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Although the excitement from Dow 20,000 still permeates news headlines, savvy investors may want to enter the week ahead with a skeptical eye after some mixed readings on the health of corporate America.

Coffee king Starbucks (SBUX) - Get Free Report said U.S. same-store sales rose 3% for the first quarter ended Jan. 1, missing analyst forecasts for a 4% gain. Of particular concern is that the number of transactions at Starbucks U.S. stores fell 2%. Adjusting for the impact of changes to Starbucks' loyalty program last year, transactions at U.S. stores were unchanged (also disappointing in light of the company's big mobile ordering push). 

Shares of the richly valued Starbucks fell as much as 3.7% to $56.35 during afternoon trading Friday.

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You can blame the notion that Starbucks now has too many stores in the U.S. and sales just have to slow, or that consumers are continuing to watch their pennies, but the reality is that cooling sales at Starbucks should toss up a red flag in the minds of investors against a backdrop of runaway stock markets. That thought is further reinforced by poor fourth quarter earnings this week from the likes of Barbie maker Mattel (MAT) - Get Free Report , and a tepid outlook from heavy equipment manufacturer Caterpillar (CAT) - Get Free Report .

The machine maker slashed its guidance for sales this year from $38 billion to a range of $36 billion to $39 billion. It expects adjusted profit of $2.90 a share, which was well short of Wall Street estimates of $3.04 a share.

Yours truly along with TheStreet's Scott Gamm and Emily Stewart discussed these market nuances -- and of course the impact of Trump's rumored 20% border tax on Mexico -- during a new daily Facebook Live show before the opening bell (video below). Watch it, or it will be your loss.