Dell Computers

DELL-Q

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about DELL-Q

Signal
Opinion
Expert
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.
Showing 16 to 30 of 119 entries