Imaging and printing, personal computing, SaaS. Proceeds from SHOP and NVDA were used to buy this one. Reminds him of ORCL. Strong cashflows, mature business, stable market share, returning significant amounts back to shareholders, progress on efficiencies. Attractive PE in mid-teens. Price target of $39.50. Different from HPE stock. Yield is 3.59%.
(Analysts’ price target is $29.30)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.
It's now selling at exactly FMV. Its balance sheet can't support a stock buyback. In fact, they should be issuing stock. There's no upside. He doesn't like it now.
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)
One of the knocks against this has been its desktop bias. Has a good dividend yield and is understood to be a single digit grower with a more reasonable PE. If you like a reasonable and growing dividend, then this is not a bad idea. However, it is going to be a long road and he thinks you can do better.
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.
The printing business has amazing cash flow. Margins on colour ink cartridges are massive. This is trading at a ridiculous multiple, probably 6 or 7 times earnings. There is no question that there will be some revenue decline for the next couple of years. Thinks there will be a lot of shareholder value created here.
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.
(A Top Pick Nov 4/14. Down 31.52%.) When he bought this, it was a single company, but now it is 2 companies. The other one is Hewlett-Packard Enterprises (HPE-N). Hasn’t yet seen a quarterly report, but will get one in February. Doesn’t think the market is fully appreciating either one of these companies. This one is selling for about 7X earnings. He remains very, very bullish.
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.
Hewlett-Packard Co is a American stock, trading under the symbol HPQ-N on the New York Stock Exchange (HPQ). It is usually referred to as NYSE:HPQ or HPQ-N
In the last year, 2 stock analysts published opinions about HPQ-N. 1 analyst recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Hewlett-Packard Co.
Hewlett-Packard Co was recommended as a Top Pick by on . Read the latest stock experts ratings for Hewlett-Packard Co.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
2 stock analysts on Stockchase covered Hewlett-Packard Co In the last year. It is a trending stock that is worth watching.
On 2023-05-30, Hewlett-Packard Co (HPQ-N) stock closed at a price of $30.93.
They just reported, up 15% this year so far. But the quarter was mixed though mostly beat expectations: sales were a tad light, earnings beat though, excellent cash flow, good operating margin and raised their full-year forecast.