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Tech Results Good Enough; Rally Likely Not Derailed (BAC, FFIV, UNH, EK, TSL)

Posted by Geoff Seiler at 4:40PM on January 19th

Some solid earnings results, continued improvement in the jobs market, and restrained inflation helped stocks extend their recent rally. Tech has helped lead the market rally this year (along with a rebound in financials) and will be in the spotlight…

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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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Will Solid Earnings Stabalize the Market? (IBM, UNH, BAC, KO, FCEL, GBG)

Posted by Geoff Seiler at 4:56PM on July 19th

As we noted yesterday, we thought strong earnings could help lift the market out of its recent malaise, and did they ever. On the back of solid corporate profits and some progress on the debt-ceiling front, stocks had their best…

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Strong Earnings Trump Middling Data (CMG, QCOM, FFIV, UNH, TZOO, HNI)

Posted by Geoff Seiler at 5:02PM on April 21st

Stocks had another good day, as solid earnings, especially from the beaten down tech sector, spurred buying interest in equities to close out a shortened week. The economic data out today wasn’t great, but earnings were strong enough for the…

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High-Beta Stocks Coming Back to Earth, Fast (FFIV, XLNX, UNH, MS, DDS, MNKD)

Posted by Geoff Seiler at 4:48PM on January 20th

Stocks fell on the day, with the Nasdaq once again leading the market lower. High-beta stocks that had been market leaders have been hit particularly hard, and this very well could be beginning of the pullback we said we’ve been…

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Healthcare Stocks in Focus as Judge Scrutinizes Obamacare (HMA, CYH, THC, UNH, WLP, AET, CI)

Posted by Jason Smith at 9:02AM on December 14th

On Monday, select components of the healthcare sector got a bump after headlines indicated that a federal judge declared the Obama administration’s healthcare overhaul unconstitutional. U.S. District Judge Henry E. Hudson of Virginia said that to penalize Americans who don’t…

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Berkshire’s Buffett in Selling Mood in Q1

Posted by Jim Ambrosio at 1:05PM on May 24th

Warren Buffett was busy making moves with Recommended List selection Berkshire Hathaway’s (BRK.B) large investment portfolio in Q1. While he added to some positions, most of his attention was focused on trimming or exiting stakes.

Buffett completely exited positions in health insurers…

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Billionaire Buffett Mostly Taking Profits During Berkshire’s Big Quarter (BRK.A, BDX, IRM, RSG, COP, KFT, GCI, JNJ, PG, KMX, COST, MCO, MTB, WLP, UNH, TRV, STI, BRK.B)

Posted by Max Magee at 8:23AM on May 18th

As shares of his firm Berkshire Hathaway (BRK.A, BRK.B) rebounded impressively and the company closed its largest deal ever, a takeover of railroad Burlington Northern, billionaire Warren Buffett’s firm was adding to selected holdings while trimming several more.

Looking at Buffett’s holdings…

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Post-Bill Healthcare Checkup: One Month Later (HMA, THC, CYH, MRK, SNY, ABT, GSK, AZN, RAD, CVS, UNH, HUM, HNT)

Posted by Owen Vater at 1:44PM on April 21st

A month ago we covered the broad-based healthcare rally that ensued following the passing of President Obama’s healthcare reform bill, and while stocks have largely hung on to gains ever since, many sub-sectors have fallen short of the S&P 500…

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Healthcare Indexes Rally On End To Uncertainty (HMA, THC, CYH, UNH, WLP, AET, C, NBS, ATHX, KOOL, ASTM)

Posted by Jason Smith at 1:31PM on March 22nd

Investors hate uncertainty, and debates related to President Obama’s healthcare reform bill had weighed on the related equity sectors ahead of yesterday’s vote in the House of Representatives. While the new bill requires Senate approval, traders and the media appear…

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