Well, they are up 2.38% as I write. I think it is from the headlines. Personally, I don't understand it. Top line growth is 6-8%. To me that is not great growth. Sure they are growing their earnings largely through international growth--income is strong, but a 14.5% tax rate over a normal tax rate of 35% or so--is a wee bit distorting, at least based on my understanding.
We'll see if there is some realization that the DJ headlines vs the meat of the release has caused some cognitive dissonance. Perhaps I'm just missing something!
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