbl increase in EIA crude supplies later today. Metals prices are lower. Jun gold (GCM15 -0.03%) is down -0.08%. May copper (HGK15 -0.37%) is down -0.39%. Agriculture prices are mixed. The dollar index (DXY00 -0.34%) is down -0.35%. EUR/USD (^EURUSD) is up +0.27%. USD/JPY (^USDJPY) is down -0.12%. Jun T-note prices (ZNM15 +0.01%) are up +4 ticks. The Greek 10-year bond yield fell back from a 2-1/3 year high as Greek default concerns eased after Greek Finance Minister Varoufakis said late Tuesday that there were narrowing differences between the government and Eurozone officials and that neither "will let the opportunity slip to arrive at an agreement." U.S. STOCK PREVIEW U.S. reports today include: (1) weekly MBA mortgage applications (last -2.3% with purchase sub-index -3.1% and refi sub-index -1.8%), (2) Feb FHFA house price index (expected +0.5% m/m after Jan's +0.3% m/m), and (3) Mar existing home sales (expected +3.1% to 5.03 million after Feb's +1.2% to 4.88 million). There are 31 of the S&P 500 companies that report earnings today with notable reports including: Facebook (consensus $0.40), eBay (0.70), AT&T (0.62), Boeing (1.80), Coca-Cola (0.42), McDonald's (1.06), Bank of NY Mellon (0.59). U.S. IPO's scheduled to price today include: National Storage Affiliates (NSA). Equity conferences during the remainder of this week include: American Association for Cancer Research Meeting on Mon-Wed, IHS CERAWeek Energy Conference on Mon-Thu, Financial Times Commodities Global Summit on Tue-Wed, Future Bank Asia 2015 on Tue-Wed, American Academy of Neurology Meeting on Wed, Capital Link Closed-End Funds & Global ETFs Forum - Panel on Thu, RSA Conference on Thu. OVERNIGHT U.S. STOCK MOVERS EMC (EMC -1.72%) reported Q1 adjusted EPS of 31 cents, below consensus of 36 cents. United Rentals (URI -0.97%) reported Q1 adjusted EPS of $1.34, well above consensus of $1.13. Yum! Brands (YUM -0.30%) climbed 4% in after-hours trading after it reported Q1 adjusted EPS of 80 cents, higher than consensus of 72 cents. Rush Enterprises (RUSHA +1.03%) reported Q1 EPS of 41 cents, above consensus of 38 cents. Perrigo (PRGO -2.66%) reported Q3 adjusted EPS of $1.85, stronger than consensus of $1.78. Discover (DFS -0.39%) reported Q1 EPS $1.28, better than consensus of $1.27. Illumina (ILMN +3.17%) reported Q1 adjusted EPS of 91 cents, higher than consensus of 72 cents, and then raised guidance on fiscal 2015 adjusted EPS view to $3.36-$3.42 from $3.12-$3.18, well above consensus of $3.20. Intuitive Surgical (ISRG -1.13%) dropped over 3% in after-hours trading after it reported Q1 EPS of $3.57, well below consensus of $3.87. Yahoo (YHOO -0.36%) fell over 2% in after-hours trading after it reported Q1 EPS of 15 cents, weaker than consensus of 18 cents. Broadcom (BRCM +0.83%) moved up 4% in after-hours trading after it reported Q1 adjusted EPS of 64 cents, above consensus of 60 cents. FMC Technologies (FTI -4.48%) reported Q1 EPS of 63 cents, better than consensus of 59 cents. Stryker (SYK +1.46%) reported Q1 adjusted EPS of $1.11, higher than consensus of $1.08. Chipotle (CMG +0.81%) slid over 5% in pre-market trading after it reported Q1 EPS of $3.88, better than consensus of $3.66, but reported Q1 revenue of $1.09 billion, below consensus of $1.11 billion. Amgen (AMGN +1.50%) gained nearly 2% in after-hours trading after it reported Q1 EPS of $2.48, well above consensus of $2.10, and then raised guidance on fiscal 2015 EPS view to $9.35-$9.65 from $9.05-$9.40, stronger than consensus of $9.32. Cree (CREE +0.85%) dropped over 5% in after-hours trading after it reported Q3 adjusted EPS of 22 cents, below consensus of 23 cents. VMware (VMW +1.34%) reported Q1 EPS of 86 cents, higher than consensus of 84 cents. MARKET COMMENTS June E-mini S&Ps (ESM15 -0.20%) this morning are down -7.00 points (-0.33%). Tuesday's closes: S&P 500 -0.15%, Dow Jones -0.47%, Nasdaq +0.42%. The S&P 500 index on Tuesday closed mildly lower on continued concern about a Greek debt default and on weakness in oil producers after crude oil fell more than 2%. Stocks got a boost from M&A after Teva Pharmaceutical Industries offered to buy Mylan for $40.1 billion. Jun 10-year T-notes (ZNM15 +0.01%) this morning are up +4 ticks. Tuesday's closes: TYM5 -5.50, FVM5 -2.75. T-note prices on Tuesday closed lower after New York Fed President Dudley said on Monday that he is relatively optimistic that U.S. economic growth will support a hike in interest rates. The dollar index (DXY00 -0.34%) this morning is down -0.339 (-0.35%). EUR/USD (^EURUSD) is up +0.0029 (+0.27%). USD/JPY (^USDJPY) is down -0.14 (-0.12%). Tuesday's closes: Dollar Index +0.063 (+0.06%), EUR/USD -0.0002 (-0.02%), USD/JPY +0.498 (+0.42%). The dollar index on Tuesday closed slightly higher as EUR/USD fell on news that the German Apr ZEW survey of expectations for economic growth unexpectedly fell for the first time in six months with a -1.5 point decline to 53.3. EUR/USD also saw weakness on Greek default concerns after the Greek 10-year bond yield rose to a 2-1/3 year high. However, EUR/USD got a boost after Dutch Finance Minister Dijsselbloem said that some progress has been made in Greek debt talks that could result in a deal by the end of the month. Jun WTI crude oil (CLM15 -0.72%) this morning is down -30 cents (-0.53%) and Jun gasoline (RBM15 -0.13%) is down -0.0011 (-0.39%). Tuesday's closes: CLM5 -1.27 (-2.19%), RBM5 -0.0522 (-2.70%). Jun crude and gasoline on Tuesday closed lower on expectations that Wednesday's weekly EIA data will show that crude oil inventories rose +2.5 million bbl to another new record high. GLOBAL EVENT CALENDAR04/22/2015 US 0700 ET Weekly MBA mortgage applications, previous -2.3% with purchase sub-index -3.1% and refi sub-index -1.8%. 0900 ET Feb FHFA house price index expected +0.5% m/m, Jan +0.3% m/m. 1000 ET Mar existing home sales expected +3.1% to 5.03 million, Feb +1.2% to 4.88 million. 1030 ET EIA Weekly Petroleum Status Report. 1500 ET USDA Mar Cold Storage. UK 0430 ET Minutes of the Apr 8-9 BOE meeting. EUR 1000 ET Eurozone Apr consumer confidence expected +1.2 to -2.5, Mar -3.7 JPN 2135 ET Japan Apr Markit/JMMA manufacturing PMI expected +0.4 to 50.7, Mar 50.3. CHI 2145 ET China Apr HSBC flash manufacturing PMI expected -0.2 to 49.4, Mar -1.1 to 49.6. U.S. STOCK CALENDAR04/22/2015 Company Ticker Time Event Description Period Estimate Eaton Corp PLC ETN US 3:00 Annual General Meeting Y 2015 Abbott Laboratories ABT US Bef-mkt Q1 2015 Earnings Release Q1 2015 0.419 Boeing Co/The BA US Bef-mkt Q1 2015 Earnings Release Q1 2015 1.802 Coca-Cola Co/The KO US Bef-mkt Q1 2015 Earnings Release Q1 2015 0.423 McDonald's Corp MCD US Bef-mkt Q1 2015 Earnings Release Q1 2015 1.058 Ryder System Inc R US Bef-mkt Q1 2015 Earnings Release Q1 2015 1.001 Thermo Fisher Scientific Inc TMO US Bef-mkt Q1 2015 Earnings Release Q1 2015 1.609 DR Horton Inc DHI US Bef-mkt Q2 2015 Earnings Release Q2 2015 0.384 Huntington Bancshares Inc/OH HBAN US Bef-mkt Q1 2015 Earnings Release Q1 2015 0.19 AutoNation Inc AN US Bef-mkt Q1 2015 Earnings Release Q1 2015 0.886 T Rowe Price Group Inc TROW US Bef-mkt Q1 2015 Earnings Release Q1 2015 1.136 Amphenol Corp APH US Bef-mkt Q1 2015 Earnings Release Q1 2015 0.564 TE Connectivity Ltd TEL US Bef-mkt Q2 2015 Earnings Release Q2 2015 1.002 Nielsen NV NLSN US Bef-mkt Q1 2015 Earnings Release Q1 2015 0.471 Bank of New York Mellon Corp/The BK US 6:30 Q1 2015 Earnings Release Q1 2015 0.594 EMC Corp/MA EMC US 7:00 Q1 2015 Earnings Release Q1 2015 0.361 St Jude Medical Inc STJ US 7:15 Q1 2015 Earnings Release Q1 2015 0.91 Bank of New York Mellon Corp/The BK US 8:00 Q1 2015 Earnings Call Q1 2015 St Jude Medical Inc STJ US 8:00 Q1 2015 Earnings Call Q1 2015 Nielsen NV NLSN US 8:00 Q1 2015 Earnings Call Q1 2015 Navient Corp NAVI US 8:00 Q1 2015 Earnings Call Q1 2015 EMC Corp/MA EMC US 8:30 Q1 2015 Earnings Call Q1 2015 Thermo Fisher Scientific Inc TMO US 8:30 Q1 2015 Earnings Call Q1 2015 ACE Ltd ACE US 8:30 Q1 2015 Earnings Call Q1 2015 TE Connectivity Ltd TEL US 8:30 Q2 2015 Earnings Call Q2 2015 Abbott Laboratories ABT US 9:00 Q1 2015 Earnings Call Q1 2015 FMC Technologies Inc FTI US 9:00 Q1 2015 Earnings Call Q1 2015 Yum! Brands Inc YUM US 9:15 Q1 2015 Earnings Call Q1 2015 Coca-Cola Co/The KO US 9:30 Q1 2015 Earnings Call Q1 2015 American International Group Inc AIG US 10:00 AIG Bailout Trial-Closing Arguments DR Horton Inc DHI US 10:00 Q2 2015 Earnings Call Q2 2015 Huntington Bancshares Inc/OH HBAN US 10:00 Q1 2015 Earnings Call Q1 2015 Boeing Co/The BA US 10:30 Q1 2015 Earnings Call Q1 2015 General Electric Co GE US 11:00 Annual General Meeting Y 2015 McDonald's Corp MCD US 11:00 Q1 2015 Earnings Call Q1 2015 Newmont Mining Corp NEM US 11:00 Annual General Meeting Y 2015 Ryder System Inc R US 11:00 Q1 2015 Earnings Call Q1 2015 AutoNation Inc AN US 11:00 Q1 2015 Earnings Call Q1 2015 United Rentals Inc URI US 11:00 Q1 2015 Earnings Call Q1 2015 Amphenol Corp APH US 13:00 Q1 2015 Earnings Call Q1 2015 QUALCOMM Inc QCOM US 16:00 Q2 2015 Earnings Release Q2 2015 1.336 F5 Networks Inc FFIV US 16:00 Q2 2015 Earnings Release Q2 2015 1.499 Citrix Systems Inc CTXS US 16:05 Q1 2015 Earnings Release Q1 2015 0.643 AT&T Inc T US 16:30 Q1 2015 Earnings Call Q1 2015 F5 Networks Inc FFIV US 16:30 Q2 2015 Earnings Call Q2 2015 QUALCOMM Inc QCOM US 16:45 Q2 2015 Earnings Call Q2 2015 Citrix Systems Inc CTXS US 16:45 Q1 2015 Earnings Call Q1 2015 Xilinx Inc XLNX US 17:00 Q4 2015 Earnings Call Q4 2015 Tractor Supply Co TSCO US 17:00 Q1 2015 Earnings Call Q1 2015 eBay Inc EBAY US 17:00 Q1 2015 Earnings Call Q1 2015 Facebook Inc FB US 17:00 Q1 2015 Earnings Call Q1 2015 Equifax Inc EFX US Aft-mkt Q1 2015 Earnings Release Q1 2015 0.99 AT&T Inc T US Aft-mkt Q1 2015 Earnings Release Q1 2015 0.618 Texas Instruments Inc TXN US Aft-mkt Q1 2015 Earnings Release Q1 2015 0.624 Torchmark Corp TMK US Aft-mkt Q1 2015 Earnings Release Q1 2015 1.045 Xilinx Inc XLNX US Aft-mkt Q4 2015 Earnings Release Q4 2015 0.505 O'Reilly Automotive Inc ORLY US Aft-mkt Q1 2015 Earnings Release Q1 2015 1.937 Tractor Supply Co TSCO US Aft-mkt Q1 2015 Earnings Release Q1 2015 0.407 SL Green Realty Corp SLG US Aft-mkt Q1 2015 Earnings Release Q1 2015 1.489 Crown Castle International Corp CCI US Aft-mkt Q1 2015 Earnings Release Q1 2015 1.102 eBay Inc EBAY US Aft-mkt Q1 2015 Earnings Release Q1 2015 0.7 Ameriprise Financial Inc AMP US Aft-mkt Q1 2015 Earnings Release Q1 2015 2.331 Facebook Inc FB US Aft-mkt Q1 2015 Earnings Release Q1 2015 0.403 Texas Instruments Inc TXN US 17:30 Q1 2015 Earnings Call Q1 2015 Cigna Corp CI US Annual General Meeting Merck & Co Inc MRK US PDUFA, sugammadex, reversal of moderate/deep neuromuscular blockade Textron Inc TXT US Annual General Meeting

BARCHART MORNING CALL 2/11

BARCHART MORNING CALL

Wednesday, February 11th, 2015View Older Reports

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OVERNIGHT MARKETS AND NEWS

March E-mini S&Ps (ESH15 -0.12%) this morning are down -0.11% and European stocks are down -0.53% as Eurozone finance ministers meet in Brussels at an emergency meeting to discuss Greece's financing needs. German Finance Ministry spokesman Schaefer said an agreement with Greece is unlikely at the meeting as the proposals of Greek Prime Minister Tsipras would require approval of the German parliament. German Finance Minister Schaeuble said there are no plans to discuss a new accord or give Greece more time. An impasse risks leaving Greece without funding as of the end of this month when the current tranche of its 240 billion-euro bailout expires, which may push Greece into default and put its Eurozone membership in danger. Asian stocks closed mixed: Japan closed for holiday, Hong Kong -0.87%, China +0.80%, Taiwan +0.73%, Australia -0.54%, Singapore +0.30%, South Korea +0.30%, India +0.63%. Commodity prices are mixed. Mar crude oil (CLH15 -0.28%) is down -0.46% and Mar gasoline (RBH15 +0.22%) is down -0.06% as OPEC producers cut their March crude prices to Asia, a sign that the battle for market share is intensifying. Saudi Arabia reduced pricing to Asia last week to the lowest in at least 14 years and Iraq said yesterday it will sell its Basrah Light crude to Asia at a -$4.10 a barrel discount below Middle East benchmarks, the deepest discount since 2003. Apr gold (GCJ15 +0.37%) is up +0.23%. Mar copper (HGH15 +0.53%) is up +0.82%. Agriculture prices are lower. The dollar index (DXY00 +0.03%) is up +0.12%. EUR/USD (^EURUSD) is down -0.14%. USD/JPY (^USDJPY) is up +0.32%. Mar T-note prices (ZNH15 +0.12%) are up +2.5 ticks.
The cost for European banks to fund in dollars, a gauge of financial risk in the Eurozone, rose to the highest since Apr 2013 after the 1-year cross-currency basis swap, the rate banks pay to convert euro payments into dollars, fell to -0.295 below the euro interbank-offered rate, the lowest in 1-3/4 years.
ECB Governing Council member Jazbec said "at the moment, solvency of Greek banks is not in danger, but there's always the risk" that the ECB will have to stop providing emergency assistance to Greek banks.

U.S. STOCK PREVIEW

Today’s Jan monthly budget is expected to show a small deficit of -$3.0 billion, which would be an improvement over last January’s deficit of -$10.25 billion. The Treasury today will sell $24 billion of 10-year T-notes. There are 19 of the S&P 500 companies that report earnings today with notable reports including: Time Warner (consensus $0.93), Cisco (0.51), MetLife (1.35), PepsiCo (1.08), NVIDIA (0.36), Applied Materials (0.27), Tesoro (1.53), Equifax (1.01), Whole Foods (0.45), TripAdvisor (0.37),
Equity conferences during the remainder of this week include: Credit Suisse Financial Services Forum on Tue-Wed, Stifel Transportation and Logistics Conference on Tue-Wed, Goldman Sachs Technology & Internet Conference on Tue-Thu, Aviation Festival Asia on Wed-Thu, Bank of America Merrill Lynch Insurance Conference on Wed-Thu, Leerink Swann Global Health Care Conference on Wed-Thu, Bank of America Merrill Lynch Rates and Currencies Risk Management Conference on Wed-Thu, BB&T Capital Markets Transportation Services Conference on Wed-Thu, and Morgan Stanley Chemicals Corporate Access Day on Thu.

OVERNIGHT U.S. STOCK MOVERS

PepsiCo (PEP +2.10%) reported Q4 EPS of $1.12, better than consensus of $1.08.
Time Warner (TWX +0.34%) reported Q4 EPS of 98 cents, higher than consensus of 93 cents.
Genworth (GNW -0.89%) reported a Q4 EPS loss of -84 cents with charges, a much bigger loss than consensus of -13 cents.
Service Corp. (SCI +0.61%) reported Q4 EPS ex-items of 37 cents, better than consensus of 36 cents.
Pier 1 Imports (PIR +1.19%) sank over 20% in after-hours trading after it lowered guidance on fiscal 2015 EPS to 80 cents-83 cents, well below consensus of $1.00.
Rush Enterprises (RUSHA +1.01%) reported Q4 EPS of 60 cents, higher than consensus of 52 cents.
National General (NGHC +1.77%) reported Q4 EPS of 30 cents, well above consensus of 23 cents.
Team Health (TMH -1.55%) reported Q4 adjusted EPS of 56 cents, better than consensus of 52 cents.
NCR (NCR +2.07%) reported Q4 non-GAAP EPS of 88 cents, above consensus of 78 cents.
Andersons (ANDE -0.37%) reported Q4 EPS of 89 cents, well below consensus of $1.08.
FMC Technologies (FTI +0.05%) reported Q4 EPS with items of 72 cents, below consensus of 79 cents.
Western Union (WU +4.43%) reported Q4 EPS of 42 cents, higher than consensus of 34 cents, and then announced a new $1.2 billion share repurchase plan.
Cerner (CERN +0.81%) reported Q4 adjusted EPS of 47 cents, right on consensus, although Q4 revenue of $926.03 million was better than consensus of $904.33 million.
Akamai (AKAM +2.05%) climbed 4% in after-hours trading after it reported Q4 EPS of 70 cents, better than consensus of 63 cents.

MARKET COMMENTS

Mar E-mini S&Ps (ESH15 -0.12%) this morning are down -2.25 points (-0.11%). The S&P 500 index on Tuesday closed higher: S&P 500 +1.07%, Dow Jones +0.79%, Nasdaq +1.54%. Bullish factors included (1) the +181,000 increase in U.S. Dec JOLTS job openings to 5.028 million, better than expectations of +11,000 to 4.983 million and the highest in nearly 15 years, (2) reduced Greek default concerns on speculation Greece will reach a compromise on its debt negotiations when Eurozone finance ministers meet Wednesday in Brussels for an emergency meeting, and (3) positive corporate quarterly earnings results with 77% of the S&P 500 companies that have reported earnings results so far beating estimates.
Mar 10-year T-notes (ZNH15 +0.12%) this morning are up +2.5 ticks. Mar 10-year T-note futures prices on Tuesday slipped to a 1-month low and closed lower. Closes: TYH5 -8.00, FVH5 -4.00. Bearish factors included (1) the larger-than-expected increase in U.S. Dec JOLTS job openings, which brings the Fed closer to raising interest rates, and (2) a rally in stocks which reduced the safe-haven demand for T-notes.
The dollar index (DXY00 +0.03%) this morning is up +0.109 (+0.12%). EUR/USD (^EURUSD) is down -0.0016 (-0.14%). USD/JPY (^USDJPY) is up +0.38 (+0.32%). The dollar index on Tuesday closed higher: Dollar index +0.309 (+0.33%), EUR/USD -0.00035 (-0.03%), USD/JPY +0.791 (+0.67%). Bullish factors included (1) the larger-than-expected increase in U.S. Dec JOLTS job openings to a 15-year high, which signals labor market strength that may prompt the Fed to raise interest rates sooner rather than later, and (2) the rally in USD/JPY to a 1-month high as a rally in stocks curbed the safe-haven demand for the yen.
Mar WTI crude oil (CLH15 -0.28%) this morning is down -23 cents (-0.46%) and Mar gasoline (RBH15 +0.22%) is down -0.0010 (-0.06%). Mar crude oil and Mar gasoline on Tuesday closed lower: CLH5 -2.84 (-5.37%), RBH5 -0.0141 (-0.89%). Bearish factors included (1) the stronger dollar, (2) expectations for Wednesday’s weekly EIA crude inventories to climb by +3.75 million bbl, and (3) the outlook from the IEA that excess global crude supply will persist to the middle of this year and may test the Aug 1998 record high 2.83 billion bbl.

GLOBAL EVENT CALENDAR02/11/2015

US	0700 ET	Weekly MBA mortgage applications, previous +1.3% with purchase sub-index -2.3% and refi sub-index +2.5%.
	0800 ET	Dallas Fed President Richard Fisher speaks to the Economic Club of New York.
	1030 ET	EIA Weekly Petroleum Status Report.
	1300 ET	Treasury auctions $24 billion 10-year T-notes.
	1400 ET	Jan monthly budget statement expected -$19.0 billion, Dec +$1.867 billion.
JPN	n/a	Japanese markets closed for Foundation Day.
	1850 ET	Japan Jan PPI expected -0.6% m/m and +1.1% y/y, Dec -0.4% m/m and +1.9% y/y.
	1850 ET	Japan Dec machine orders expected +2.3% m/m and +5.6% y/y, Nov +1.3% m/m and -14.6% y/y.
UK	1901 ET	UK Jan RICS house price balance expected 12%, Dec 11%.
EUR	n/a	Eurozone finance ministers hold emergency meeting in Brussels to discuss Greeces financing.

U.S. STOCK CALENDAR02/11/2015

Company	Ticker	Time	Event Description	Period	Estimate
Time Warner Inc	TWX US	Bef-mkt	Q4 2014 Earnings Release	Q4 2014	0.925
Zoetis Inc	ZTS US	Bef-mkt	Q4 2014 Earnings Release	Q4 2014	0.357
Lorillard Inc	LO US	Bef-mkt	Q4 2014 Earnings Release	Q4 2014	0.926
Wisconsin Energy Corp	WEC US	Bef-mkt	Q4 2014 Earnings Release	Q4 2014	0.567
PepsiCo Inc	PEP US	7:00	Q4 2014 Earnings Release	Q4 2014	1.079
Mosaic Co/The	MOS US	7:00	Q4 2014 Earnings Release	Q4 2014	0.856
PepsiCo Inc	PEP US	8:00	Q4 2014 Earnings Call	Q4 2014
Mondelez International Inc	MDLZ US	8:00	Q4 2014 Earnings Release	Q4 2014	0.432
Genworth Financial Inc	GNW US	8:00	Q4 2014 Earnings Call	Q4 2014
Zoetis Inc	ZTS US	8:30	Q4 2014 Earnings Call	Q4 2014
FMC Technologies Inc	FTI US	9:00	Q4 2014 Earnings Call	C3 2014
Mosaic Co/The	MOS US	9:00	Q4 2014 Earnings Call	Q4 2014
Pioneer Natural Resources Co	PXD US	10:00	Q4 2014 Earnings Call	Q4 2014
Mondelez International Inc	MDLZ US	10:00	Q4 2014 Earnings Call	Q4 2014
Time Warner Inc	TWX US	10:30	Q4 2014 Earnings Call	Q4 2014
Wisconsin Energy Corp	WEC US	14:00	Q4 2014 Earnings Call	Q4 2014
NVIDIA Corp	NVDA US	16:20	Q4 2015 Earnings Release	Q4 2015	0.364
Applied Materials Inc	AMAT US	16:30	Q1 2015 Earnings Call	Q1 2015
TripAdvisor Inc	TRIP US	16:30	Q4 2014 Earnings Call	Q4 2014
Cisco Systems Inc	CSCO US	16:30	Q2 2015 Earnings Call	Q2 2015
NVIDIA Corp	NVDA US	17:00	Q4 2015 Earnings Call	Q4 2015
CenturyLink Inc	CTL US	17:00	Q4 2014 Earnings Call	Q4 2014
Whole Foods Market Inc	WFM US	17:00	Q1 2015 Earnings Call	Q1 2015
Applied Materials Inc	AMAT US	Aft-mkt	Q1 2015 Earnings Release	Q1 2015	0.271
Northeast Utilities	NU US	Aft-mkt	Q4 2014 Earnings Release	Q4 2014	0.683
AGL Resources Inc	GAS US	Aft-mkt	Q4 2014 Earnings Release	Q4 2014	0.8
NetApp Inc	NTAP US	Aft-mkt	Q3 2015 Earnings Release	Q3 2015	0.769
CenturyLink Inc	CTL US	Aft-mkt	Q4 2014 Earnings Release	Q4 2014	0.627
Tesoro Corp	TSO US	Aft-mkt	Q4 2014 Earnings Release	Q4 2014	1.528
Equifax Inc	EFX US	Aft-mkt	Q4 2014 Earnings Release	Q4 2014	1.013
Whole Foods Market Inc	WFM US	Aft-mkt	Q1 2015 Earnings Release	Q1 2015	0.454
TripAdvisor Inc	TRIP US	Aft-mkt	Q4 2014 Earnings Release	Q4 2014	0.369
Cisco Systems Inc	CSCO US	Aft-mkt	Q2 2015 Earnings Release	Q2 2015	0.514
MetLife Inc	MET US	Aft-mkt	Q4 2014 Earnings Release	Q4 2014	1.347
NetApp Inc	NTAP US	17:30	Q3 2015 Earnings Call	Q3 2015