b'"Fundamentally sound, but prices for perfection," says Caleb Silver on the stock market. He weighs in on third quarter EPS for S&P 500 companies being 36.9% higher than September estimates. He believes that more government spending is good for stocks. However, new spending initiatives may be blocked. Finally, Silver discusses stocks that are making recent all-time highs. These include Microsoft (MSFT), Costco (COST), Home Depot (HD), J B Hunt Transport Services (JBHT), Valvoline (VVV), and ON Semiconductor (ON).'