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The FedEx Bump (FDX, DFS, WGO, NVLS, LRCX, ZOLL, CAGC)

Posted by Geoff Seiler at 4:52PM on December 15th

Stocks finished higher on the day, bolstered by a solid report and outlook from FedEx (FDX), although the major market averages closed well off their highs. The U.S. economic data, meanwhile, continues to be positive. However, Europe’s financial woes continue to…

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Europe Expectations High (AVAV, VRA, MON, TLB, CAGC, RFMD)

Posted by Geoff Seiler at 5:46PM on December 7th

Stocks ended the day mixed as investors continue to look towards an ECB rate decision tomorrow and the conclusion of an EU summit on Friday. Expectations appear to be fairly high, so unless there is some tangible progress or a…

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Europe Grabs Headlines, But China More Important (LULU, GES, BKS, KSS, CAGC, FNSR)

Posted by Geoff Seiler at 4:50PM on December 1st

After yesterday’s huge rally, stocks by and large took a breather, with the major market averages ending mixed. Given data today that officially showed that Chinese PMI fell below 50, which indicates contraction, it was a resilient showing. While Europe…

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Fall Rally Not Out of the Question (AVAV, MW, SWHC, GLW, CAGC, UFI)

Posted by Geoff Seiler at 4:38PM on September 8th

Stocks gave up ground today on the eve of an address on jobs by President Obama to a joint session of Congress tonight. Federal Reserve Chairman Ben Bernanke was also on the speaking trail, telling the Economic Club of Minnesota…

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Limited Global Production Powers Potash Higher (POT, CF, CAGC, CGA, TNH, IPI)

Posted by Eric Monte at 12:31PM on July 28th

Shares of Potash Corp of Saskatchew (POT), the world’s largest fertilizer maker, are up 3% after the company posted a second-quarter profit of $840 million, or 96 cents a share, compared with earnings of $480 million, or 53 cents a share,…

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Retail Shines as Banks See Declines (NKE, WMB, SUG, ETE, YOKU, LNKD, CAGC)

Posted by Geoff Seiler at 4:56PM on June 28th

Stocks had a second strong day in a row, something that hasn’t happened too often this summer. Optimism that Greece will pass austerity measures and avoid default helped buoy the market. Retail, meanwhile, had a good day, powered by a…

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Ideas for Speculators Among Hard-Hit Chinese Names (CBPO, CHBT, CSKI, CNOA, CGA, SEED, CAGC, RENN, DANG, YOKU, SORL, ZX, CAAS, WATG, ISS, CTFO, CNIT)

Posted by Jason Smith at 8:57AM on June 20th

While the market was positive last week for the first time in six weeks, speculative segments continue to struggle, weighed on by economic concerns, and, for Chinese names especially, ongoing concerns about accounting irregularities.

After last week’s action, Chinese Indexes…

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M&A Kicks Into Gear (TIF, T, VZ, OXPS, SCHW, VRGY, ATE, LTXC, URZ, CAGC)

Posted by Geoff Seiler at 4:45PM on March 21st

Stocks had a strong day, buoyed by a spate of acquisitions and more importantly an improving situation at the Fukushima Dai-ichi plant in Japan. The news overshadowed the U.S. and its U.N. allies getting involved in Libya, higher oil prices,…

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The Market Remains in Full Bull Mode (DELL, PFCB, ANF, FDO, ELOS, CAGC)

Posted by Geoff Seiler at 4:44PM on February 16th

Stocks shrugged off inflation data and some geopolitical tension as Iran sailed two warships through the Suez Canal on the way to ally Syria and past rival Israel (they were the first Iranian warships to pass through the Suez canal…

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Fertilizer Stocks Rally On Analyst Chatter, Mosaic Earnings (MOS, AGU, POT, CAGC, YONG)

Posted by Todd Shriber at 1:03PM on January 5th

Fertilizer stocks are surging today after Mosaic Company (MOS), the second-largest North American fertilizer producer, said its fiscal second-quarter profit topped Wall Street estimates thanks to rising phosphate prices and higher demand for potash. The Agricultural Chemical and Fertilizer Stocks Index…

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