Monday
Markets in Canada are closed for Family Day, in the U.S. for Presidents Day
Tuesday
U.S.
Economic lookahead
Housing Market (Feb.)
Featured Earnings
CAI International Inc (NYSE: CAI) (Q4) EPS estimates for gain of 56 cents, compared to 75 cents in the prior-year quarter.
Express Scripts Holding Company (NASDAQ: ESRX) (Q4) EPS estimates of $1.55, compared to $1.39 in the prior-year quarter.
Potbelly Corp (NASDAQ: PBPB) (Q4) EPS estimates of six cents, identical to the prior-year quarter.
Canada
Economic lookahead
Monthly Survey of Manufacturing (Dec.) Manufacturing sales increased 1.0% to $50.8 billion in November, led by higher motor vehicle sales in Ontario.
CREA Stats (Jan.) The Canadian Real Estate Association reported that national home sales edged lower by 0.6% in December 2015 compared to the previous month. Actual (not seasonally-adjusted) activity was up 10% compared to December 2014.
Featured Earnings
Restaurant Brands International Inc. (T.QSR) (Q4) EPS estimates for gain of 30 cents, compared to loss of $1.72 in the prior-year quarter. This week, the parent company of Tim Hortons and Burger King announced the establishment of BK Spain 2016, S.L., the joint venture between Burger King Europe GmbH and the shareholder of BK QMI Spain, S.L., formerly known as Quick Meals Ibérica, S.L., to accelerate net restaurant growth potential and continue to expand the BURGER KING® brand in Spain.
H&R Real Estate Investment Trust (T.HR.UN) (Q4) EPS estimates of 44 cents, compared to 50 cents in the prior-year quarter
Wednesday
U.S.
Economic lookahead
Redbook (Weekly)
Housing Starts (Jan.)
Producer Price Index – Final Demand (Jan.)
Industrial Production (Jan.)
FOMC Minutes (2 p.m. ET)
Featured Earnings
Dr Pepper Snapple Group Inc (NYSE: DPS) (Q4) EPS estimates of 98 cents, compared to 88 cents in the prior-year quarter. This week, Dr. Pepper announced that its Board of Directors authorized the repurchase of an additional $1 billion of the company's common stock. In total, the company has now authorized $5 billion of share repurchases. Through the third quarter of 2015, the company repurchased $3.2 billion of its common stock.
Forestar Group (NYSE: FOR) (Q4) EPS estimates of 44 cents, compared to 32 cents in the prior-year quarter.
NetApp Inc. (NASDAQ: NTAP) (Q3) EPS estimates of 52 cents, compared to 60 cents in the prior-year quarter. In early February, NetApp completed the acquisition of SolidFire. SolidFire combines the performance and economics of all-flash storage with a webscale architecture that radically simplifies data center operations and enables rapid deployments of new applications.
Economic lookahead
International Transactions in Securities (Dec.) Canadian investors acquired a record $16.5 billion of foreign securities in November, mainly U.S. securities. Meanwhile, foreign investment in Canadian securities slowed to $2.6 billion, largely on lower acquisitions of Canadian bonds.
Featured Earnings
Barrick Gold Corporation (T.ABX) (Q4) EPS estimates of seven cents, compared to 15 cents in the prior-year quarter.
Constellation Software Inc. (T.CSU) (Q4) EPS estimates of $4.71, compared to $4.09 in the prior-year quarter.
Thursday
U.S.
Economic lookahead
EIA Petroleum Status Report (Feb. 4-10)
Weekly jobless claims (Feb. 4-10)
Leading indicators (Jan.)
Federal Balance Sheet
Featured Earnings
Boston Beer Co. (NYSE: SAM) (Q4) EPS estimates of $1.11, compared to $1.40 in the prior-year quarter.
DISH Network Corporation (NASDAQ: DISH) (Q4) EPS estimates of 13 cents, compared to 88 cents in the prior-year quarter. Sling TV and Dish Network are opening a software development office in downtown Denver, part of an effort to expand its in-house capability to build and support the tech side of its platform, including the on-demand Sling service and popular Hopper DVR/receiver. The move will mean the addition of 100 tech jobs.
Nordstrom Inc. (JWN) (Q4) EPS estimates of $1.22, compared to $1.32 in the prior-year quarter.
Canada
Economic lookahead
Employment Insurance (Dec.) In November, 544,200 people received regular Employment Insurance benefits, up 0.6% from October. On a year-over-year basis, the total number of EI beneficiaries was up 45,800 or 9.2%, the largest increase since February 2010.
Wholesale Trade (Dec.) Wholesale sales rose for the first time in five months, up 1.8% to $55.9 billion in November.
Featured Earnings
Fairfax Financial Holdings Limited (T.FFH) (Q4) EPS estimates of $5.49, compared to 49 cents in the prior-year quarter.
Fortis Inc. (T.FTS) (Q4) EPS estimates of $5.49, compared to 49 cents in the prior-year quarter. Early this week, Fortis and ITC Holdings entered into an agreement and plan of merger pursuant to which Fortis will acquire ITC in a transaction valued at approximately $11.3 billion U.S.
Canadian Tire Corporation Limited (T.CTC.A) (Q4) EPS estimates of $2.57, compared to $2.59 in the prior-year quarter.
Inter Pipeline Ltd. (T.IPL) (Q4) EPS estimates of 35 cents, compared to 23 cents in the prior-year quarter. This week, Inter Pipeline announced today the declaration of a cash dividend of $0.13 per share for February to be paid on or about March 15
Yamana Gold Inc. (T.YRI) (Q4) EPS estimates for loss of two cents, identical to prior-year quarter.
Friday
U.S.
Economic lookahead
Consumer Price Index (Jan.)
Featured Earnings
Barnes Group Inc. (NYSE: B) (Q4) EPS estimates of 66 cents, compared to 62 cents in the prior-year quarter. This week, Barnes board of directors declared a quarterly cash dividend of $0.12 per share. The dividend will be payable March 10, to shareholders of record at the close of business on February 25.
Deere & Co. (NYSE: DE) (Q4) EPS estimates of 71 cents, compared to $1.12 in the prior-year quarter.
Semler Scientific Inc (NASDAQ: SMLR) (Q4) EPS estimates for loss of 28 cents, compared to loss of 25 cents in the prior-year quarter.
Canada
Economic lookahead
Consumer Price Index (Jan.) Inflation rose 1.6% in the 12 months to December, after increasing 1.4% in November. On a seasonally-adjusted monthly basis, the Consumer Price Index increased 0.1% in December, after increasing 0.2% in November.
Retail Sales (Dec.) Retail sales rose 1.7% in November to $44.3 billion
Featured Earnings
Enbridge Inc. (T.ENB) (Q4) EPS estimates of 52 cents, compared to 49 cents in the prior-year quarter.
