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More Supercharged M&A Likely on the Way (SYY, VAL, MMI, GOOG, RIG, CCME)

Posted by Geoff Seiler at 4:51PM on August 15th

Stocks continued their recent rebound, rising for a third-straight day. The economic data, which came in the form of the Empire State Manufacturing Index, was weak, but a slew of M&A activity, highlighted by Google’s (GOOG) purchase of Motorola Mobility (MMI), lifted…

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Summer Shopping Spree for Stocks Ahead? (JCP, VAL, VITA, SYK, PRM, BTX, LOW)

Posted by Geoff Seiler at 5:17PM on May 16th

With the head of the IMF (International Monetary Fund) embroiled in a scandal and the U.S. government reaching its $14.3 trillion debt ceiling, stocks sold off on the day. Given the backdrop, though, the market action was relatively subdued. The…

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Is Inflation Rearing Its Head? (CTRP, MGM, VAL, STEC, IPGP, HSWI)

Posted by Geoff Seiler at 4:59PM on February 14th

Stocks traded in a relatively tight range today, eventually ending mixed. While we think the economy is continuing to recover, inflation is also starting to rear its head, with food companies noting rising input costs and the Associated Press running an…

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Stocks Finish Mixed Amid European Worries, Hedge Fund Raids (TSN, VAL, NOVL, MSFT, GMCR)

Posted by Geoff Seiler at 4:55PM on November 22nd

Stocks rebounded from their intraday lows to finish mixed. The big news impacting the trading day was Ireland finally admitting that it was indeed in debt trouble and needed help. The fear continues to be that Portugal and Spain could…

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Can Retail Earnings Put Spotlight Back On Domestic Economic Improvement? (LOW, VAL, UHS, PSYS, PTV, COCO)

Posted by Jim Ambrosio at 4:40PM on May 17th

Stocks had a difficult morning before clawing their way back into positive territory late in the day. Worries over Europe continue to be an overhang, but with a plethora of retailers reporting earnings this week, some of the focus should…

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