low of 47.4, even though PMI hit a four-month high of 49.7. With the market still in bull mode, the question is can U.S. strength pull up the rest of the world with it, or will Europe and elsewhere help bring the U.S. down.

The Fuel Cell Stocks Index was the top performing tickerspy Index on the day, led by Fuelcell Energy (Nasdaq: FCEL - News) with a 16% gain. The Chinese Solar Stocks Index was the day's worst performing tickerspy Index, with Yingli Green Energy (NYSE: YGE - News) down -10%.

Stocks fell on the day, with the Dow down -27 points to 12,939. The S&P lost -5 points to 1,358, while the Nasdaq lost -15 points to 2,933. Oil edged up 3 cents to $106.28 a barrel, while gold added $12.80 to $1,771.30 an ounce.

In economic news, the National Association of Realtors said existing-home sales rose in January for the third increase in the past four months. Existing-home sales jumped 4.3% to a seasonally adjusted annual rate of 4.57 million in January from a downwardly revised 4.38 million-unit pace in December.

In earnings news, shares of Dell (Nasdaq: DELL - News) plunged -5.8% after the computer giant implied it might post fiscal first-quarter revenue of $14.9 billion, below the $15.2 billion analysts were expecting. Dell said its fiscal fourth-quarter profit fell to $764 million, or 43 cents a share, from $927 million, or 48 cents a share, a year earlier. Revenue rose 2% to $16 billion. On an adjusted basis, Dell earned 51 cents a share. Analysts had expected EPS of 52 cents on revenue $15.96 billion. Forty-three pros held Dell in their portfolios at the end of Q4 and over 940 tickerspy members own the stock in their portfolios.

Shares of software maker Intuit (Nasdaq: INTU - News) soared 5.9% after the company reported a fiscal second-quarter profit of $118 million, or 39 cents per share, up from $73 million, or 23 cents per share, a year earlier. On an adjusted basis, Intuit earned 51 cents a share. Revenue rose to $1.02 billion from $878 million. Analysts had expected a profit of 45 cents per share on $1.01 billion in revenue. For the current quarter, Intuit forecast EPS of $2.47-$2.51 compared to the $2.49 consensus. For the full year, Intuit expects EPS of $2.90-$2.97 on revenue growth of 9%-11%, implying revenue of $4.185-$4.285 billion.

Shares of GPS maker Garmin (Nasdaq: GRMN - News) surged 9.3% after the company reported a fourth-quarter profit of $165.6 million, or 85 cents per share, compared with earnings of $132.9 million, or 68 cents per share, a year earlier. Revenue rose 9% to $909.6 million. Analysts had expected EPS of 62 cents on sales of $761.2 million. The company forecast full-year EPS of $2.45-$2.60 on revenue of $2.7-$2.8 billion. Analysts were expecting a profit of $2.49 per share on revenue of $2.56 billion.

Discount retailer Dollar Tree (Nasdaq: DLTR - News) reported fourth-quarter profit of $187.9 million, or $1.60 a share, compared with $162.5 million, or $1.29 a share, a year earlier. Revenue rose 13% to $1.95 billion on a 7.3% increase in same-store sales. Analysts had expected a profit of $1.58 a share on sales of $1.93 billion. For the current quarter, Dollar Tree expects EPS of 91-97 cents a share on sales of $1.65-$1.69 billion. Analysts were expecting a profit of 98 cents a share on revenue of $1.70 billion. The stock fell -0.7%. Forty-one pros held Dollar Tree in their portfolios at the end of Q4 and more than 210 tickerspy members own the stock in their portfolios.

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