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Put It in the Win Column (OPEN, MA, TRIP, TRLG, SXCI, END)

Posted by Geoff Seiler at 7:13PM on May 2nd

While it was a mixed day on Wall Street, we’d put it in the win column for the bulls as stocks just remain resilient despite a much worse-than-expected ADP jobs report. Earnings were generally solid, but otherwise the market seemed…

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Earnings Good, Not Great (INTC, IBM, ISRG, CHSI, SXCI, YPF)

Posted by Geoff Seiler at 4:28PM on April 18th

Stocks slipped on the session following a day of good but not great earnings. While the market will once again react to earnings next session, tomorrow’s 10-year Spanish debt auction is likely to have an even bigger impact on equities…

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Crude Bubbling Over (KMB, ETN, HS, CI, YHOO, GOOG, CAT, HSFT, SXCI)

Posted by Geoff Seiler at 4:35PM on October 24th

Strong earnings from Caterpillar (CAT), a few large M&A deals, and even mention of QE3 from a Fed official sent stocks higher on the day. Meanwhile, crude was bubbling over after HSBC said that industrial demand in China increased month over…

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Afternoon Spy: Zynga Will Go Public, Social Networking Explodes (LNKD, BTX, PWRD, QIHU, SXCI, JASO, WLT, AAPL, HPQ, SINA, C)

Posted by Eric Monte at 1:46PM on July 1st

The markets are trading solidly higher Friday afternoon. The ISM Manufacturing Index expanded from 53.5 in May to 55.3 in June. Analysts’ consensus expected the index to fall to 51.1. In other economic news, total construction spending tumbled 0.6% in…

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Afternoon Spy: Some Bright Spots, Especially in China (ZAGG, LOGI, SXCI, GAME, KUTV, YOKU, FENG, PHI, TCL, FSLR, STP, TSL, KO, LNKD, AAPL)

Posted by Jason Smith at 2:10PM on June 1st

A very soft jobs number soured investors on stocks to open the day on Wednesday, and as the trading session has progressed, stocks have slid lower with barely a pause in the decline. There are, however, a few bright spots.

Today’s…

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Healthcare IT Stocks In Focus After Positive Comments (MDRX, AAPL, AH, NRCI, MDAS, SXCI)

Posted by Jason Smith at 11:56AM on December 16th

On an individual basis, a few members of the Healthcare IT and Software Stocks Index are bouncing on some bullish chatter today.

Following a feature with Jim Cramer on his “Mad Money” show, Allscripts-Misys (MDRX), a maker of healthcare software, is up…

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Not All Are Happy With The CVS – Walgreen Agreement (CVS, WAG, MHS, ESRX, SXCI)

Posted by Owen Vater at 9:30AM on June 18th

Drug stores CVS Caremark (CVS) and Walgreen (WAG) finally reached an agreement under which the latter will continue participating in Caremark’s pharmacy benefit management (PBM) national retail network on Friday. Caremark members will be able to fill their existing, new, or renewal…

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The Market Awaits Friday’s Jobs Number

Posted by Jim Ambrosio at 4:41PM on March 4th

Stocks posted moderate gains, as retail sales showed signs of strength in February and weekly jobless claims fell largely in line with estimates. The past several sessions stocks have largely been moving up slowly as overall the data is pretty…

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Deal Generates Positive Action in PBMs and Health Insurers

Posted by Max Magee at 11:10AM on April 13th

Investors eyed healthcare Monday, as Express Scripts (ESRX) announced its acquisition of WellPoint’s (WLP) benefit management business.

Express Scripts will pay $4.68 billion for WellPoint’s pharmacy benefit management business. The deal consists of cash and $1.4 billion in common stock. Express Scripts will…

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