Dell Inc. (DELL)
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DELL Forum Topics
- All Comments on DELL
- General Discussion on DELL
- Ten Texas Stocks [view article]
- 36 Opportunities for the Beginning of the Bull [view article]
- Dell Looks Cheap [view article]
- 10 Ways the Financial Meltdown Impacts Tech [view article]
- What To Look For Next in This Market [view article]
- A Giant Pinball Game - Fast Money Recap (9/30/08) [view article]
- IT Industry May Slump Until 2010 [view article]
- Don't Let the Times Stop You from Taking Action [view article]
- Is the Notebook Market Slowing Down? [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Companies Hitting the Brakes on PCs [view article]
loading ...Recent DELL Articles
- Ten Texas Stocks
- Dell Looks Cheap
- What To Look For Next in This Market
- 36 Opportunities for the Beginning of the Bull
- 10 Ways the Financial Meltdown Impacts Tech
- IT Industry May Slump Until 2010
- A Giant Pinball Game - Fast Money Recap (9/30/08)
- Wachovia Turns Cautious on Hardware and Semiconductors
- Don't Let the Times Stop You from Taking Action
- Wall Street Breakfast: Must-Know News
- Full List of Articles »
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Ten Texas Stocks [view article]
Stop all short selling in the market.....Permanently... ReplyGeneral Discussion on DELL
Yes, possibly quite soon. Why is Dell desperate to sell their last assets for cash? Perhaps this endgame has been planned for more than two years. There certainly have been signs consistent with such a scenario.
See also Phillip Jains comment below to understand why it's not a particularly good stock to own even in good times. Michael Dell et al have taken out more than all the profits Dell has ever made since it started by the expedient of awarding themselves stock; selling that stock on the open market, and buying stock back for cash into the business to keep up the share price. All the hard earned cash is neatly transferred via the markets from Dell Inc to M Dell.
To be fair, I have always despised Dell as no more than a screwdriver and financial smoke and mirrors operation, so perhaps you shouldn't take my word for it, but I'd sell now and swallow the loss. If you really imagine it might go back up, put some money into 2010 call contracts, but I wouldn't do that myself.
On Oct 10 12:25 PM User 258448 wrote:
> I just left Dell last year and I have watched my savings, which was
> stock that I had bought over the last 5 yrs. go from 19K to 8K.
> I'm not a rich person so this is Huge for me. I have 400 Shares
> bought then at the lowest 22.00 and the highest 31.00. Of course
> they are upside down, do you think Dell is going to go bankrupt? Reply
General Discussion on DELL
I just left Dell last year and I have watched my savings, which was stock that I had bought over the last 5 yrs. go from 19K to 8K. I'm not a rich person so this is Huge for me. I have 400 Shares bought then at the lowest 22.00 and the highest 31.00. Of course they are upside down, do you think Dell is going to go bankrupt? Replyrealtor
Dell Looks Cheap [view article]
if your not buying at $10/sh, what about $5/day. These guys still run lean. and in a slowing market they should adjust the fastest. Replyughguy.com
Dell Looks Cheap [view article]
Ummm, when has Dell NOT been cheap in the past few years. Even when the PC market was absolutely booming last year, Dell was reporting one lousy quarter after another.And now that the economy's slowing, we're supposed to get interested in this stock. I'm sorry, your easy-to-manipulate-to-... DCF model is absolutely useless. Reply
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Dell Looks Cheap [view article]
Jain, You hit the nail on the head. Tech is a sucker's bet. Even the highly touted products are mostly junk. Buy a solid drug company or railroad any day. Even a bank! ReplyDell Looks Cheap [view article]
Using DCF or other valuation metrics assumes value is being added to a company AND it will continue to operate and produce cash flows in the future. Above all, it assumes earnings belong to shareholders. The problem is tech companies like Intel, MSFT, Dell and CSCO are run for the benefit of insiders. Nearly ALL the cash flow is taken out by issuing stock options and buybacks. Meanwhile, there is no guaranteed future as industries change. Acer enters at low end, HP dominates retail (AND hurting DELL's internet sales cost advantage) and Apple owns high end. So DCF analysis is meaningless as tech companies may have no moat or survival value. Shareholders did not get any cash when going is good and get none when they go belly up or 'consolidate' on change. Tech companies think they deserve high PEs and that shareholders are idiots. Buffet while Bill Gate's friend never invested in Microsoft. Over 10 years DELL's top management has taken out billions of dollars out of shareholder's pocket. Cisco junior engineers live in million dollar houses 'because we need to compensate our talented employees'. Guess what - the only investing strategy is to do what the insiders do, do PTO - position trading only - buy when stock is low (and company is doing buybacks to support it) and sell when company issues shares or insiders are selling crazily.Another thing about tech companies - most analysts are lying whores! How do you think they make money nowadays? Not by 'selling' research reports - but rather by sharing profits from giving heads up to in-house propreitary traders.
Be further wary about OLD TECH if the management that made them great or the advantages are long gone! Reply
10 Ways the Financial Meltdown Impacts Tech [view article]
Oracle's stock dropped 30% since it board of directors approved the $83.6 million dollar salary for the CEO less than two months ago. A six dollar drop in share price. I hope all the stockholders fire the board. ReplyWhat To Look For Next in This Market [view article]
Take a look at some of the past bigger recessions in the 70s and 80s. There were tons of stocks trading at 3-4x free cash flow for quite a while. No reason for that not to reproduce now, especially when leverage magnification will no longer dope results in several sectors. ReplyDell Looks Cheap [view article]
That's why Buy&Hold is an out-of-date philosophy. To hold on 10 years is foolish. When is the American public going to wake up to the fact that these markets do NOT operate like the markets of previous generations. We have $3 Trillion running through an unregulated hedge fund industry. With have the huge growth of the underlying derivative options market. People should no longer buy&hold (and thankfully the cost of commissions is so low now ). Studies show that you will do much better with an intelligent adjusting exit strategy in place for yourself at all times. ReplyWhat To Look For Next in This Market [view article]
Small investors - were they in cash? Let's just hope they were smart to exit the market at the right time. I know many that weren't and getting burned. If anything, let's hope this crisis teaches all self-directed investors (and even the full-service brokers/advisors too!), that risk management in today's market needs a more active approach. That one should ALWAYS have their exit strategy in place from the start. Hopefully one that is intelligent so it can constantly adjust itself to the behavior and market conditions. ReplyDell Looks Cheap [view article]
Consider if you had purchased Dell shares 10 years ago you would have made zero, negative if you factor in the time value of money. And as eps has remained flat for that period 10x earnings is probably about right. ReplyDell Looks Cheap [view article]
A lot of things look cheap! And they may get cheaper! When the going is tough, go with the best of breed--HP. ReplyDell Looks Cheap [view article]
"I'd shut it down and give the money back to the shareholders" ReplyWhat To Look For Next in This Market [view article]
TimboM - - -Outstanding observation. Energy is the future of our economy. Reply