Dell Computers (DELL)

AI advacements? He likes DELL products. The stock does not have the greatest balance sheet however. He likes AI, but there are other device manufacturers that are better situated like NVDA, who is also well placed for gaming.

Certainly you should look at all high tech names, especially those with a monopoly. He prefers AMZN-Q and MSFT-Q. If Trump did not tell companies to move out of China, then certainly CoVid19 did.

(Worst call ever made.) Had thought the other side of their business would pick up and make up for the week PC side. It had been growing at 8% annually and she had thought that at some point investor focus would shift. Growth rates really declined to the point where they were not growing at all.

Looking to privatize at $13.65. The risk in buying is the possibility that it might not go private. PC business is very weak and very competitive.

(Top Pick Jul 25/12, 18.67%)

PC market has come under a lot of pressure and this company has not been able to come up with a solution. Michael Dell wants to take the company private and has made an offer of $13.65 a share. Big shareholders are asking for more. If he owned, he would probably hang on.

Going private and trading very, very close to the privatization price. If you own, he would recommend that you sell it. Very small risk that the deal won’t go through but it has to pass regulatory muster.

What if they take it private? You would get the share value. The deal involves them making you an offer. It will then trade up to that level. You could sell now and get out. The deal could call apart. Playing M&A is for sophisticated investors. He thinks a deal will get done here because of enough demand from insiders. He cannot predict the price the deal would close at.

In discussion with private equity firm. It is above a resistance/support line. This is going to be a volatile stock. It could make a test here. If it breaks $12 sell.

This still remains an old technology company. We are seeing a dramatic shift from PCs towards mobility and tablets. He would go with a company that has got some momentum.

Just reported and disappointed the street. Beat earnings on the bottom line but not on the top line. PC business is in trouble. Tablet world is taking over. Companies like this are really struggling to compete.

A lot of techs are single digit multiples. Model price of $ 17.20, 45% upside. Suspects it will get down to $9.77. We will see what happens there.