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The S&P 500 and Nasdaq edged higher on Monday as several bellwethers rose on brokerage upgrades and positive comments about the economy, but worries about eurozone sovereign debt problems limited gains. Worries about Greece's financial problems and other fiscally fragile eurozone countries has dragged Wall Street about 7 percent lower since mid-January.
But brokerage upgrades lifted shares of Dow components Home Depot Inc, Walt Disney Co and Exxon Mobil Corp, though the industrial average drifted 0.1 percent lower. In its upgrade of Home Depot, Morgan Stanley said it was optimistic about the home improvement chain's prospects as the housing market begins to recover.
J.P. Morgan cited improving economic conditions in its upgrade of Disney, but said the entertainment company's earnings recovery would lag its peer group. Over the weekend, European finance ministers tried to assure their counterparts in the Group of Seven industrialised nations that the eurozone's debt crisis is under control.
"There's a tug-of-war in the markets between the good news of the upgrades and strong earnings, and the bad news of the European debt," said John Praveen, chief investment strategist at Prudential International Investments Advisers LLC in Newark, New Jersey. "The macro picture for the United States is improving, and if we didn't have the debt issue, the markets would be rallying today on all the good news."
The Dow Jones industrial average fell 7.55 points, or 0.1 percent, to 10,004.98. The Standard & Poor's 500 Index gained 2.70 points, or 0.25 percent, to 1,068.89. The Nasdaq Composite Index was up 8.34 points, or 0.39 percent, to 2,149.47.
Financial stocks came under pressure. J.P. Morgan Chase & Co fell 1.1 percent to $37.89 and was one of the Dow's top drags, while Exxon and Home Depot were the two top boosts. Walt Disney was up 1.2 percent to $29.89, Exxon rose 1.1 percent to $65.07 and Home Depot climbed 3.1 percent to $28.84. Lifting the Nasdaq was Amazon.com Inc, which Collins Stewart upgraded on a recent decline in the shares. The stock rose 1.5 percent to $119.18.
Other gainers included Hasbro Inc and CVS Caremark Corp, both of which rallied after reporting stronger-than-expected fourth-quarter results. Hasbro also said it expects its revenue and profit to rise in 2010, sending its shares up 14 percent to $34.96. CVS rose 6.3 percent at $33.02. On the downside, Nasdaq OMX Group Inc fell 3.5 percent to $18.15 after it reported fourth-quarter earnings and sales that fell from the prior year.

Copyright Reuters, 2010

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