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Surprise Upside (XOM, POT, AKAM, PEP, RYL, BTX)

Posted by Geoff Seiler at 4:39PM on April 26th

Every time the market has shown signs of pulling back this year, it has rallied strong. This week was no exception, with stocks up nicely the last two days. The jump in the market was somewhat surprising, though, as earnings…

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After Quick Rally, Headline Risks Remain (PEP, AA, PGR, LIZ, JCP, ISS, JVA)

Posted by Geoff Seiler at 4:39PM on October 12th

Stocks rose on the day, shaking off a disappointing earnings report from Alcoa (AA) and a “no” vote from Slovakia on strengthening the European Financial Stability Facility (EFSF). The other 16 EU members had already voted yes to the changes for…

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Growing Up with Steve Jobs (In a Parallel Universe) (AAPL, INTC, MSFT, PEP)

Posted by Next Inning at 12:38PM on August 26th

Although the news of Apple (AAPL) founder and CEO Steve Jobs’ resignation has been in works for a long time, the announcement on Wednesday came sooner than those who have long admired his story and leadership had hoped. The Apple board…

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Morning Spy: Searching For Direction (COOL, GLUU, SINA, QPSA, MCC, MVC, EDU, CEU, SODA, FIZZ, ERJ, HPQ, GOOG, GLD, SLV, JPM, C, BA, PEP, PM)

Posted by Eric Monte at 11:41AM on June 6th

Monday has started with the markets searching for direction. Early in trading the markets are flat and are looking to rebound from the poor performance of last week. No economic news or key earnings will be announced today to help…

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A Glimpse into the Goldman Sachs Portfolio (GS, AAPL, GOOG, MSFT, QCOM, ORCL, SPY, EEM, EFA, IWM, GE, GENZ, PEP)

Posted by Jason Smith at 9:41AM on February 17th

After a tumultuous couple of years, Goldman Sachs Group (GS) got back on track in 2010, settling litigation related to the 2008 mortgage meltdown and cementing its position as the premier investment bank on Wall Street. Thanks to its pedigree, the…

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Market Action Points to Bull Market Stregnth (WFMI, AKAM, NUAN, PEP, CSCO, IPGP, EDN)

Posted by Geoff Seiler at 4:37PM on February 10th

Stocks managed to brush aside Cisco’s (CSCO) weak guidance and a few other lackluster earnings reports to finish mixed on the day. Today’s action continues to point to the strength of the current bull market, as in a weaker market the…

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Stocks Look Strong Despite Potential Speedbumps (ARO, PSS, KR, PEP, WBD, FNSR)

Posted by Geoff Seiler at 5:01PM on December 2nd

Stocks followed through on yesterday’s rally with another strong day, despite generally mixed economic data. Besides an improving economic outlook and solid retail data, another reason we expected a Santa Claus Rally was that with a wide swath of fund…

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PepsiCo Gains Ground in Russia (PEP, WBD, JMBA, MTL, NILSY, OGZPY)

Posted by Christopher Windham at 11:36AM on December 2nd

U.S. beverage giant PepsiCo (PEP) is continuing its foray into Russia’s food and beverage market with its announced acquisition of Russian dairy products and fruit-juice maker Wimm Bill Dann Foods (WBD) in a deal valued at $5.8 billion.

The deal is PepsiCo’s largest…

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A Glimpse into the Goldman Sachs Portfolio (GS, SPY, IWM, EFA, EEM, MSFT, AAPL, ORCL, CSCO, GOOG, BAX, JNJ, DG, JPM, PEP)

Posted by Jason Smith at 10:30AM on November 18th

During the third quarter, Goldman Sachs Group (GS) raked in $1.86 billion in net revenue from equities trading and commissions, and while the figure was down by a third from the same period last year, it’s always interesting to see where…

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Those With Jobs Continue To Spend (PEP, MAR, RT, ANF, M, LTD, JWN, SKS, ADBE)

Posted by Geoff Seiler at 4:40PM on October 7th

Stocks had another mixed day, with this time the Nasdaq being on the upside. While weekly jobless claims improved, the overall jobs picture remains lackluster. However, those with jobs continue to spend, with September being another pretty solid month of…

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