Intel's focus on servers will give the company the revenue to grow its mobile business, says Kim Forrest, Senior Equity Analyst for the Fort Pitt Capital Total Return Fund. Forrest adds that Intel pays a healthy dividend so investors will get paid to wait until they see mobile traction later this year. She is also bullish on IBM due to its strong services business. Forrest says CEO Virginia Rometty is moving the company in the right direction, growing margins even if top line growth remains challenged. Finally, Forrest likes CA Technologies, saying the company has the right products and is undeservedly unloved.

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