Dow Breaks 10,000!

Stocks are
higher on a couple pieces of positive economic news.

Consumer confidence jumped to 106.1 in July — a two-year high and the fourth
consecutive monthly gain — with new home sales rising to 1,326K. However, oil
prices were higher, touching a high of $42 a barrel due to refinery problems and
shrinking crude stockpiles. Verizon
(
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posted earnings that beat by
6 cents with growth from its wireless business and declines in its landline
phone service. Revenue rose 6% to $17.8 billion with its wireless sales division
showing a 25% increase. VZ upped EPS estimates for the second half of the year
to $1.22 a share.

Lockheed Martin’s
(
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earnings rose to $296 million with sales up 14% to $8.78 billion; the company
expects full year revenue to reach $33.8 billion. Dupont
(
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posted
lower earnings at $503 million and upped FY 2004 earnings outlook to $2.30 a
share. The lower earnings were due to a $302 million charge for job cuts and
other one-time charges.

Dow +66.59 10026.43
S&P 500 +4.31 1088.62
Nasdaq +13.11 1852.12

Strong today are: Internet
(
ECM.X |
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+3.06%, Biotechs 
(
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+2.00%, Retail
(
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,
+1.98%,

Weak today are: Healthcare
(
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  +5.29%, Healthcare Provider
(
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-1.78% 

Economic news releases today
include: Consumer confidence level at 106.1 for July with new home sales also up
at 1,326K.

10-year Notes are -160
at 109.315

The dollar
is +0.68 at 89.90

Gold is -3.10 at 388.50

Crude Oil is +0.51 at
41.95

Volume is 677 million on
the NYSE, and 721 million on the Nasdaq.

Market breadth is mixed.

NYSE Issues
Advancing 1789 Up Vol 322
Declining 1270 Down Vol 326
Ratio 1.41 1.01
Nasdaq
Advancing 1711 Up Vol 434
Declining 1211 Down Vol 252
Ratio 1.41 1.72

Top Dow stocks are:

Verizon
(
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, +3.89%,
SBC Communications
(
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+2.73%, WalMart
(
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, +1.74%
 McDonalds

(
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, +1.63%.

Stocks in the news:

Anthem
(
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reported earnings of $237.9 million
with revenue up 12% to $4.53 billion. The company upped full year earnings
estimates to $7 a share.

AirTran Holdings
(
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earnings were lower at $16.8 million with its load factor rising 2.2 points to
75.4%.

L-3
(
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reported earnings of $88.1 million with
sales rising 40% to $1.68 billion. For FY 2004, LLL expects earnings of $3.40 a
share on revenue of $6.6 billion.

Genesis Microchip
(
GNSS |
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rose after reporting a
quarterly loss of $1.3 million on sales of $52.8 million on strong demand for
flat panel TV and LCD monitors.

Brice Wightman

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