The problem with this company is that it is a slow growth business. In the tech world there are companies that grow much faster. There are better opportunities out there where you are not paying a huge multiple for them.

This is the personal printing system division.  The revenue is growing as is their market share.  It trades at a cheap valuation that he thinks should double over time.  The monthly ink cartridge purchasing plan is brilliant, he thinks.  Yield 2.4%.  (Analysts’ price target is $25.60)

A technology company that has gone through its cycles of having done very well, and not doing very well at different times in the cycle. The chart shows it has done extremely well so far this year, but is getting really close to resistance. Look for it to break through $18.80. We are not in the technology cycle right now, so this is a good thing. If it breaks through around $18.80 that would be a positive sign.

Chart does not look strong. You have to validate as many factors as you can to raise the odds of success, and he does this by using technicals. This company gets tripped out of his process by the technicals. A great company, but not a great stock right now. This company is not really strong in the higher growth segment. 4.25% dividend yield.

This is splitting up which could add some shareholder value, but when you look at the stock trend of late, it doesn’t seem like the market is really appealing to that plan. The long-term technical trends are negative. All of the moving averages are falling and the stock price is below the 200 day moving average. Doesn’t really like this from a technical standpoint.

In 2010, 2011 and 2012, the stock was negative. After taking 3 years of a beating, the stock started to bounce back and has had a pretty good year. He is still not quite sure which way they want to go with the business. They have given direction that they want to transition from being a hardware business to software. Over 50% of their revenue still comes from the PC space, which is not a space he wants to be in, as he owns their competitor Apple (AAPL-Q).

Trading at less than 10X earnings. No net debt if you don't count the financing debt they use to finance equipment. Huge free cash flow generation. Company has returned to earnings growth. Thinks revenue growth will start next year. It will become a growth story again, to some degree, trading at an incredibly cheap valuation, probably $4 a share in the next couple of years. Recently announced they are going to split into 2 pieces, probably in 2015. Thinks this is a $50 stock. Yield of 1.78%.