MSFT - Microsoft - recommendation at MS - inexpensive stock with product cycle, it's been when you want to buy MSFT, I'm with this trade
PII - Polaris - Don't sell Polaris on Arctic Cat, Arctic Cat is a disaster, Polaris is only 10% snowmobiles which is the problem at Arctic Cat
CL - Colgate Palmolive - Ok this is the raw cost story, when you see commodities go down, Colgate is the one that is mostly you've heard of a consumer product stock, goes much higher
JBL - Jabil Circuit - upgraded to Buy at BofA - they do healthcare building and they do for tech building, if you think the stock is going higher then you wanna own tech
CLX - Clorox - dividend hike - this stock is almost back to where it was before it reported the so-called disappointing quarter, I continue to like it
HP - Hewlett Packard - stock down to 22 but this isn't a long-term play, I would not speculate short term. <But you like Microsoft over HP?> Yes, I do, good balance sheet too
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.