Dell Computers

DELL-Q

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0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about DELL-Q

Signal
Opinion
Expert
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.
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.
COMMENT
COMMENT
January 23, 2008
Their presence with the consumer and getting into the retail channel is going better than what most people had expected. Liked the fact that they were doing so well globally. Had never done very well with the US consumer. They still outgrow the PC market in China.
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Dell Computers (DELL-Q)
January 23, 2008
Their presence with the consumer and getting into the retail channel is going better than what most people had expected. Liked the fact that they were doing so well globally. Had never done very well with the US consumer. They still outgrow the PC market in China.
DON'T BUY
DON'T BUY
December 6, 2007
Has suffered in the last little while because of competition. Initially, their business model was fantastic. Consumers have now migrated back to the retailers again. Sees some positives in what they are doing, but still they are suffering.
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Dell Computers (DELL-Q)
December 6, 2007
Has suffered in the last little while because of competition. Initially, their business model was fantastic. Consumers have now migrated back to the retailers again. Sees some positives in what they are doing, but still they are suffering.
TOP PICK
TOP PICK
December 3, 2007
Has been beaten up. Organization has been restructured. They are making the changes that the consumer wants. Thinks they will announce a $10 billion plus share buyback in the next little while. Good price.
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Dell Computers (DELL-Q)
December 3, 2007
Has been beaten up. Organization has been restructured. They are making the changes that the consumer wants. Thinks they will announce a $10 billion plus share buyback in the next little while. Good price.
BUY
BUY
November 30, 2007
After it got hit today, this is a very attractive stock. Revenue growth is moving along very nicely but their costs slipped out of control. Got squeezed on profit margins that have hurt them a little. Ultimately they will get it right. Have $15 billion in cash. Thanks they will be buying back stock.
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Dell Computers (DELL-Q)
November 30, 2007
After it got hit today, this is a very attractive stock. Revenue growth is moving along very nicely but their costs slipped out of control. Got squeezed on profit margins that have hurt them a little. Ultimately they will get it right. Have $15 billion in cash. Thanks they will be buying back stock.
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