Published: January 17, 2013
Our research shows that returns drop the minute one ventures into high-price firms. Warren Buffett is a clear exception to this empirical finding, but let’s be honest, none of us is Warren Buffett.
Published: January 14, 2013
Dell is a dirt cheap, misunderstood company (not primarily a PC company, and not a fixed cost one at that), and there is a good chance Michael Dell will take it private.
Published: October 08, 2012
Beware of the nattering nabobs of negativity, whom collectively wring their hands, obfuscate with techno-babble, and proclaim that the Company is losing its competitive edge. Cisco's operating margins, which are north of 24%, and its return on invested capital, which is north of 40%, are both ind...
Published: August 10, 2012
Despite being among the leaders in its respective industry, HP’s trading multiple is at a steep discount to most technology companies. HP is trading at historical lows despite being significantly larger as measured by revenues
coupled with improved operating performance.
Published: June 26, 2012
Intel’s stock price does not reflect PC growth in emerging markets, cloud computing, and corporate spending on data-center infrastructure, including storage, networks and servers. Intel is rightly getting very little credit for their move in to mobile but this is also discounting any major move w...
Published: September 11, 2012
<em>(This is a highly-abbreviated version of a full write-up pulled from the SumZero community)</em>
Source: Hedge Fund
Location: Dallas, TX
Recommendation: Long
Current Price: $17.30
Target Price: $24.50
Timeframe: 1-2 Years
<strong>Quick Thesis:</strong>
The market still views thi...