Dell Computers

DELL-Q

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Analysis and Opinions about DELL-Q

Signal
Opinion
Expert
COMMENT
COMMENT
March 20, 2020

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.

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Dell Computers (DELL-Q)
March 20, 2020

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.

BUY
BUY
February 27, 2020

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.

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Dell Computers (DELL-Q)
February 27, 2020

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.

BUY
BUY
November 5, 2019
As an ESG investment, how well does Dell score? Dell is in the 96th percentile for sustainability, but they lag in the governance area, like gender diversity and taxes paid, which is common for tech companies. However, they score high in the environmental side, like e-waste/recycling
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Dell Computers (DELL-Q)
November 5, 2019
As an ESG investment, how well does Dell score? Dell is in the 96th percentile for sustainability, but they lag in the governance area, like gender diversity and taxes paid, which is common for tech companies. However, they score high in the environmental side, like e-waste/recycling
Tim Nash

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Price
$0.000
Owned
Unknown
COMMENT
COMMENT
August 1, 2013

(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.

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Dell Computers (DELL-Q)
August 1, 2013

(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.

COMMENT
COMMENT
July 9, 2013

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.

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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.

PAST TOP PICK
PAST TOP PICK
June 20, 2013

(Top Pick Jul 25/12, 18.67%)

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(Top Pick Jul 25/12, 18.67%)

HOLD
HOLD
March 7, 2013

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.

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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.

SELL
SELL
February 5, 2013

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.

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Dell Computers (DELL-Q)
February 5, 2013

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.

COMMENT
COMMENT
February 4, 2013

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.

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Dell Computers (DELL-Q)
February 4, 2013

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.

HOLD
HOLD
January 24, 2013

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.

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Dell Computers (DELL-Q)
January 24, 2013

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.

DON'T BUY
DON'T BUY
January 10, 2013

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.

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Dell Computers (DELL-Q)
January 10, 2013

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.

DON'T BUY
DON'T BUY
August 22, 2012

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.

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Dell Computers (DELL-Q)
August 22, 2012

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.

DON'T BUY
DON'T BUY
July 31, 2012

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.

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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.

TOP PICK
TOP PICK
July 25, 2012
An IBM Junior. Still recognized as the #2 desktop operator but they are shifting the business mix over to enterprise solutions and services that have a much stronger and robust market. About $3 a share in cash. Very, very cheap. Believes it could be up 33% over the next year.
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An IBM Junior. Still recognized as the #2 desktop operator but they are shifting the business mix over to enterprise solutions and services that have a much stronger and robust market. About $3 a share in cash. Very, very cheap. Believes it could be up 33% over the next year.
DON'T BUY
DON'T BUY
June 13, 2012
Cisco (CSCO-Q) and DELL (DELL-Q) Value investments? If he had to own one of the 2, he would prefer Cicso. This company is an assembler. Doesn't feel the dividend is sufficient reward for such a cyclical stock.
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Cisco (CSCO-Q) and DELL (DELL-Q) Value investments? If he had to own one of the 2, he would prefer Cicso. This company is an assembler. Doesn't feel the dividend is sufficient reward for such a cyclical stock.
BUY
BUY
April 17, 2012
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.
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Dell Computers (DELL-Q)
April 17, 2012
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
PAST TOP PICK
April 2, 2012
(A Top Pick Dec 8/11. Up 7.06%.)
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(A Top Pick Dec 8/11. Up 7.06%.)
PAST TOP PICK
PAST TOP PICK
February 14, 2012
(Top Pick Dec 8/11, Up 16.00%)
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Dell Computers (DELL-Q)
February 14, 2012
(Top Pick Dec 8/11, Up 16.00%)
TOP PICK
TOP PICK
December 8, 2011
(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.
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Dell Computers (DELL-Q)
December 8, 2011
(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
DON'T BUY
November 21, 2011
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.
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Dell Computers (DELL-Q)
November 21, 2011
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
TOP PICK
October 27, 2011
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.
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Dell Computers (DELL-Q)
October 27, 2011
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
TOP PICK
October 27, 2011
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.
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Dell Computers (DELL-Q)
October 27, 2011
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
BUY
July 8, 2011
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.
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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
DON'T BUY
June 1, 2011
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.
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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
TOP PICK
May 11, 2011
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.
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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
DON'T BUY
July 26, 2010
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).
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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
BUY
April 12, 2010
(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.
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Dell Computers (DELL-Q)
April 12, 2010
(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
DON'T BUY
March 24, 2010
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.
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Dell Computers (DELL-Q)
March 24, 2010
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
HOLD
February 18, 2010
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.
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Dell Computers (DELL-Q)
February 18, 2010
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
DON'T BUY
December 18, 2009
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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Dell Computers (DELL-Q)
December 18, 2009
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.
DON'T BUY
DON'T BUY
December 17, 2009
Last earnings release had $.22 in earnings, while the Street had estimated $.28. Earnings estimates have been moving down for the next quarter and the next 12 months.
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Dell Computers (DELL-Q)
December 17, 2009
Last earnings release had $.22 in earnings, while the Street had estimated $.28. Earnings estimates have been moving down for the next quarter and the next 12 months.
Stan Wong

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Price
$13.740
Owned
Unknown
DON'T BUY
DON'T BUY
November 4, 2009
Has moved below the 50 day moving average. A lot of their products are pretty commoditized. Recently beat estimates. Prefers others such as Apple (AAPL-Q).
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Dell Computers (DELL-Q)
November 4, 2009
Has moved below the 50 day moving average. A lot of their products are pretty commoditized. Recently beat estimates. Prefers others such as Apple (AAPL-Q).
DON'T BUY
DON'T BUY
October 15, 2009
Historically have always sold direct but are starting to get into stores. Recently acquired Pro Systems had a very huge price in order to expand into Information Services. More attractive opportunities elsewhere.
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Dell Computers (DELL-Q)
October 15, 2009
Historically have always sold direct but are starting to get into stores. Recently acquired Pro Systems had a very huge price in order to expand into Information Services. More attractive opportunities elsewhere.
BUY
BUY
September 21, 2009
The whole PC supply chain appears to be on a major rebound. There's good demand for notebook computers and LCD screens that go with desktops. Has under performed Hewlett-Packard (HPQ-N). Have got a lot of the problems out of the way.
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Dell Computers (DELL-Q)
September 21, 2009
The whole PC supply chain appears to be on a major rebound. There's good demand for notebook computers and LCD screens that go with desktops. Has under performed Hewlett-Packard (HPQ-N). Have got a lot of the problems out of the way.
PAST TOP PICK
PAST TOP PICK
May 27, 2009
(A Top Pick Dec 3/07. Down 52.55%.) Advantage that it had by being strictly online was controlling costs and running a very tight supply line and taking cash before building. You can now buy competition online as well.
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(A Top Pick Dec 3/07. Down 52.55%.) Advantage that it had by being strictly online was controlling costs and running a very tight supply line and taking cash before building. You can now buy competition online as well.
DON'T BUY
DON'T BUY
April 21, 2009
Right on it’s model price of $10.60. They have other tech names, e.g. Microsoft or Oracle.
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Dell Computers (DELL-Q)
April 21, 2009
Right on it’s model price of $10.60. They have other tech names, e.g. Microsoft or Oracle.
TOP PICK
TOP PICK
February 6, 2009
Everybody hates this. The stock is under $10 and has $3 of cash, trading at 3X EBITDA. Extraordinarily cheap. Demand for computers is still going to be there when we come out of this recession and growth will emerge.
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Dell Computers (DELL-Q)
February 6, 2009
Everybody hates this. The stock is under $10 and has $3 of cash, trading at 3X EBITDA. Extraordinarily cheap. Demand for computers is still going to be there when we come out of this recession and growth will emerge.
DON'T BUY
DON'T BUY
December 29, 2008
The PC business right now is very difficult. There are a lot of players. Starting to get into the notebook business. Doesn’t expect to see dramatic growth over the next few years.
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Dell Computers (DELL-Q)
December 29, 2008
The PC business right now is very difficult. There are a lot of players. Starting to get into the notebook business. Doesn’t expect to see dramatic growth over the next few years.
TOP PICK
TOP PICK
November 14, 2008
The low-cost manufacturer of computers and hardware servers. Extraordinarily cheap. Close to $3 in cash. Trading at an enterprise value of about 2.5 X EBITDA. Great growth in international markets with their server business. Doing much better in portable computers and laptops.
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Dell Computers (DELL-Q)
November 14, 2008
The low-cost manufacturer of computers and hardware servers. Extraordinarily cheap. Close to $3 in cash. Trading at an enterprise value of about 2.5 X EBITDA. Great growth in international markets with their server business. Doing much better in portable computers and laptops.
BUY
BUY
October 21, 2008
Main customers are businesses and, so far, have been maintaining their capital outlay programs. Thinks there has been some product slippage by Hewlett-Packard (HPQ-N). The technology of the PC business is the key to success and feels they maintain a strong technological advantage to Hewlett-Packard. Needs a new technological cycle to come through. Good value at this level.
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Dell Computers (DELL-Q)
October 21, 2008
Main customers are businesses and, so far, have been maintaining their capital outlay programs. Thinks there has been some product slippage by Hewlett-Packard (HPQ-N). The technology of the PC business is the key to success and feels they maintain a strong technological advantage to Hewlett-Packard. Needs a new technological cycle to come through. Good value at this level.
TOP PICK
TOP PICK
October 7, 2008
People are going to be buying computers around the world and they have lowest cost computers. Michael Dell himself has been buying stock himself and it will triple or quadruple over the next three or four years. They are taking costs out of the equations.
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Dell Computers (DELL-Q)
October 7, 2008
People are going to be buying computers around the world and they have lowest cost computers. Michael Dell himself has been buying stock himself and it will triple or quadruple over the next three or four years. They are taking costs out of the equations.