DELL: Analysis & Opinions

  1. Oracle's Impressive Organic Growth

    September 28, 2011
    Strong growth, impressive cash flow generation and a reasonable valuation make Oracle stand out from rivals.
  2. Mispriced Stocks To Watch

    September 26, 2011
    The long-term value of a company is rarely reflected in the current price of its stock.
  3. Hewlett-Packard Still Can't Get It Right

    September 26, 2011
    The board changes CEOs again, and makes another questionable decision.
  4. Lessons From the Market's Most Mispriced Stocks

    September 20, 2011
    The long-term value of a company is rarely reflected in the current price of its stock.
  5. OmniVision Feeds The Bears

    August 29, 2011
    OmniVision's major guidance revisions stoke all of the old fears once again.
  6. Waiting For Applied Materials To Wash Out

    August 26, 2011
    Applied Materials lowers order guidance again, but is the bottom yet in sight?
  7. Hewlett-Packard's Efforts To Be Big Blue Leave Some Bruises

    August 19, 2011
    Hewlett-Packard has given investors a lot to swallow, and the market is spitting most of it out.
  8. A Late Quarter Stumble Trips Up NetApp

    August 18, 2011
    NetApp's long-term growth potential should be enough to get it past this quarter's setbacks.
  9. Dell Deep In Value, But Does Anyone Care?

    August 17, 2011
    Dell's performance is not great, but the valuation is dismal.
  10. Listening to My Uncle's Gut

    August 04, 2011
    With economic indicators rolling over, and debt crises no closer to a sustainable solution, extra caution is in ...
  11. Right Place, Right Valuation For EMC

    July 25, 2011
    EMC is a rare combination of growth and value in the tech sector.
  12. A Baker's Dozen of Growth Picks

    July 23, 2011
    In today’s interview, Jon Markman of Trader’s Advantage explains how he has identified companies with ...
  13. Hope Floats Down the Potomac

    July 22, 2011
    The market turnaround based on signs of political compromise in Washington and Europe marks a rare display of ...
  14. Apple Is Just Absurd

    July 21, 2011
    Apple continues to boggle the mind with its impossible profits.
  15. Big Blue Still Making The Green

    July 21, 2011
    IBM continues to offer investors a good way to play broad tech trends.
  16. Big Tech Is Too Cheap

    July 14, 2011
    While the recent social media IPOs have caused some investors to wince at the possibility of a new tech bubble, ...
  17. 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.
  18. Computer Giants Worth Looking at

    July 08, 2011
    Take a look at leading the computing giants.
  19. Would A Smaller HP Be A Better HP?

    July 07, 2011
    Rumors about an HP restructuring have a certain validity to them.
  20. Apple vs. Dell: The Surprise Winner

    July 02, 2011
    Tech titan Apple (AAPL) doesn’t look so invincible when paired on the charts against the resurgent Dell ...
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