A pullback in health-care stocks following Pfizer's quarterly report nudged the broader market lower, snapping a two-day winning streak. The Dow Jones Industrial Average shed 26.30 points, or 0.3%, to end at 10270.55. The average was up 2.3% over the previous two sessions, its best such run since November. Pfizer was the weakest Dow component Wednesday, off 2.3% after announcing a lower-than-expected fourth-quarter profit. The drug maker's earnings forecast also disappointed. The S&P 500-stock index fell 0.6%, while the Nasdaq Composite Index was flat. So far this earnings season, companies have shown improved bottom lines, but have delivered little of a hoped-for increase in sales. Investors have been focusing on revenue as an indicator of broader strength in the U.S. economy. "Only about 30% of companies are reporting revenue increases, which bothers us," said David P. Prokupek, managing partner at Consumer Capital Partners, a Denver portfolio-management firm. "That's part of the reason we're in no-man's land for the market right now.[Read more...]