• Veteran PC makers troubled at the hands of nascent Chinese competitor

    By Hina Amjad - August 28, 2013 | Tickers: DELL, HPQ, LNVGY.PK

    I have always preferred using HP (NYSE: HPQ) products for personal use, since the company offers very durable products. Moreover, I would always recommend an HP product when asked for an opinion, however, this world has better PC makers to be invested in, when looking to invest in computer systems industry. Lenovo (NASDAQOTH: LNVGY.PK) has been catching up pretty fast, most recently it has surpassed HP and now stands at more »

  • Market Still Favorable to Dell despite Weak Second-Quarter Earnings

    By Boniface Murigu - August 17, 2013 | Tickers: AAPL, DELL

    Two important events happened this week to Dell, Inc.(NASDAQ: DELL) in close succession: the second-quarter earnings call followed by the denial of fast-track treatment, by the Delaware Court of Chancery, to Carl Icahn’s request to have the proposed Dell buyout vote pushed back. Despite the ugly second-quarter earnings which saw revenue remain about flat and earnings slashed a massive 72%, the market did not react as badly as more »

  • Apple: A More Balanced Perspective

    By Boniface Murigu - August 16, 2013 | Tickers: AAPL, DELL

    Apple, Inc. (NASDAQ: AAPL) followers have had quite an eventful week. While considerable price upswings for Apple are not uncommon, what is unusual is for the share pricing to respond so vigorously and move so aggressively riding on the back of so little real-news. A 140-character tweet from Carl Icahn that had the billionaire activist investor declare he had ‘‘opened large positions’’ in Apple and that the shares were ‘‘extremely more »

  • What Long-term Individual Investors Should Know About Apple

    By Lennox Yieke - August 14, 2013 | Tickers: AAPL, DELL, GOOG

    Apple’s (NASDAQ: AAPL) stock has seen a significant rally after a 6-month pullback that saw it lose close to 18% in market value at a time when US markets were hitting unprecedented highs. Richard Ross, Talking Number’s contributor and Global Technical Strategist at Auerbach Grayson, argues that the 200-day moving average in Apple’s stock chart presents a visible launch pad for a text book correction. In view more »

  • Is This Bidding War About to End?

    By Mike Thiessen - August 12, 2013 | Tickers: DELL, HPQ, IEP

    After months of conflicting reports and vitriolic wrangling, there may finally be a resolution to the blockbuster bidding war over Round Rock, Texas-based Dell (NASDAQ: DELL). According to a recent announcement, Dell's legendary founder has raised his offer for the struggling company by adding a special dividend to the mix. 

    Although the deal's offer price had already been bumped up to $13.75 per share, the inclusion of more »

  • Don't Count On Any BlackBerry Buyout

    By Robert Baillieul - August 12, 2013 | Tickers: BBRY, DELL

    BlackBerry (NASDAQ: BBRY) is up for sale. On Monday, the company announced that it had formed a special committee to explore “strategic alternatives,” including the possible sale of the company. But this isn't the first time buyout rumours have circulated around the troubled handset maker and investors shouldn't count on any sale this time around either. 

    Not an attractive private equity target

    Yes, private equity is known for more »

  • Will Going Private Save BlackBerry?

    By Diane Alter - August 10, 2013 | Tickers: BBRY, DELL, HPQ

    In a year when the initial public offering calendar is once again white hot (129 companies have debuted year-to-date, the most since 2007) going private is the “in” thing to do.

    The latest company considering the go-private move is smartphone maker BlackBerry (Nasdaq: BBRY). Reuters was first to break the story that sent shares of the Canadian based company soaring nearly 6%. Apparently CEO Thorsten Heins and the BlackBerry board more »

  • Don’t Invest Based on S&P Ratings

    By Marie Palumbo - August 7, 2013 | Tickers: AMD, DELL, HPQ, MSFT, SIRI

    The U.S. credit outlook is now “stable” according to S&P, but investors hardly batted an eye when the news came out June 10. “Few investors care what large rating companies say about the debt of developed countries these days,” says The Wall Street Journal. And why should we? We already knew that the DJIA recently hit a new high and that cyclical stocks are up. S&P’s more »

  • Big Data Pays

    By Nicholas Lusskin - August 7, 2013 | Tickers: DELL, HPQ, IBM

    Data production is growing at an enormous rate. Almost everybody owns a desktop, laptop, smartphone, tablet, and maybe an Xbox or smart TV. All of these devices consume an incredible amount of data.  Each day terabytes upon terabytes of data are requested, published, and transferred around the internet; and, in the coming years this data is only going to grow. We have also seen the decline in some of the more »

  • The World's Biggest PC Vendor Is Ridiculously Cheap

    By Adrian Campos - August 6, 2013 | Tickers: BBRY, DELL, LNVGY.PK

    At around $18 per share, the world's no. 1 PC vendor, Lenovo (NASDAQOTH: LNVGY.PK), is extremely cheap at the moment. It's so cheap that you might consider going long, even after acknowledging that the PC world is shrinking. With a 15.3 times price-to-earnings multiple, increasing attempts to diversify its portfolio, an emerging server business and significant strides to capture new users with Android handsets, the new Lenovo more »

  • Can Michael Dell Win Against Carl Icahn?

    By Alexander Cho - August 3, 2013 | Tickers: DELL, IEP, MSFT

    You can tell that things are getting serious if Carl Icahn is suing Michael Dell. Who’d have thought the two would transition their battle from the board room to the court room. Michael Dell wants to move the date for when a vote by a shareholder is counted to Feb. 5, 2013. This is the cut-off date for shareholder privileges to vote for or against the Michel Dell takeover more »

  • Is New Tech Starting to Look Like Old Tech?

    By Wes Patoka - July 31, 2013 | Tickers: AAPL, DELL, GOOG, MSFT

    Google (NASDAQ: GOOG) and Apple (NASDAQ: AAPL) are two large cap growth stocks, or are they? Can Google continue growing its search business without attracting the attention of governments looking at it from an antitrust angle? Apple has seen massive growth on the back of all things “i” but now that its competitors are catching up, where can it go from here. 

    Bigger doesn’t mean better

    Microsoft (NASDAQ: MSFTmore »)

  • 3 Reasons to Consider Buying This Controversial Tech Stock

    By Sammy Pollack - July 30, 2013 | Tickers: DELL, HPQ, IEP

    Shares of Dell (NASDAQ: DELL) are currently caught up in the middle of a bitter showdown, with founder and CEO Michael Dell & Silver Lake on one side, and legendary investor Carl Icahn on the other. Despite the uncertain outlook, there are three reasons why you should consider buying Dell shares. 

    1. Bet on Carl Icahn  

    In my opinion, the most important factor in the Dell equation is Icahn's involvement more »

  • Is the Attention on Apple Justified?

    By Phillip Woolgar - July 29, 2013 | Tickers: AAPL, DELL, HPQ

    We all know the giant of computer hardware, Apple (NASDAQ: AAPL), but several other companies in the sector are often ignored.

    Apple's fellow American computer hardware competitors include Dell (NASDAQ: DELL), and Hewlett-Packard (NYSE: HPQ), both of which receive a high trading volume, but nowhere near the average $4.5 billion daily volume at Apple. Dell receives about $525 million worth of trades in a day, while HP receives more »

  • 2 Tech Names With Solid Upside

    By Ishfaque Faruk - July 29, 2013 | Tickers: DELL, MSFT, YHOO

    Stocks with virtually guaranteed upside rarely come around. Companies that are in the process of being acquired often times represent a guaranteed upside, i.e. an arbitrage opportunity. And companies that have sizable amount of investment holdings in their balance sheet can lead to large mispricings for the company's shares in the public equity markets, which creates profit potential for the enterprising investors.

    1. Arbitrage opportunity from a Takeover more »

  • How Carl Icahn Plans to Deliver Some Alpha

    By Marshall Hargrave - July 25, 2013 | Tickers: DELL, HLF, NFLX

    Billionaire Carl Icahn was at CNBC's Delivering Alpha conference last week to tout his top ideas. Of course he had a few choice words about his latest activist campaign involving Dell (NASDAQ: DELL). But he also reiterated his buy theses on his other favorite stocks, including Netflix (NASDAQ: NFLX) and Herbalife (NYSE: HLF).

    Icahn had this to say about the Dell saga:  "I've been through a lot of more »

  • Despite Margin Risks, Intel's Mobile Plan Is Necessary

    By Alvin Gonzales - July 23, 2013 | Tickers: DELL, HPQ, INTC, MSFT

    In Intel's (NASDAQ: INTC) second-quarter earnings call, CEO Brian Krzanich reiterated his plan to focus more on the fast-growing mobile device market. While this seems like a sensible strategy overall, it also presents several risks.

    Intel's new approach may hurt its margins. Mobile devices typically sell at lower price points than desktops, making it harder for their component suppliers to eke out profits. Also, there is more competition more »

  • What a Deadlock will mean for Dell Investors

    By Muhammad Bazil - July 23, 2013 | Tickers: DELL, HPQ, IEP

    Dell (NASDAQ: DELL) is the 3rd largest PC maker in terms of PC shipments and commands an 11.8% market share. This is according to a report released by Gartner Group in June 2013 that gave the estimated PC unit shipments by major PC makers. Dell is in the process of transforming itself from a technology manufacturer into a solution company. The chart below gives PC estimates for the more »

  • 1 Short, 1 Buy From a Declining Industry

    By Mohsin Saeed - July 23, 2013 | Tickers: DELL, LNVGY.PK, MSFT

    The recently released Gartner data shows that the PC industry continues to decline. Windows 8 has totally failed to revive the popularity of PC/notebooks, and the market is now looking towards Intel’s energy efficient Haswell chips to revive interest in PCs.

    Lenovo is the only PC OEM which continues to prosper even in these miserable conditions. The company is leveraging its Chinese manufacturing and is offering low cost more »

  • 3 Stock Picks of Carl Icahn

    By Ishfaque Faruk - July 23, 2013 | Tickers: DELL, NFLX, WBMD

    Even though it’s never a good idea to follow marquee investment managers blindly, it’s a wise idea to engage in fact-checking with them periodically. The highly regarded Carl Icahn is betting big on these companies, and hoping to earn stellar returns from these names.

    Carl Icahn has a long history of taking big positions in undervalued firms, and trying to push for a sale or enforce corporate changes more »

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