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DELL

Michael Dell, Who’s Your Daddy?

in FP: Latest/Stock Analysis by
Michael Dell, Who is Your Daddy?

Michael Dell should ask himself a simple question: “Who is my daddy?” He says his current daddy — Wall Street’s army of sell-side analysts and impatient investors with their insatiable thirst for short-term results — makes it impossible for him to transform Dell from a PC maker into a technology services company. He doesn’t want…

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The Best of: Dell, Not Yet?

in Stock Analysis by

Dell (Nasdaq: DELL) is hitting multi-year lows and, at 16 times trailing earnings, is attracting value investors that have coveted the stock from afar for years. Some of this latest decline can be traced to the company’s recent downward revision of earnings estimates. And this is precisely the noise that a contrarian investor looks to capitalize on.
But are Dell’s problems short-term in nature? Though the valuation appears alluring on the surface, I don’t yet own the stock. Here’s why.

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