NYSE Euronext (NYX) was supposed to screw it up again. Instead, we have a company where the estimates are way too low. I have to believe we'll get some real number bumps and upgrades. There are eight analysts who don't like this stock. Some will break ranks.

Or Anadarko (APC). People freaked out after Apache (APA). People saying the group is dead! Oh, give me a break! The earnings growth here, north of 15% for as far as the eyes can see, is incredible.

How can Emerson (EMR) deliver in this environment? It is amazing to me, just amazing. Five years ago, the old Emerson -- motors for appliances -- would have flopped big. Instead the company's earnings are accelerating

Or Molson Coors (TAP). Can you imagine? Can you imagine the raw costs of beer here? But the numbers were awesome, just extraordinary.

I would buy Altria (MO) here to participate, as no one seems to have put that link together

Just an awesome display. In fact, the only real stinker today -- besides Fannie Mae (FNM), which no one seems to care about -- was Perrigo (PRGO), and that's just because people had bid it up as a substitution play, a trade-down play, because it makes generic products.

Just an awesome display. In fact, the only real stinker today -- besides Fannie Mae (FNM), which no one seems to care about -- was Perrigo (PRGO), and that's just because people had bid it up as a substitution play, a trade-down play, because it makes generic products.