Dell

• Not All Is Lost for This PC Maker

  By Daniel James - May 22, 2013 | Tickers: DELL, HPQ, LNVGY.PK

  As we all know by now, the biggest story in tech over the last few years has been the shift from PCs and laptops to mobile devices. As a result, many computer hardware producers have suffered from declining sales, and have been punished by the market. Dell (NASDAQ: DELL) is one of the companies that has been hit hard by this development. Amid takeover talks, the company’s most recent more »

• There's No Such Thing as a Halfway Nook

  By Michael Carter - May 21, 2013 | Tickers: BKS, DELL, GOOG, HPQ, MSFT

  Over $2 trillion is spent each year on acquisitions, including purchases of entire companies, divisions, or company components. However, study after study puts the failure rate of mergers and acquisitions of all variations between 70%-90%. This month's TechCrunch report, citing leaked internal documents concerning Microsoft (NASDAQ: MSFT) possibly dropping $1 billion to take the NOOK e-reader business off Barnes & Noble’s (NYSE: BKS) hands, sent Barnes’ stock up more »

• Dell Clears The Decks To Buy Rackspace

  By Dana Blankenhorn - May 21, 2013 | Tickers: DELL, RAX

  Dell (NASDAQ: DELL) has given up on its own OpenStack cloud and says it will now re-sell cloud services based on partners' software. 

  At the same time, its buyout proposal seems stalled. The company is working through a competing proposal from Carl Icahn. The committee running the auction is now asking Icahn for information, in a move that sounds like stalling for time.

  But that doesn't make much sense more »

• Southeastern's Top Five Stock Picks

  By Marshall Hargrave - May 20, 2013 | Tickers: CHK, DELL, DTV, FDX, L

  The multi-billion fund manager Mason Hawkins has been the CEO of Southeastern Asset Management since 1975. Hawkins and Southeastern are value investors, looking for three things "good business, good people, and a good price." Hawkins also believes in running a concentrated portfolio, generally owning less than twenty-five stocks. Outlined below are Southeastern's top five stocks.

  Southeastern's top pick continues to be Chesapeake (NYSE: CHK), which makes up 8 more »

• The End of the PC? Huge Earnings Miss at Dell

  By Richard Cox - May 18, 2013 | Tickers: DELL, HPQ, MSFT

  One of the biggest disappointments this earnings season came with the latest results from Dell Inc. (DELL), which showed that the company’s profits dropped by a massive 79% during the fiscal first quarter (ending on May 3).   Such a significant downside surprise is helping to discouraging confirm sector surveys, which show major declines in PC sales this year.  This creates a negative backdrop for Dell and its competitors, and more »

• Dell: Time to Jump Ship

  By Mohsin Saeed - May 18, 2013 | Tickers: DELL, LNVGY.PK, MSFT

  The PC industry has suffered from the rise in tablet and smartphone demand. In the last couple of years, the handhelds have emerged as the future to all computing which has severely impacted the PC sales. In the last few quarters, major OEMs (Original Equipment Manufacturers) like Dell (NASDAQ: DELL) and HP have suffered a steady decline in sales.

  Whenever any industry starts declining, investors usually witness considerable restructuring activity more »

• Does Icahn's Offer Add up for Dell Shareholders?

  By Bob Chandler - May 17, 2013 | Tickers: DELL, HPQ, LXK |

  Famed investor Carl Icahn and money manager Southeastern Asset Management have joined forces to provide shareholders an alternative to Michael Dell's controversial $24.4 billion bid to take the company he founded, Dell (NASDAQ: DELL), private. Mr. Icahn and Southeastern believe that Dell's $13.65 a share offer, with private equity firm Silver Lake, is an opportunistic effort to buy the company at a bargain price.

  Icahn's more »

• Dell Had A Tough Quarter, Will This Continue?

  By Alexander Cho - May 16, 2013 | Tickers: AAPL, DELL, MSFT

  Dell (NASDAQ: DELL) had difficulty with beating earnings estimates this past quarter. The company was able to beat analyst estimate for revenues but missed on earnings. In an environment of declining PC sales, the company was able to off-set this decline with growth in revenue from its service segments.

  Earnings snapshot

  The company reported a 5% decline in revenues from its products division (desktop computers, laptops, tablets, printers, and anything more »

• A Closer Look at Icahn's Offer for Dell Shareholders

  By Anh HOANG - May 16, 2013 | Tickers: DELL, HPQ, LNVGY.PK

  Billionaire Carl Icahn has been building his fortunes via many activist investments. Recently, the global investment community has zoomed in his involvement in the buyout deal of one of the world’s biggest PC makers, Dell (NASDAQ: DELL). Icahn currently owns around 100 million shares in the company, accounting for around a 6% stake in Dell. Both Carl Icahn and Dell’s largest shareholder, Southeastern Asset Management has been publicly more »

• Inside Ownership: Should You Buy Or Sell?

  By John Timmes - May 16, 2013 | Tickers: DELL, IBM, WWE

  Inside ownership is a measure of the amount of stock owned by directors or senior officers of a company. Inside ownership is generally considered a positive investment criterion because it implies that the decision-makers at a company have skin in the game. Insider buying, a metric that reports recent purchases by insiders, is also a strong market signal because it could indicate that top management believes company stock is currently more »

• An 89% Dividend Yield That Isn't Too Good to be True

  By Jordan Wathen - May 16, 2013 | Tickers: DELL, HPQ

  The decline of the personal computer has been on the minds of investors everywhere. As hardware companies face slower upgrade cycles, lower per-unit prices, and declining sales, few can escape a terminal decline in profits.

  Dell faces the same decline in PCs that other companies face. Rival Hewlett-Packard (NYSE: HPQ) reported that PC shipments sunk 14% in the first quarter. The company also projected that tablet sales (as a whole more »

• Cray Supercomputers

  By Jorge Polanco - May 15, 2013 | Tickers: CRAY, DELL, HPQ, SGI, SMCI

  Supercomputers were the machines that modeled nuclear reactions, stars and Quarks. They were put in secret labs to study the next fighter plane. Like all other computers, they got better.  As the internet has grown the problems of the internet get more complex and more demanding.  They have started to require the computing power of Supercomputers. Now a supercomputer traces the money that goes into EBay.  

  The new terminology for more »

• Yes, the PC Is Dying

  By Salvatore "Sam" Mattera - May 14, 2013 | Tickers: DELL, FB, INTC, MSFT, YHOO

  In recent months, I've written a number of posts detailing the ongoing decline of the PC. Most of these articles have solicited a flurry of negative responses from incredulous techies, skeptical that their precious PCs could ever become obsolete.

  Despite the fact that the traditional PC remains an indispensable tool right now, powerful trends are increasingly threatening the classic PC paradigm. But don’t take my word for it more »

• This Fund’s Top Trio May Surprise You

  By Meena Krishnamsetty - May 13, 2013 | Tickers: CYMI, DELL, KYAK, MMR, VMED

  Hedge funds and other prominent investors are required to file their quarterly equity positions with the SEC in 13F filings, within 45 days after the end of each calendar quarter. We're going to take a look at the first quarter filing of Havens Advisors, managed by Nancy Havens-Hasty.

  Why is this important?

  Empirical studies have discovered that it can benefit retail investors by watching hedge fund sentiment. It has more »

• Following Icahn's Activist Investments

  By Anh HOANG - May 9, 2013 | Tickers: DELL, IEP, RIG

  Recently, Icahn Enterprises (NASDAQ: IEP), a listed diversified holding company led by famous activist investor Carl Icahn, announced its impressive first-quarter earnings results. In April, Icahn Enterprises experienced a sweet gain of almost 38%, from $54.50 per share to more than $75 per share. Should we invest alongside Carl Icahn by investing in Icahn Enterprises at its current trading price?

  Icahn Enterprises’ investment philosophy

  Icahn Enterprises, founded in 1987 more »

• Icahn Enterprises vs Berkshire Hathaway?

  By Mike Thiessen - May 7, 2013 | Tickers: BRK-B, DELL, IEP

  Investors are hearing a lot about Carl Icahn himself these days, but his company continues to fly under the radar. Despite boasting strong financials, a healthy dividend, a diversified asset portfolio and a strong fiscal outlook, Icahn Enterprises (NASDAQ: IEP) simply does not attract value investors' attention in the way that many other investment-focused conglomerates do.

  
  In fact, Icahn Enterprises is rarely mentioned in the same breath as a similar more »

• Prepare Your Portfolio for Changes in the PC Sector

  By Damian Illia - May 7, 2013 | Tickers: DELL, IBM, LNVGY.PK

  PC manufacturers and IT services providers are urged to find new businesses to diversify its revenue mix. PC shipments have fallen almost 14% in the first quarter of 2013 compared to the same quarter the previous year totaling 76.3 million units according to IDC. This result marked the worst quarter contraction since 1994 and it defined the trend as it was the fourth consecutive quarter in shipments decline.

  Let more »

• A Notable Trend in Two Large Computer Companies

  By Brian Nichols - May 6, 2013 | Tickers: DELL, HPQ

  Dell & H-P: Fundamentals & Market Share

  The TD Ameritrade Investor Sentiment Index rose 0.23 points in March to 5.37 for its fourth highest point in its three-year history. Also found was that investors are rotating from outperforming companies such as Hewlett-Packard (NYSE: HPQ) and Dell (NASDAQ: DELL) and into those such as Baidu and Facebook. Therefore, HP and Dell have most likely found a level range, meaning fundamental performance more »

• Forget Dell, Buy Lenovo

  By John Moore - May 3, 2013 | Tickers: DELL, LNVGY.PK, BX

  Blackstone (NYSE: BX) withdrew its bid for Dell (NASDAQ: DELL). The reasons for the withdrawal were not immediately clear, but it's safe to say Blackstone didn't like what it saw while examining Dell's financials. Blackstone knows a thing or two about financials; its first-quarter profit rose 28% to $628 million. Even Blackstone knows it doesn't posses the creativity, innovation, and patience needed to turn Dell around more »

• Can These PC Players Bounce Back?

  By Eileen Rojas - May 2, 2013 | Tickers: DELL, HPQ, LNVGY.PK, MSFT

  Is this the beginning of the end for the personal computer? The future seems to be uncertain. According to research conducted by International Data Corporation (IDC), PC sales figures were almost twice as bad as the research firm's original expected drop of 7.7%. The 13.9% worldwide decrease in PC shipments in the first quarter of 2013 is the worst since 1994 when IDC began tabulating this data more »

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