Just noticed the earnings calendar for late Feb - bunch of Canadian banks about to report. RY (Royal Bank) is one to watch, consensus is looking for $2.81 EPS which would be up 10% YoY. Interesting that it's trading at 14.92 P/E, above the banking sector average of 12.10. They missed last quarter though, so not a guaranteed beat. TD and CM also on the list that day - TD's been crushing it every quarter, already beat 4 times in a row. CM similar story, solid track record. On the other side, some energy and utility names reporting too. VST and SRE have pretty different outlooks - VST's EPS expected to jump 120% but they totally whiffed last quarter. WBD coming with a massive EPS beat potential (110% increase) but that P/E of 71 is wild compared to the 6.10 industry average. Honestly the spread between what these companies are valued at vs their peers is pretty telling about market expectations right now.

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