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Hot Stocks and an End-of-Quarter Lift (LEN, WAG, APOL, HOGS, MCP, WZENY)

Posted by Geoff Seiler at 4:51PM on March 27th

Stocks took a breather following generally mixed earnings and economic data. Notably, as the quarter comes to a close this week, hotter stocks are seeing a lift while laggards are falling lower as portfolio managers adjust their portfolios to look…

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Goodbye Positive Year for the S&P 500 (CAVM, ACAT, MCP, NYT)

Posted by Geoff Seiler at 4:40PM on December 28th

Stocks slumped today as European worries weighed on the market again. Volume was light but today’s decline in the S&P 500 wiped out its modest gain for the year. The euro also fell to an 11 month low against the…

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We Could Be in Store for a Santa Claus Rally (UNH, KMP, KMI, T, MCP, MRGE, HZNP)

Posted by Geoff Seiler at 5:24PM on November 28th

Stocks climbed on the day, buoyed by strong Black Friday weekend sales data and news out of Europe on plans to help stabilize the weaker member of the EU. The solid sales data shows a U.S. consumer that continues to…

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Today’s ‘Good’ News Could Be Followed by Tomorrow’s ‘Bad’ (DIS, NVDA, MCP, ETFC, QPSA)

Posted by Geoff Seiler at 4:39PM on November 11th

Stocks ended a wild week on a high note after the yield on Italian bonds tumbled following the country’s senate approval of a package of economic reforms and austerity measures. Following passage in the lower house, Premier Silvio Berlusconi will…

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FOMC Spells Volatility Tomorrow (CCL, FDS, AZO, CAG, CRYXF, MCP)

Posted by Geoff Seiler at 4:42PM on September 20th

Stocks initially shrugged off some weak housing starts data and an Italian debt downgrade to climb higher, but the rally faded late in the day and the major market averages finished mixed. A two-day Fed meeting is currently underway, and…

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The Tail Wagging the Dog (NVDA, JCP, RRGB, MCP, JWN, CCME, BYI)

Posted by Geoff Seiler at 5:56PM on August 12th

Stocks trended nicely higher, buoyed by solid retail sales numbers and a strong earnings report out of high-end retailer Nordstrom (JWN). That was somewhat tempered by falling consumer confidence, and therein lies the biggest risk to the market and economy, where…

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Molycorp Leads Rare Earths Rally After New Supply Agreement (MCP, REE, AVL, LYSCF, REMX, NEMFF)

Posted by Todd Shriber at 12:44PM on July 28th

Shares of Molycorp (MCP), the largest U.S.-based rare earths miner, are soaring 8% and leading a broader rally in the rare earths sector after the company announced that one of its major supply agreements has been modified to allow the company…

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Afternoon Spy: Rare Earths Soar, Baidu Higher After Earnings (MCP, GE, BIDU, YOKU, RDA, YHOO, RSH)

Posted by Eric Monte at 1:34PM on July 26th

The markets are trading lower on Tuesday after new housing starts fell for the second consecutive month, declining from 315,000 in May to 312,000 in June. In other economic news, the Consumer Confidence Index increased from 57.6 in June to…

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Weekly Wrap: Quepasa Makes a Buy, 10 Companies That Will Never See All Time Highs (SWKS, HEV, QPSA, MCP, NXST, AAPL, ETFC, BAC, GOOG)

Posted by Eric Monte at 3:30PM on July 22nd

The markets traded higher for the week, gaining over 1%. The RF Semiconductor Index had the best performance of the week after Skyworks announced solid third quarter earnings. Also performing well this week was the Fuel Cell Stocks Index after…

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Seagate Slammed By Margin Concerns, Rare Earths Prices (STX, WDC, OCZ, EMC, NTAP, SNDK, STEC, MCP)

Posted by Jason Smith at 12:18PM on July 21st

Shares of hard disk drive maker Seagate Technology (STX) are plunging 17% after the company said rising rare earths prices will result in a 200-basis point margin headwind in the second half of this year. California-based rival Western Digital (WDC), which reports…

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