A few lines. You have sell, this gentleman says that HPQ is wonderful for the cloud. We might be a little early in dumping it. This reviewer indicates that it might have more good years, especially after it builds a strong base and fortifies the home front.
See: Hewlett Packard: Buy Into The Doubts As It Heads To $40, Cameron Kaine, Seeking Alpha, March 12, 2012
link-
http://seekingalpha.com/article/427981-hewlett-packard-buy-into-the-doubts-as-it-heads-to-40
As far as your concerns about Anadarko Pete, these firms are very positive on its future, all big name ones: Citigroup Investment Research, Deutsche Bank, Goldman Sachs,Jefferies, Market Edge, Morgan Stanley, Oppenheimer & Company, Raymond James, Standard & Poor's Equity Research, UBS, RBC Capital Markets.
Thought I might run this little idea by you. I was thinking of picking up long term options on the following 3 names: (FSLR), (AAPL), and (RIMM). I know that you believe that (RIMM) is yesterday's hash, however the company is doing fine in Europe to my understanding. In your analysis, only 1 man remains standing: Apple. I don't think the authorities will be too happy with that - monopoly is not looked upon favorably.
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