In this video, Andrew Tonner explains his reason for preferring Dell over Hewlett-Packard for short-term returns. In a nutshell, Dell is in the midst of a takeover fight that will probably drive the stock higher. That said, if any buyout deal falls through, the stock could dive pretty quickly, too. HP, meanwhile, is still in the midst of a turnaround. The company remains heavily exposed to the declining PC market, and there's no guarantee that Meg Whitman's tough decisions will resurrect HP.

Check out the video for further details.

Andrew Tonner has no position in any stocks mentioned. The Motley Fool owns shares of Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.