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CNBC Fast Money Halftime Report July 5, 2017

Im optimistic now, look, weve only had about two dozen companies, 5 of the s p reporting, but nike, oracle, darden, for example, all had very good things to say. And collectively, these 23 so far have had very good earnings. So right now, 23 Companies Reporting earnings theyre up 12 thats a good number that continues the end of that earnings recession that started three quarters ago heres the important thing look at the revenues up 8. 5 that is a very important number, because now its not just costcutting or buybacks, people have been complaining about, now were really seeing revenues 90 exceeding the estimates for those 23 thats way, way above normal what about the other 95 okay, so far, the estimates are 2 lower than the start of the quarter. Thats important, because you know, scott, analysts normally lower their numbers as we go through the quarter. But the average is about 4 . So analysts arent lowering the numbers nearly ....

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