Cummins returns to the growth sweet spot

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Cummins disappoints the greedy on margins

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Aloca’s earnings report sets the market to thinking about slowing growth

It’s not the dimension; it’s the direction that has the financial markets worried this morning after Alcoa (AA) reported third quarter earnings of 3 cents a share—excluding non-recurring items. That was better than the consensus estimate of a flat quarter. The problem, though, is that those better than consensus numbers came with a lower company forecast on global aluminum demand for 2012