Hewlett-Packard (HPQ): When it comes to tech, investors don't want solid performers, they want names that could surprise to the upside as the economy grows. HP fits the bill.
The 11% year-over-year uptick in worldwide machine sales in August is roughly unchanged from the 12% increase in July.
Jim Cramer says when this market gets some bad news after its remarkable run, investors have to break out the dominoes to explain the decline.
U.S. companies that have significant sales in Europe are about to reap the benefits of a weak greenback. These big-names will especially be winners.