Final Trades: Welltower, Dell, Microsoft, and the IYC

Market Overview - CNBC will host a special report on the state of the retail investor at 3:00 PM Eastern [1] - The report will feature guests from Schwab, Dynasty Financial, and I Capital [1] Investment Opportunities - Dell Computer's gains are expected to be reflected in Super Micro's earnings, with anticipated revenue and earnings growth of 12% to 15% [2] - Microsoft is seen as a buying opportunity due to a 10% slide from its 52-week high [2] - Senior Healthcare Reed Scott is performing well, with expectations for Well Tower to move above $200 [3] - Despite previous concerns, the firm is becoming more constructive on consumer discretionary and plans to add to positions during weakness [3]