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S&P 500 is flirting with all-time highs. Its price-to-earnings ratio is now at its most expensive valuation multiple since September 2009. Today's Stocks & Topics: Investing Strategy, ADC - Agree Realty Corp., CF - CF Industries Holdings Inc., IPOs, Wal-Mart, Banks, SWKS - Skyworks Solutions Inc., CFX - Colfax Corp., LGND - Ligand Pharmaceuticals Inc.