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Apple ($AAPL) misses earnings but raises guidance.  (WSJ, SplatF, TechCrunch, MarketBeat, Daring Fireball)

In contrast Intel ($INTC) saw its surprising growth in its PC business.  (Money Game, FT)

Is Apple’s growth story still on track?  (SplatF, WSJ, UpsideTrader, Howard Lindzon, SAI)

Doug Kass thinks the life insurance sector is “stupid cheap.”  (TheStreet)

Fortune Brands ($FBHS) as a low-risk way to play a housing recovery.  (ValueWalk)

Buying the highest yielding dividend stocks doth not a income strategy make.  (A Dash of Insight)

Are ETFs responsible for short-covering rallies?  (FT Alphaville)

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