(1) Tech moves up a notch. (2) Tech gets boost from M&A, Buffett, and Goldman. (3) Retailers mostly disappoint. (4) Profit margins declining for Hypermarkets while rising for Home Improvement Retail. (5) Politicians still on drugs’ pricing. (6) Industrials mostly ignoring strong dollar and weak energy capital spending. (7) Conglomerates have lots of ways to restructure. (8) Aerospace & Defense revenues and earnings have plenty of upside. (9) Weak West Coast port traffic could weigh on Transportation stocks.
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