Earnings After The Close…

Stocks
were
higher on a Cisco upgrade
and positive economic news from overseas.
Cisco
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got a boost after CIBC upgraded the stock. A quarterly
survey in Japan showed that capital spending rose 10.7% from April to June from
a year ago, and German industrial production came in at 1.6% — double the
projections.

Oil was lower after the OPEC head Yusgiantoro
said markets had a 1.5 million bpd oversupply and Hurricane Frances missed oil
rigs in the Gulf of Mexico.

Insurance stocks were higher after damage from
Hurricane Frances
appears to less than expected. Allstate
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is trading at 47.63, up 0.61. A study by Prudential found that property
and casualty insurers rose an average +2.9% after a major hurricane, and +1.1%
relative to the S&P 500.

Las Vegas Sands filed a $350 million IPO,
with Goldman Sachs as lead underwriter. The company is controlled by Comdex
founder Sheldon Adelson, 71.

The FDA
approved Eli Lilly’s
(
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anti-depressant Cymbalta.

Americans spend 3.5 billion hours a year in
traffic, up from 700 million hours 20 years ago. This according to

the Texas Transportation
Institute’s annual Urban Mobility Report, released Tuesday.

After the close, Neiman Marcus
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beat by 0.10 and beat on revenues. Apollo Group
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announced it
will expand into Mexico. TriQuint ]
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guided lower after the close.

Dow +80.96 10341.16
S&P 500 +7.67 1121.30
Nasdaq +14.08 1858.56

Strong today were: Brokers

(
XBD.X |
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+2.69%, Homebuilders
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HGX.X |
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+2.72%, Internet
(
XAL.X |
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+1.32%.

Weak were: Pharmaceuticals
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DRG.X |
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-0.16%. Semiconductors
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$SOX.X |
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-1.14%.

10-year Notes were +090 at 112 240

The dollar
was -0.29 at 89.24

Gold was -3.30 at 397.90

Crude Oil was -0.79 at
43.20

Volume was 1.2 billion on
the NYSE and 1.3 billion on the Nasdaq.

Market breadth was positive.

NYSE Issues
Advancing 2434 Up Vol 888
Declining 890 Down Vol 310
Ratio 2.73 2.86
Nasdaq
Advancing 1940 Up Vol 846
Declining 1156 Down Vol 445
Ratio 1.67 1.90

Stocks in the News

Intel
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was downgraded by Lehman following last week’s
disappointing update.

United Parcel
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received tentative federal approval to expand
into China.

Raytheon
(
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  won a $440 million missile contract with the
US Navy.

Fleetwood Enterprises’
(
FLE |
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earnings
rose.

Hovnanian
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HOV |
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beat by 0.11.

Seagate
(
SEG |
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guided higher, looking for between 6 and 8 cents per
share.

The US Army will open Halliburton’s
(
HAL |
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service contract to competitive bids.

Yellow Roadway
(
YELL |
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guided Q3 higher.

Brice Wightman