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" ... In terms of what went into the earnings beat, there is not much to see but clean top-line growth and improved margins. One analyst with ConvergEx Group wrote in a note Thursday that real earnings beats, like the happy families mentioned in Leo Tolstoy's Anna Karenina, all tend to feel the same. That is, "revenues exceed expecations and/or margins expand," writes chief market strategist Nicholas Colas. ... "