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RBC Capital thinks 2011 will be a year that sees a lean towards firms with true "secular"...

RBC Capital thinks 2011 will be a year that sees a lean towards firms with true "secular" growth. RBC gives an Outperform rating to Hewlett-Packard (HPQ +1.8%), which will see stable growth in its services and printing supplies operations. Another Outperform pick is EMC (EMC -0.2%), given enterprise data storage spending will rise about 7% this year.
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