Cramer’s Mad Money – Highway to Dell (7/29/10)
July 30, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Jim Cramer
Miriam Metzinger submits:
Stocks discussed on the in-depth session of Jim Cramer’s Mad Money TV Program, Thursday July 29.
CEO Wall of Shame, Michael Dell, Dell (DELL), BP (BP)
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Is Dell Worth a Long Trade?
May 23, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Jeff Pierce submits:
A good friend asked me to review Dell (DELL) as a long trade and I thought I’d share my opinion with all of you. The logic of the trade is sound as it’s a play on a short term bounce after the markets have suffered extreme damage on the technical side. He is also basing part of his buying decision in the belief that Dell should perform well in the coming quarters as he is in the IT field.
The only way I can honestly answer this is by what my experience has taught me. I never allow “what I believe to be true” about a company to influence my buying decision. This includes opinions, stories I’ve read about a company in question, experience in that industry, blogs, earnings reports, etc. I believe all of this info to be built into the chart and about as perfect of a reflection of where the chart is and is going.
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IBM and Dell: Why Now Could Be a Good Time to Buy
April 19, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Mark Riddix submits:
Long term investors should take a look at IBM (IBM). IBM is set to announce quarterly earnings Monday. Intel’s quarterly earnings have given insight into the IT market. For the first time in a long time, companies are resuming CAPEX spending on IT hardware and equipment. As the world’s number one server manufacturer, IBM stands to directly benefit from the rise in demand due to corporate IT spending.
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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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