Hewlett-Packard Co

HPQ-N

NYSE:HPQ

21.64
0.06 (0.28%)
The Hewlett-Packard Company or shortened to Hewlett-Packard was an American multinational information technology company headquartered in Palo Alto, California.
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Analysis and Opinions about HPQ-N

Signal
Opinion
Expert
COMMENT
COMMENT
March 13, 2019
He doesn't follow this closely, but it's in a strong sector. HP probably suffered an earnings decline recently. He owns Apple and Google instead--he'd rather bet on tech here. Nothing wrong with HP though, but it's not as strong as these two.
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He doesn't follow this closely, but it's in a strong sector. HP probably suffered an earnings decline recently. He owns Apple and Google instead--he'd rather bet on tech here. Nothing wrong with HP though, but it's not as strong as these two.
DON'T BUY
DON'T BUY
August 30, 2018

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.

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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.

DON'T BUY
DON'T BUY
August 20, 2018

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.

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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.

TOP PICK
TOP PICK
August 1, 2018

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)

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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)

COMMENT
COMMENT
August 9, 2017

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.

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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.

COMMENT
COMMENT
April 25, 2017

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.

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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.

COMMENT
COMMENT
August 8, 2016

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.

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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.

DON'T BUY
DON'T BUY
May 20, 2016

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.

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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.

PAST TOP PICK
PAST TOP PICK
January 12, 2016

(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.

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Hewlett-Packard Co (HPQ-N)
January 12, 2016

(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.

COMMENT
COMMENT
October 29, 2015

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.

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Hewlett-Packard Co (HPQ-N)
October 29, 2015

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.

Stan Wong

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Price
$27.370
Owned
Unknown
COMMENT
COMMENT
August 20, 2015

Numbers just came out and they had weak PC results. The PC business is a very hard business. Did a very good job of cost-cutting when the stock fell to around $10. They continually have to do that. You are not going to see a lot of top line growth. Splitting into 2 separate businesses in November. The printer side is where you want to be. There are other tech companies that are much better off and in a much better space.

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Numbers just came out and they had weak PC results. The PC business is a very hard business. Did a very good job of cost-cutting when the stock fell to around $10. They continually have to do that. You are not going to see a lot of top line growth. Splitting into 2 separate businesses in November. The printer side is where you want to be. There are other tech companies that are much better off and in a much better space.

COMMENT
COMMENT
February 27, 2015

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).

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Hewlett-Packard Co (HPQ-N)
February 27, 2015

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).

SELL
SELL
November 24, 2014

Trying to get ahead with this one is a tough go. The CEO has done a good job, but a good job with a bit of a mess. Have been very poorly managed at the board level and have made some really bonehead moves.

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Hewlett-Packard Co (HPQ-N)
November 24, 2014

Trying to get ahead with this one is a tough go. The CEO has done a good job, but a good job with a bit of a mess. Have been very poorly managed at the board level and have made some really bonehead moves.

TOP PICK
TOP PICK
November 4, 2014

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%.

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Hewlett-Packard Co (HPQ-N)
November 4, 2014

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%.

DON'T BUY
DON'T BUY
October 15, 2014

This is supposedly splitting into 2 companies. He doesn’t know if this is good or bad. A lot of their products are commoditized, and that is why they are focusing the printing division into a separate company. You might see this happen to a lot of large computer styled companies. Prefers others.

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Hewlett-Packard Co (HPQ-N)
October 15, 2014

This is supposedly splitting into 2 companies. He doesn’t know if this is good or bad. A lot of their products are commoditized, and that is why they are focusing the printing division into a separate company. You might see this happen to a lot of large computer styled companies. Prefers others.

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