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Morning Briefing

Wednesday, February 22, 2012

Morning Matters:

Taking Gains On NFLX in Morning Matters Portfolio
by Geoff Garbacz

Yesterday Comcast (CMCSA) announced they were going to compete against Netflix (NFLX). This news is enough of a catalyst to cause us to sell Netflix. We added this name to our portfolio on 11/8/2011 at $91.43 for a gain of 28.40%. More...

Today's Superstock Investor Stock Scorecard:

HEWLETT-PACKARD CO (HPQ)
by Superstock Investor

Yesterday Dell today Hewlett Packard (HPQ). The company will report earnings after the close. Estimates are for $0.87 versus $1.36. That is heinous. However, the company still throws off a ton of cash and Meg Whitman should be able to turn around the aircraft carrier. There is still nice upside ahead for this name and we would nibble ahead of earnings and add after the release. More...

Articles That Matter:

U.S. Futures Are Mixed On Poor Manufacturing Data Overseas
by Geoff Garbacz

This market update will serve as our Market Matters section today due to travel. Markets are at a nexus over whether to continue heading higher, stall or begin a correction. More...

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