NYSE:DELL

Dell Computers (DELL)

524.42
-13.53 (2.52%)
as of Oct 1, 2026, 3:09:47 pm Market Open.
110 watching
0
BUY
Slowly changing. PC market was slowing down and Windows 8 is not coming out until the summer. Better growth with new products coming. Cheap at these levels with a good balance sheet.
PAST TOP PICK
(A Top Pick Dec 8/11. Up 7.06%.)
PAST TOP PICK
(Top Pick Dec 8/11, Up 16.00%)
TOP PICK
(Top Pick Oct 27/11, Down 2.35%) Price has moved sideways but value is appreciating. 4 x earnings. Silly price for such a good and growing company.
DON'T BUY
Computer business is a dying business. People are buying tablets and smart phones. Valuation is very, very cheap and has a lot of cash. Hopefully they will make some kind of acquisition, get into some other business line or start returning cash to shareholders.
TOP PICK
Thinks they are a mover and a shaker. They changed their platform over the last couple of years and people haven’t noticed or don’t believe it. Company is buying back stock as are insiders. Values it at $28/share. Have cash on the balance sheet above their debt. In 4.5 years time the company will be all cash. It is no longer a PC company. Less than 10% is from PCs. Servers, IT services, storage, cloud computing, software, peripherals.
TOP PICK
Thinks they are a mover and a shaker. They changed their platform over the last couple of years and people haven’t noticed or don’t believe it. Company is buying back stock as are insiders. Values it at $28/share. Have cash on the balance sheet above their debt. In 4.5 years time the company will be all cash. It is no longer a PC company. Less than 10% is from PCs. Servers, IT services, storage, cloud computing, software, peripherals.
BUY
A technology company that has been doing rather well. His model price is $19.92, 16% upside. Thinks it will move higher here, certainly to the $19.50 level.
DON'T BUY
The problem is “what’s the future?” Not that expensive. Whether they can change their product line fast enough to compete against Apple (AAPL-Q) and all the other tablets that will come out on the market, he is not so sure.
TOP PICK
Aggressively trying to transition to more of a services and software driven company. Early on but have been quite successful. Trading at less than 7X forward earnings, net of cash. Attractive Risk/Reward. A lot of insider buying also.
DON'T BUY
Have stumbled. Used to dominate in PCs, especially in enterprise, but their direct marketing model kind of got out of whack when they started to go into emerging countries. She would prefer Hewlett-Packard (HPQ-N).
BUY
(Market Call Minute.) Likes the tech sector. This one has a little more issue and more competition problems. Won't be what they wear before but thinks the whole sector is turning. Wouldn't be his top pick.
DON'T BUY
A pretty good barometer of what is happening in the US economy. Have to become more integrated and more of the service provider, which is on their radar screen. He is avoiding all US stocks now because the Cdn$ will be going higher.
HOLD
Beat their numbers by a penny. Consumer business was weak. They are not a retail computer maker and most of their business comes from corporate. When you see an uptake on corporate and gov’t spending then you will see it do better. Stock is fairly cheap.
DON'T BUY
Thinks the PC sector has had its run. Can't see this company having a better year in stock performance than it did this year.
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