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Toddo On TV: Commodities Down, Margins Up


Markets, movers and more.

The single biggest dynamic in the marketplace today: The chasm between credit and equity markets - and the risk of a downside disconnect. Toddo almost pulled a Tom Cruise yesterday, jumping up and down on this crucial point.

Now watch this! Toddo's staring at credit card companies Visa (V), Mastercard (MA) and American Express (AXP). The vulnerability Minyanville's been highlighting has come home to roost.

In the Buzz & Banter segment, Toddo discusses how the commodity comedown has significantly reduced input costs. Of course, consumer non-durables won't be passing the savings on to the end user, helping margins at General Mills (GIS), Coca-Cola (KO) and Johnson & Johnson (JNJ). On the flipside, it could make for headwinds for the likes of Sears (SHLD) and Wal-Mart (WMT).

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Position in GIS, KO, JNJ, WMT.

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