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Stock markets closed on Mon., Tues. as storm hobbles New York

 Forced all U.S. Stock exchanges to close for first time in over 20 years due to natural disaster.  Prompted discussion of having a back-up system of some kind/ moving the finance district to area like Arizona.  Millions still without power/ thousands of homes destroyed.  Estimated costs as high as $60 Billion!

Flat for Week

RCP Poll Average StatesObamaRomneyElectoral Votes Colorad048.4%47.4%9 Florida47.7%49.1%29 Iowa48.0%46.0%6 Nevada50.0%47.3%6 New Hampshire49.2%47.4%4 Ohio49.3%46.4%18 Virginia47.6%47.9%13 Wisconsin50.4%45.0%10

PriorConsensusConsensus RangeActual Nonfarm Payrolls - M/M change114, ,000 30,000 to 168, ,000 Unemployment Rate - Level7.8 %7.9%7.8 % to 8.0 %7.9% Average Hourly Earnings - M/M change 0.3 %0.2 %0.1 % to 0.3 %0.0 % Av Workweek - All Employees34.5 hrs 34.5 hrs to 34.5 hrs34.4 hrs Private Payrolls - M/M change104, , ,000 to 167, ,000

Santelli Argues over jobs numbers Fri 23 Nov. 2 | 8:30 AM ET

 Reported earnings on Thursday  Expected earnings: $6.31 Billion, $1.93 per share  Q3 Profit: $6.1 Billion (down 15%)  Q3 Revenue: $ Billion (down 8.4%)  2.98 million barrels of oil and equivalents per day, down from 3.01 a year ago

Expected EPS Expected Revenue Q EPS Q Revenue Q EPS Q Revenue $2.83$67 Billion$3.92$61.3 Billion $2.69$56 Billion  Reported earnings on Friday  Production fell  Sold oil and gas at lower prices  August refinery fire hurt refining business  Gulf of Mexico operations hurt from Hurricane Isaac

 Stock price falls on weak earnings  Closed at (2.77%)  1 year % change: 3.66%

 Beat estimates of $1.95 EPS with earnings of $2.09, but down from 3Q 2011  Revenue beat forecasts, but down 8% from 3Q 2011  Stock closed on Thursday at $91.60 up $.43  Stock declined on Friday compared to Oil and Gas Industry

 Production: 3.96 million barrels day (down 7.5%)  Movement of drilling equipment to areas of higher concentrations of oil, since it is more profitable  Production should begin to increase

 Sluggish global economy has cut demand.  Revenue has decreased due to lower oil and natural gas prices, and lower production. Company:RevenueNet IncomeEPSP/E Chevron$ Billion$26.63 Billion$ Exxon$ Billion$45.09 Billion $ BP$ Billion$17.26 Billion$ Industry$ BillionN/A$

CompanyE.P.S.Stock Reaction Visa Positive +3.77% MasterCardPositive +1.64%

 Beat EPS estimate of $1.50 by $.04 or 2.67%  Posted revenues of $2.73B against the $2.52B estimate  Total processed transactions up  4.1 B cards, firmly ahead of MasterCard 3.34%

 Beat EPS expectations of $5.92 by $.25 or 4.22%  Posted revenue of $1.92B which missed expectations of $1.94B  Increase in total Processed transactions  Up to 1.9B cards 1.85%

 The Confidence Board index of confidence reached 72.2, the highest since February Up from 40.9 a year ago.  Goal of 90 that is consistent with a healthy economy  “We see extraordinary opportunity for growth in the payments industry.“ –MasterCard Management

Reporting Company Surprise TypePercent surprise Stock Reaction Ford Motor Co (F) Positive32.9% 8.01% Up General Motors Co (GM) Positive55.8%10.7 % Up  October sales – best in 5 years  Expects high sales level to continue into 2013  Dodge Ram and Caravan sales up big

 Surprisingly strong profit  Expecting full year operating loss of $1.5 t0 $1.8 billion in Europe  Targeting return to breakeven levels mid- decade  Cutting jobs in Europe  Reducing fixed costs – target of $500 million  Good not great outlook

GM Q3 Earnings Big Beat Wed 31 Oct 12 | 07:51 AM ET

 Profit trounced expectations  +33% surprise in EPS  Record high profit margins in North America  Hurt in Europe  Announced three plant closures  First profit in Asia Pacific/Africa since second quarter 2011  Margins will decrease, but optimism remains

 The company had revenue of million for the quarter, compare to the consensus estimate of million.  Baidu was downgrade by analysts at Citigroup from a buy rating to sell rating.  Credit Suisse set Baidu price target at 82. Now traded at 106  The company had revenue of million for the quarter, compare to the consensus estimate of million.  Baidu was downgrade by analysts at Citigroup from a buy rating to sell rating.  Credit Suisse set Baidu price target at 82. Now traded at 106

5 YR. 156%

 Google acquired and merged more than a hundred companies, in which includes map analysis, advertising, mobile software, video, etc.  Baidu mainly focus on search engine, which includes text search, domain search, music search, people search, etc.  If Google can be unblocked?

 China’s manufacturing industry enjoyed an improvement in trading conditions during October, with the latest HSBC Purchasing Managers’ Index™ coming in at 49.5 – up from 47.9 the previous month.  The upward swing was in part thanks to a rise in new orders – the first increase for a year.  Although the rate of contraction slowed in October, the figure of 49.5 still represents the 12 th month in a row in which the industry has shrunk.

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