Dell: Despite Consumer Segment Horror Show, It Has More Upside
February 20, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Brendan Wagner submits:
I didn’t lie. This is disgusting.
On $3.547billion in fourth quarter revenue, Dell’s (DELL) consumer division made $9million dollars, for an operating income margin of .2%.
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Dell: Sleeping Giant or Tech Dinosaur?
January 21, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Invest With An Edge submits:
Investing in Dell Inc. (DELL) stock used to be very profitable. Texas-based Dell revolutionized the way consumers purchased personal computers. Dell was in the right place at the right time, offering customers the ability to pick and choose what they wanted in their computers. This approach was rewarded by investors; Dell was once one of the highest fliers on the Nasdaq. Anyone who bought the shares in 1988 when they first went public and still holds them today is up about 20,000%.
Recent years, however, have not been kind to Dell. The stock is down about 60% in the last five years. Founder Michael Dell returned to leadership in a move many thought would be an elixir for a lost company. The longer-term picture was soon discovered to be just as dour as previously thought. Consequently, Dell’s stock has been languishing.
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Cramer’s Stop Trading! What the Dell (11/20/09)
November 22, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Jim Cramer
Stocks discussed on Jim Cramer’s Stop Trading! TV Segment, Friday November 20.
Apple (AAPL), Dell (DELL), Hewlett-Packard (HPQ), Warner Chilcott (WCRX), Procter&Gamble (PG), J.M Smucker (SJM), Sonoma (WSM), Tiffany (TIF), Ralph Lauren (RL)
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Dell Acquisition Draws Criticism from Cramer
September 22, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Jim Cramer
Ockham Research submits:
Monday, we speculated that perhaps Dell (DELL) had awarded Perot Systems (PER) with too hefty a valuation given shrinking revenue and its dependence on healthcare and government contracts (Did Dell Overpay for Perot Systems). CNBC’s Jim Cramer is in agreement with our assessment and this poor execution of an acquisition has landed Dell in the Sell Block.
The most obvious basis for comparison would be the tie-up of Hewlett-Packard (HPQ) and EDS. In this deal, HP bought one of the biggest players in IT services for about $13 billion, and in so doing has successfully diversified itself away from hardware such as laptops, printers, etc. Furthermore, HP is now more geographically diversified with about 62% of sales coming from outside of the US. Now, HP could actually be considered a weak dollar play.
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Cramer’s Mad Money – Dell’s Gotten Fat and Lazy (9/21/09)
September 22, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Jim Cramer
Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Monday September 21.
Dell (DELL), Hewlett Packard (HPQ)
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Why Dell Should Reboot Perot Acquisition
September 21, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Value Expectations submits:
Dell (NASDAQ:DELL) announced that it would acquire Perot Systems (NYSE:PER) for $30 a share, a 68% premium over where PER closed on Friday. What input did Dell’s Board of Directors offer on this deal? While the equity dollar amount of the deal is only “$32.5 Billion”, relative to Dell’s $12 Billion cash coffer and market capitalization of $32.5 Billion, it is still a bet of more than 10% of the company’s value.
While paying a 68% premium for a company is not by definition silly, it is usually not very smart – in this case it will likely lead to significant wealth destruction. The market seems to agree.
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Dell Could Not Wait and Released Before the Bell
August 28, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Ockham Research submits:
“Let’s look at these numbers because this is a bit of a surprise for this company to report just before, as you said, it took all of us off guard, but let’s get right to these numbers because that 24 cents a share that Dell is reporting does include pretax expenses of $87 million, or about 4 cents per share for “organizational effectiveness” actions. Of course we’ll get more directions and color on exactly what that means. But that 24 cents in fact does beat by a penny the 23-cent also on better than expected revenue.” — CNBC’s Closing Bell 8/27/2009
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Dell Twitters Its Way to More Revenue
August 24, 2009 by
Filed under News
Compete submits:
Earlier this summer, there were several reports that Dell (DELL) has made $3M thanks to its use of Twitter, mainly to notify people about outlet deals on dell.com. The microblogging service that garnered media attention with reports on things as trivial as celebrity feuds and as serious as protest of the Iranian election results also had a tangible dollar amount associated with its use. The Dell announcement also provided a benchmark of sorts for marketers looking to measure the monetary impact of their social media use.
But where does Dell stand when it comes to getting referral traffic from Twitter, relative to other sites that sell products to customers? To find out, I looked Compete’s referral analytics data, which shows us what site people went to right after they were on Twitter. Although this doesn’t include referrals from mobile devices or Twitter clients (e.g. Tweetdeck, Tweetie, and Twitterific), it does give us an idea of how traffic from the site is flowing to other parts of the web.
Dell bulls use options to compound analyst upgrade
August 24, 2009 by
Filed under News
DELL – Dell, Inc . – The second-largest maker of personal computers attracted bullish attention this morning amid a more than 4% rally in shares to $15.07. The stock surged when it received an upgrade to ‘buy’ at Broadpoint AmTech. Investors itching for further upward momentum on DELL purchased approximately 8,000 calls at the now in-the-money September 15 strike price for an average premium of 69 cents apiece. Traders long the calls will begin to amass profits if shares rise 4% from the
Cramer’s Mad Money – Dell and Nokia Are Just Whining (7/16/09)
July 17, 2009 by
Filed under Tips
Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Thursday July 16
Sell Block: Dell (DELL), Nokia (NOK) with Intel (INTC), Apple (AAPL)