DEL : Analysis & Opinions

  1. Bear of the Day: Quidel (QDEL) - Bear of the Day

    June 26, 2014
    Bear of the Day: Quidel (QDEL) - Bear of the Day
  2. Recent hot IPOs has many regular investors salivating at the chance to participate in start-ups and private equity.

    Private Equity For Retail Investors

    October 11, 2013
    Recent hot IPOs has many regular investors salivating at the chance to participate in start-ups and private equity. With ...
  3. HP Still Looks Cheap, But Execution Issues Are Part Of The Reason ...

    August 22, 2013
    HP still has some significant competitive and strategic problems to sort out
  4. The 10 Best Financial Tweets For Thursday, July 25

    July 25, 2013
    There are millions of tweets written every day. Benzinga sifts through the maelstrom of information to find the ten best ...
  5. Lenovo Still Far From Getting Its Due

    May 24, 2013
    Lenovo's leading share in emerging market IT seems undervalued.
  6. NetApp Is Probably Cheap, But The Headwinds Aren't Going Away

    May 22, 2013
    NetApp is suffering from the wider tech malaise, but the company appears to have established itself as the clear #2 player ...
  7. Why Would Microsoft Want To Purchase A Piece Of Dell?

    January 31, 2013
    Although there are reasons Microsoft would want to put money behind Dell, none of them seem very sound.
  8. Are LBO's making a comeback? - Investment Ideas

    January 28, 2013
    Are LBO's coming back when the broader market is about to hit new all-time highs? Leveraged buyouts (LBO's) occur when management ...
  9. Is Dell Going Private?

    January 21, 2013
    Dell's buyout could help it reorganize with a new strategy to compete in a tough market that's moving away from the PC.
  10. Finally Some Good News for H-P - Analyst Blog

    January 2, 2013
    Despite the tumultuous situation surrounding the Autonomy issue (H-P's Autonomy Buy: A Blame Game), the PC giant Hewlett-Packard ...
  11. Recap Of 2012 Large-Cap Tech

    December 27, 2012
    Throughout 2012, the large-cap players proved why they are dominate forces in technology.
  12. H-P's Autonomy Act Attracts Lawsuit - Analyst Blog

    November 27, 2012
    Over the past two years, Hewlett-Packard Company (HPQ) has seen continued challenges in the form of the departure of its ...
  13. Hewlett-Packard Hits Bottom, Finds A Shovel

    November 27, 2012
    Ongoing share losses and an embarrassing writedown just keep the bad news flowing for HP.
  14. H-P Extends Service for Veterans - Analyst Blog

    November 21, 2012
    Hewlett-Packard Company (HPQ) recently announced that it has been awarded a service deal extension by the U.S. Department ...
  15. Can Brocade Get Any Benefit Of The Doubt?

    November 20, 2012
    Brocade's execution has improved, but the valuation has not. And despite its sustained long-term revenue growth, the company ...
  16. Dell Proves To Be A Laggard In A Weak Market

    November 19, 2012
    Dell continues to see its business erode and Wall Street is noticing.
  17. Dell's Third Quarter Earnings Report

    November 15, 2012
    Dell (Nasdaq:DELL) announced its results for the most recent quarter on November 15, 2012. Dell is a technology company that ...
  18. Is There Hope For HP?

    October 25, 2012
    HP is trying another turnaround, but can they do it in time and properly?
  19. More Contracts for Accenture - Analyst Blog

    October 19, 2012
    Accenture Plc. (ACN) recently won a three-year deal from Italian Medicines Agency (AIFA) for the development, building and ...
  20. IBM's Soft Sales Bring A Chill To Tech

    October 18, 2012
    IBM's sluggish sales performance will worry tech investors.
  21. Is Telecom The Next Squabbling Ground For The U.S. And China?

    October 9, 2012
    Are the U.S. government's worries about security fair or just a way of stirring up the voters?
  22. Does BMC Software Offer Durable Value?

    September 17, 2012
    BMC seems undervalued, but that doesn't mean it's cheap.
  23. Lenovo's Margins Are Slim, But The Stock Looks Cheap

    September 12, 2012
    Lenovo continues to build share in PCs and smartphones.
  24. For Palo Alto Networks, Valuation Is Secondary Today

    September 11, 2012
    Palo Alto is a great growth story in security, but valuation is already steep.
  25. Bull Vs. Bear - Apple's Industry Dominance Won't Last Forever

    August 30, 2012
    There are already plenty of tablet and smartphone offerings that basically perform the same tasks as Apple devices for a ...
  26. Dell Disappoints

    August 27, 2012
    There is potential for Dell to see a pop when the next version of Windows is released, but it will take a lot for investors ...
  27. Insiders are Dumping this Stock Before Apple and Google Make ...

    August 23, 2012
    While working on the road this week, I brought along my two-year-old GPS device to help navigate unfamiliar roads. Trouble ...
  28. NetApp And The Difference Between Value And Cheapness

    August 18, 2012
    NetApp may be flawed, but isn't it better than this?
  29. Check Point Is In Its Competitors' Crosshairs, But May Be Too ...

    July 23, 2012
    Check Point has ample competition and a philosophy that seems more oriented towards maintaining profits than growing them. ...
  30. Dell Launches Multiple Solutions - Analyst Blog

    July 17, 2012
    In line with its new strategy, PC maker Dell Inc. (DELL) is rapidly expanding into other areas. The company recently came ...
  31. Dell Using Big Blue's Play Book

    July 9, 2012
    Dell is on the right path as it looks to gain exposure to faster-growing, more profitable businesses in the technology sector. ...
  32. Dell Jumps On Dividend Train

    June 20, 2012
    Perhaps in a few years, tech stocks will be known as some of the highest dividend payers in the market.
  33. Without Better Execution, Dell's Supposed Value Is Moot

    May 25, 2012
    While Dell still posts a double-digit return on capital, the stock is cheap for some very good reasons.
  34. Is It Demand Or Competition Troubling NetApp?

    May 25, 2012
    NetApp's surprising negative guidance raises a host of questions.
  35. HP Has A Major Challenge Building From This Quarter

    May 25, 2012
    HP took a small step forward, but there's still a long road ahead
  36. Seagate - How Much, For How Long?

    April 20, 2012
    Seagate margins trounced expectations and fueled a much better per-share number, but the stock may not have legs as a long-term ...
  37. Growing A Fortune With Timber

    April 6, 2012
    Timber could be one of the best long-term values around.
  38. Can Xyratex Change With The Times?

    April 5, 2012
    Xyratex is arguably underpriced if management can limit the ongoing sales erosion and continue to drive better profitability ...
  39. Mispriced Stocks To Watch

    March 22, 2012
    The long-term value of a company is rarely reflected in the current price of its stock.
  40. Investing 101: Mega-Cap Stocks Undervalued By Free Cash Flows ...

    March 14, 2012
    Here are the 200 largest U.S.-traded stocks by market cap, referred to as mega-cap stocks, for those with high ratios of ...
  41. Lenovo Looking To Combine HP And Apple Models

    March 14, 2012
    Lenovo is an overlooked and undervalued global leader.
  42. 4 Techs to Watch for Buy Points

    March 1, 2012
    Technology stocks were showing strength in Tuesday’s session. Here are some sector names that aren’t always in the spotlight, ...
  43. Dell Profitable But Stagnant

    February 28, 2012
    Dell will eventually need to return to consistent top-line growth.
  44. Hewlett-Packard Profit Tumbles, Looking Ahead

    February 28, 2012
    This is the company's first full quarter under new CEO Meg Whitman. So it's certainly too early to judge HP's future at this ...
  45. Rackspace Has Already Racked Up A Demanding Valuation

    February 16, 2012
    Rackspace's services are in demand, but so too is the stock.
  46. PMC-Sierra May Have More Growth In Store

    February 9, 2012
    PMC-Sierra's guidance is a disappointment, but the recovery potential looks good.
  47. Will The Personal Computer Industry Ever Rebound? (DELL,HPQ,INTC)

    January 12, 2012
    Flooding in Thailand disrupted disk-drive factories which ultimately impacted PC production. The hiccup came at a fragile ...
  48. Computer Giants Worth Looking at

    January 10, 2012
    Take a look at leading the computing giants.
  49. Apple May Yet Be Unreasonably Cheap

    January 5, 2012
    Even with conservative expectations, Apple looks like a bargain.
  50. Computer Sciences – Uncertain Value With Certain Problems

    November 14, 2011
    Computer Sciences has plenty of problems to keep a lid on value.
  51. EMC - The Best Company In The Best Business

    October 21, 2011
    EMC is a best of breed trading at mutt prices.
  52. Micron's Persistence Of Memory

    October 4, 2011
    Micron has been here before and investors may want to look here for a long-term bargain.
  53. Does The Market Expect Trouble At Accenture?

    October 3, 2011
    Accenture seems too cheap even in a recessionary economy.
  54. Oracle's Impressive Organic Growth

    September 28, 2011
    Strong growth, impressive cash flow generation and a reasonable valuation make Oracle stand out from rivals.
  55. Apple Is Just Absurd

    July 21, 2011
    Apple continues to boggle the mind with its impossible profits.
  56. NCR Buys Its Way Into Another Vertical

    July 13, 2011
    NCR has had a decent run this year, and as such, the stock is not notably cheap.
  57. 3 Things You Need To Know About Groupon

    June 7, 2011
    Although Groupon uses humor to brand itself as an unconventional company, the reality is that it isn't very different from ...
  58. Clouds Mean Bright Days For NetApp

    June 1, 2011
    NetApp is seeing strong demand for its mid- and high-range storage products as of late.
  59. Is Poland The Best European Investment?

    January 25, 2011
    While much of Europe is still mired in crisis, Poland stands out as a strong prospect for investors.
  60. Compellent Takes A Tough Bid

    December 13, 2010
    Dell's bid may be a blow for Compellent's shareholders, but it's still a fair price for the stock.
  61. HP Is Cheap - But Does Anybody Care?

    November 24, 2010
    HP seems far too cheap relative to even conservative expectations.
  62. Will Gorilla Make Corning King Of The Jungle?

    November 3, 2010
    Corning has a promising new product, but its valuation seems difficult to justify.
  63. The Next Cloud-Computing Takeovers

    September 20, 2010
    The mergers in the cloud-computing sector could just be starting. These stocks may be next the next takeover targets.
  64. 4 Companies That Should Have Sold Out

    September 9, 2010
    When company management gets unreasonably stubborn and refuses a merger or buyout, shareholders often pay the price.
  65. Own Apple For Less Than Market Price

    August 30, 2010
    There are ways to purchase Apple stock for less than the current price. Read on to find out how.
  66. 3Par Suddenly A Hot Property

    August 24, 2010
    3Par went nowhere fast during the recession, but this storage company is now the prize in a bidding war.
  67. M&A Activity Heats Up

    August 23, 2010
    The energy sector has had a banner year for mergers and acquisitions. Find out which companies are getting in on the action. ...
  68. 5 Stocks Scraping Bottom

    August 23, 2010
    Here are five stocks near their 52-week lows that have a chance to rebound and go from being losers to winners.
  69. If HP Suffers, These Tech Titans Could Benefit

    August 11, 2010
    Has the recent departure of HP's CEO opened a gap for the company's competitors?
  70. Is Cheap Chinese Labor Over?

    June 25, 2010
    "Cheap China" is increasingly becoming an anachronism. What does this mean for companies that depend on low wages?
  71. Tech's 10-Year Turnaround

    March 15, 2010
    Tech has went from an overvalued bubble to one of the most undervalued sectors in the last ten years.
  72. Google Looms Large As Next Telecom Giant

    November 25, 2009
    Google's quiet acquisition of Gizmo5 could make the search giant a serious threat to telecom service providers like Verizon ...
  73. Count The Cash At Dell

    November 24, 2009
    Cash matters, and Dell produces tons of it. Successful execution of its strategic initiatives should lead to more cash generation ...
  74. Services Anyone?

    September 30, 2009
    The plethora of hardware companies buying IT services companies raises the question of who might be next.
  75. Did Dell Make A Mistake?

    September 28, 2009
    Dell is attempting diversification, but was buying Perot the right move?
  76. Wait For The Winter Smartphone Bargains

    September 3, 2009
    Investors can afford to wait for better smartphone stock prices to come along.
  77. Cramer's Four Horsemen Still In The Saddle

    August 20, 2009
    Cramer's "must have" tech stock picks should continue to outperform.
  78. Companies With Inside Ownership Over 10%

    March 17, 2009
    Learn about companies with insiders who collectively own 10% or more of the stock.
  79. More To Murphy Oil Than Malaysia

    February 13, 2009
    Solid exploration and development prospects, plus a profitable downstream segment, make this company an inviting investment ...
  80. Is Sony Doomed?

    December 10, 2008
    Layoffs may help today, but that isn't the company's biggest problem.
  81. The Importance Of The Cash Conversion Cycle

    October 10, 2008
    Follow these examples to add cash conversion cycle to your stock analysis toolkit.
  82. Investing The 'Sex and the City' Way

    June 4, 2008
    Can Carrie, Samantha and Big guide you to great portfolio returns? We create an index based on product placements from the ...
  83. Solid Intel

    April 18, 2008
    Given its market share, operating leverage and overseas potential, even a cynic would admit Intel looks attractive right ...
  84. Time For A Diagnostics Test (VIVO, CYTC, MYGN)

    October 4, 2007
    Put the million-dollar research of a biotech ETF to work for you - for free.
  85. The iPhone Has Hit The Shelves -- Now What? (AAPL)

    July 2, 2007
    Apple's iPhone has finally reached its much anticipated launch. But what's next for Apple investors?
  86. Turning The Rumor Mill (DELL, TRMP, NFLX, MRK)

    June 12, 2007
    A roundup of the week's popular news stories and market rumors.
  87. A Downgrade For Intel Is Downgrade For Dell (DELL)

    January 8, 2007
    Analyst downgrades of Intel and a large insider sale dropped Dell's stock 6.8%. With concerns mounting, it may drop further. ...
  88. Dude, You Should Buy Dell! (DELL)

    October 27, 2006
    Despite some historic blunders, Dell could be ready to mail you more then just computers.
  89. The Heat Is On (SNE)

    October 6, 2006
    A spate of bad news has prompted a sell-off in Sony. Is it time to buy?
  90. The Most Important Metric You Forgot

    October 4, 2005
    The cash conversion cycle (or cash cycle) is one of the best early-warning systems available to you. Let's take a closer ...
  91. AAPL Rotten to the Core?

    September 12, 2005
    We all love our iPods, but does this make Apple a good investment? Learn more as the Investopedia Advisor looks into AAPL's ...
  92. Our Top Down Approach

    May 20, 2005
    Learn about how we use a top-down approach in our stock selections.
Trading Center