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| TOP PICK | 15.500 | Randall Abramson | (Top Pick Oct 27/11, Down 2.35%) Price has moved sideways but value is appreciating. 4 x earnings. Silly price for such a good and growing company. | 2011-12-08 | |
| DON'T BUY | 14.870 | Barry Schwartz | Computer business is a dying business. People are buying tablets and smart phones. Valuation is very, very cheap and has a lot of cash. Hopefully they will make some kind of acquisition, get into some other business line or start returning cash to shareholders. | 2011-11-21 | |
| TOP PICK | 16.320 | Randall Abramson | Thinks they are a mover and a shaker. They changed their platform over the last couple of years and people haven’t noticed or don’t believe it. Company is buying back stock as are insiders. Values it at $28/share. Have cash on the balance sheet above their debt. In 4.5 years time the company will be all cash. It is no longer a PC company. Less than 10% is from PCs. Servers, IT services, storage, cloud computing, software, peripherals. | 2011-10-27 | |
| TOP PICK | 16.320 | Randall Abramson | Thinks they are a mover and a shaker. They changed their platform over the last couple of years and people haven’t noticed or don’t believe it. Company is buying back stock as are insiders. Values it at $28/share. Have cash on the balance sheet above their debt. In 4.5 years time the company will be all cash. It is no longer a PC company. Less than 10% is from PCs. Servers, IT services, storage, cloud computing, software, peripherals. | 2011-10-27 | |
| BUY | 17.140 | Brian Acker, CA | A technology company that has been doing rather well. His model price is $19.92, 16% upside. Thinks it will move higher here, certainly to the $19.50 level. | 2011-07-08 | |
| DON'T BUY | 15.595 | Terry Shaunessy | The problem is “what’s the future?” Not that expensive. Whether they can change their product line fast enough to compete against Apple (AAPL-Q) and all the other tablets that will come out on the market, he is not so sure. | 2011-06-01 | |
| TOP PICK | 16.730 | Ara Nalbandian | Aggressively trying to transition to more of a services and software driven company. Early on but have been quite successful. Trading at less than 7X forward earnings, net of cash. Attractive Risk/Reward. A lot of insider buying also. | 2011-05-11 | |
| DON'T BUY | 13.740 | Christine Poole | Have stumbled. Used to dominate in PCs, especially in enterprise, but their direct marketing model kind of got out of whack when they started to go into emerging countries. She would prefer Hewlett-Packard (HPQ-N). | 2010-07-26 | |
| BUY | 15.930 | John Zechner | (Market Call Minute.) Likes the tech sector. This one has a little more issue and more competition problems. Won't be what they wear before but thinks the whole sector is turning. Wouldn't be his top pick. | 2010-04-12 | |
| DON'T BUY | 14.990 | Barry Schwartz | A pretty good barometer of what is happening in the US economy. Have to become more integrated and more of the service provider, which is on their radar screen. He is avoiding all US stocks now because the Cdn$ will be going higher. | 2010-03-24 | |
| HOLD | 14.429 | Paul Harris, CFA | Beat their numbers by a penny. Consumer business was weak. They are not a retail computer maker and most of their business comes from corporate. When you see an uptake on corporate and gov’t spending then you will see it do better. Stock is fairly cheap. | 2010-02-18 | |
| DON'T BUY | 13.740 | Steven Conville | Thinks the PC sector has had its run. Can't see this company having a better year in stock performance than it did this year. | 2009-12-18 | |
| DON'T BUY | 13.740 | Stan Wong | Last earnings release had $.22 in earnings, while the Street had estimated $.28. Earnings estimates have been moving down for the next quarter and the next 12 months. | 2009-12-17 | |
| DON'T BUY | 14.580 | Stan Wong | Has moved below the 50 day moving average. A lot of their products are pretty commoditized. Recently beat estimates. Prefers others such as Apple (AAPL-Q). | 2009-11-04 | |
| DON'T BUY | 15.430 | Christine Poole | Historically have always sold direct but are starting to get into stores. Recently acquired Pro Systems had a very huge price in order to expand into Information Services. More attractive opportunities elsewhere. | 2009-10-15 | |
| BUY | 16.010 | Alexander Lane, B Comm, C | The whole PC supply chain appears to be on a major rebound. There's good demand for notebook computers and LCD screens that go with desktops. Has under performed Hewlett-Packard (HPQ-N). Have got a lot of the problems out of the way. | 2009-09-21 | |
| PAST TOP PICK | 11.120 | Peter Hofstra | (A Top Pick Dec 3/07. Down 52.55%.) Advantage that it had by being strictly online was controlling costs and running a very tight supply line and taking cash before building. You can now buy competition online as well. | 2009-05-27 | |
| DON'T BUY | 10.550 | Brian Acker, CA | Right on it’s model price of $10.60. They have other tech names, e.g. Microsoft or Oracle. | 2009-04-21 | |
| TOP PICK | 9.460 | Charles Bobrinskoy | Everybody hates this. The stock is under $10 and has $3 of cash, trading at 3X EBITDA. Extraordinarily cheap. Demand for computers is still going to be there when we come out of this recession and growth will emerge. | 2009-02-06 | |
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| DON'T BUY | 10.340 | Mark Grammer | The PC business right now is very difficult. There are a lot of players. Starting to get into the notebook business. Doesn’t expect to see dramatic growth over the next few years. | 2008-12-29 | |
| TOP PICK | 10.890 | Charles Bobrinskoy | The low-cost manufacturer of computers and hardware servers. Extraordinarily cheap. Close to $3 in cash. Trading at an enterprise value of about 2.5 X EBITDA. Great growth in international markets with their server business. Doing much better in portable computers and laptops. | 2008-11-14 | |
| BUY | 12.580 | Jim Hardesty | Main customers are businesses and, so far, have been maintaining their capital outlay programs. Thinks there has been some product slippage by Hewlett-Packard (HPQ-N). The technology of the PC business is the key to success and feels they maintain a strong technological advantage to Hewlett-Packard. Needs a new technological cycle to come through. Good value at this level. | 2008-10-21 | |
| TOP PICK | 13.550 | Charles Bobrinskoy | People are going to be buying computers around the world and they have lowest cost computers. Michael Dell himself has been buying stock himself and it will triple or quadruple over the next three or four years. They are taking costs out of the equations. | 2008-10-07 | |
| Comment | 20.120 | Peter Hofstra | Their presence with the consumer and getting into the retail channel is going better than what most people had expected. Liked the fact that they were doing so well globally. Had never done very well with the US consumer. They still outgrow the PC market in China. | 2008-01-23 | |
| DON'T BUY | 24.950 | Mark Grammer | Has suffered in the last little while because of competition. Initially, their business model was fantastic. Consumers have now migrated back to the retailers again. Sees some positives in what they are doing, but still they are suffering. | 2007-12-06 | |
| TOP PICK | 23.940 | Peter Hofstra | Has been beaten up. Organization has been restructured. They are making the changes that the consumer wants. Thinks they will announce a $10 billion plus share buyback in the next little while. Good price. | 2007-12-03 | |
| BUY | 24.540 | Pat Naccarato | After it got hit today, this is a very attractive stock. Revenue growth is moving along very nicely but their costs slipped out of control. Got squeezed on profit margins that have hurt them a little. Ultimately they will get it right. Have $15 billion in cash. Thanks they will be buying back stock. | 2007-11-30 | |
| WEAK BUY | 27.850 | Peter Hofstra | He likes it and has owned it. Company has done well in emerging market.They have had growth in Japan and China. Pushing with retail strategy and selling units through Walmart. | 2007-10-16 | |
| DON'T BUY | 26.220 | Norman Levine | Can't think of a lot of reasons to own this one. It has seen its best as the company. Sales may be going up, but the growth rate is gone. | 2007-05-30 | |
| TOP PICK | 22.930 | Peter Hofstra | Have had some problems but as more bad news comes in, the stock has not gone down further. The most cost effective managers in that space. At the bottom and ready to turn around. | 2007-03-22 | |
| BUY | 25.490 | Steve MacMillan | Valuation is attractive. Not as risky as some other high-tech stocks. | 2007-01-03 | |
| PAST TOP PICK | 23.370 | Peter Hofstra | (A Top Pick Oct 27/05. Down 25.2%.) Feels there's upside beyond where it was a year ago. Substantially undervalued. Continuing to add to his position. | 2006-10-30 | |
| TOP PICK | 22.250 | Peter Hofstra | (A Top Pick Oct 27/05. Down 29.9%.) Has been adding to his position. Good management team. They will re-establish themselves as the key leader. | 2006-08-29 | |
| DON'T BUY | 21.140 | Brad Willock | Started dropping when IBM sold their personal PCs to a Chinese company, which started giving them stronger competition. They are still losing share and have to stabilize. | 2006-08-09 | |
| DON'T BUY | 20.750 | John Zechner | Would wait for the mess to clear. They are losing business. A great business model, but as people graduate from desktop to laptop they are not as well positioned. | 2006-07-24 | |
| WAIT | 24.510 | Brad Willock | Has been a fantastic company over a long time, but the world changed. Their cost advantage has slipped away. Under heavy competition from Hewlett-Packard (HPQ-N). In the low $20’s, it will be hard to ignore. Would wait for it to stop going down before buying. | 2006-05-11 | |
| BUY on WEAKNESS | 24.570 | Ian Ainsworth | Cheap at 14 X next year's earnings. Near-term risk is their decision to cut prices to gain market share. Could lead to a price war and they may not get the market share they were hoping for. In the long run, it is a great business model. Would buy a few $’s lower from here. | 2006-05-09 | |
| HOLD | 29.460 | Brad Willock | Cheap enough not to worry about it right here. Getting some price competition. | 2005-11-14 | |
| TOP PICK | 31.140 | Peter Hofstra | The theme in the Top Picks tonight are based on Large Cap Tech as there's great value to be had. Has been some negative sentiment lately. Haven't used AMD chips which have been doing fairly well. | 2005-10-27 | |
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| DON'T BUY | 31.750 | David Burrows | Growth rate is slowing. | 2005-10-26 | |
| DON'T BUY | 31.830 | Norman Levine | The best computer company in the world. The best run, the best growth but the growth seems to be slowing down. Valuation is still fairly rich. | 2005-10-25 | |
| BUY | 34.450 | John Zechner | Dell (DELL-Q) versus HP (HPQ-N)? A tough question. Would stick with Dell, because of its history. New management. Has a proven growth strategy over a longer term basis. | 2005-09-29 | |
| DON'T BUY | 40.310 | Brian Acker, CA | A great company, but way over priced. Model price is $28. | 2005-02-22 | |
| BUY | 42.090 | David Burrows | The premier PC company in the world. Most efficient and their direct selling model works. | 2004-12-10 | |
| DON'T BUY | 41.310 | Mark Jackson, CFA | Heading into a fairly good Christmas season. Should see some fairly good numbers. Well run. Good stock for a US portfolio. Negative on the US$, so not a stock he would own in Canada. | 2004-12-07 | |
| PAST TOP PICK | 36.850 | Brad Willock | (A Top Pick Aug 13/04. Up 8%.) Has had a nice little run. Wouldn't put new money in at this time. | 2004-11-10 | |
| BUY | 36.180 | John Sinkins, CFA | Have the top market share. Somewhat expensive. | 2004-09-13 | |
| WEAK BUY | 34.700 | Reza Samahin | On company fundamentals, this is an ideal company. A low-cost producer. Likes of for the long term. On a valuation basis, it is fully priced at this point. | 2004-08-19 | |
| TOP PICK | 34.510 | Brad Willock | The Wal-Mart of technology. Really good at delivering products cheaply. Can produce at lower prices and still maintain their margins. | 2004-08-13 | |
| TOP PICK | 35.470 | Daniel Boone III | Has a competitive advantage that can't be matched. Cut out overhead and sells equipment at the lowest price. Continuing to gain market share. Should grow 15/20% over the next five years. | 2004-07-30 | |
| PAST TOP PICK | 34.920 | Paul O'Neil | (Past top pick Mar 19/04. Up 7%.) Still likes. Can't see their market share slowing down. Printers will be a huge business for them. | 2004-06-24 | |
| BUY | 35.100 | Brad Willock | One of the best managed companies in the market. They are the Walmart of technologies. They are destroying their competition. Good buy in the low 30's. At 35 it is close to fair value. Should do very well over the next couple of years. | 2004-06-11 | |
| BUY | 34.050 | Laura Wallace | Has done a tremendous job in taking market share. The concern in the near term is its competition Hewlett-Packard. Should be fine on a long-term basis. | 2004-05-19 | |
| DON'T BUY | 34.720 | Don Vialoux | Just came out with very strong earnings. This is the time of year when tech stocks don't do very well. Their cycle is from the end of September to the end of January.. | 2004-05-14 | |
| BUY | 35.760 | Ian Nakamoto | The industry leader in terms of the PC market. Low operating costs. | 2004-05-07 | |
| TOP PICK | 35.350 | Gretchen Lash | Feels there will be a mini PC boom with corporate America recycling their PCs. Have a lot of cash and very strong cash flow. | 2004-04-16 | |
| BUY | 33.400 | Ian Ainsworth | Hasn't done much in the last year. Continues to execute on an incredible business model. Continues to gain market share. Moving into higher margin products e.g. storage systems and servers. | 2004-03-26 | |
| TOP PICK | 32.920 | Paul O'Neil | A low-cost distributor of goods. It now does that with storage and will be doing it with printers. Should continue to gain market share in the US as well as Europe and Asia. | 2004-03-19 | |
| TOP PICK | 32.260 | Francois Trahan | 2004-03-05 | ||
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| DON'T BUY | 33.360 | Ross Healy | Fair market value is about $40 so there seems to be upside. They are diversifying out of the PC market because margins are coming under pressure. High techs are steadily weakening, so not an area he would want to be in. | 2004-02-23 | |
| DON'T BUY | 34.780 | Norman Levine | Has under performed some of the frothier techs and would be OK if you like this sector. Not in favor of techs at this time. | 2004-01-21 | |
| BUY | 35.060 | David Baskin | One of the best buy's in big name tech stocks. Keeps expanding its market share. Compared to other tech stocks it looks reasonable. | 2004-01-07 | |
| DON'T BUY | 36.310 | Howard Sutton | Has executed extremely well in laptop and PC space. Has dominated. At a 30 X P/E while the industry is growing at about 10/15%. Starting to expand into the storage and the services side. Fully valued. Prefers in the low $20’s. | 2003-10-29 | |
| DON'T BUY | 31.970 | Paul O'Neil | A bit expensive. Prefers in the higher $20's. $4 in cash on the balance sheet. Phenomenol company. | 2003-06-20 | |
| DON'T BUY | 27.020 | Jeff Morrison | Valuations currently too high. | 2002-12-27 | |
| DON'T BUY | 23.990 | David Burrows | A leader in its sector. If the sector turned up, it would be good. | 2002-09-24 | |
| BUY | 26.020 | Brian Acker, CA | Likes the valuations. Good balance sheet and good earnings. | 2002-09-04 | |
| PAST TOP PICK | 26.620 | Ross Healy | Was a top pick on June 27 as a "Would buy at $17". Never got down to the target price. | 2002-08-30 | |
| DON'T BUY | 28.050 | Jonathen Wellum, B. Comm, B. Sc | They have to expand. Prefers something with a more predictable cash flow. | 2002-08-21 | |
| BUY | 25.720 | John Sinkins, CFA | Good long term holding. | 2002-08-14 | |
| HOLD | 26.850 | David Burrows | Has performed well recently. Could go a little higher and if you own, use a stop loss. | 2002-05-31 | |
| DON'T BUY | 25.880 | Howard Sutton | A replacement cycle should start by the end of this year as leases are starting to come due. Great execution. Wait for a break. | 2002-04-26 | |
| DON'T BUY | 26.570 | Howard Sutton | Too expensive. | 2002-04-09 | |
| BUY | 29.640 | Jeff Morrison | Prefers over Compaq. Low cost produceer and have a good business model. | 2002-01-08 | |
| BUY on WEAKNESS | 27.500 | Brad Willock | Good company, but prefers to buy in the low $20's. | 2002-01-02 | |
| DON'T BUY | 41.960 | Brian Dawson | A quality company, but the quality is already built into the price. | 2001-11-27 | |
| TOP PICK | 26.140 | Brendan Caldwell | Looks very good technically. Expects PC sales to pick up. | 2001-11-08 | |
| WAIT | 21.550 | Brian Acker, CA | The leader in PC's and should be a survivor, as long as they keep their costs down. Wait for an up tick. | 2001-09-07 | |
| DON'T BUY | 21.830 | Brendan Kyne | In a big slowdown. To early to go in. | 2001-08-23 | |
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| TOP PICK | 26.640 | Rob Callander | Good business model. Increasing market share. At a good price. | 2001-08-08 | |
| TOP PICK | 27.870 | Rob Callander | Lowest cost computer manufacturer. | 2001-07-26 | |
| BUY | 28.380 | Jeff Morrison | Top company in PC's. Will continue to be strong. | 2001-07-19 | |
| DON'T BUY | 25.980 | Gavin Graham | A winner in PC business. But sales are falling. | 2001-07-12 | |
| TOP PICK | 26.910 | Rob Callander | Good business model. Good inventory strategy. Expanding into other sectors. | 2001-07-04 | |
| BUY | 23.500 | Joe Connolly | The leader in box computers. Into price cutting. | 2001-06-21 | |
| BUY | 25.380 | Brendan Caldwell | Expects them to commodisize the server business, like they did with PC's. | 2001-05-16 | |
| BUY | 24.480 | Robert McWhirter | PC sales are to rebound. | 2001-05-11 | |
| TOP PICK | 25.760 | Rob Callander | Likes their approach in selling PC's and also going into storage. Good margins. | 2001-05-01 | |
| BUY | 22.188 | Glenn Paradis, BA, CFA | Has a good business model. Slowed because of slower PC sales. Should start picking up. | 2001-04-04 | |
| BUY on WEAKNESS | 26.250 | Glenn Paradis, BA, CFA | Has been hit by drop in PC sales but has the best business model. Expect an upgrade cycle. Buy under $20 | 2001-03-22 | |
| WAIT | 25.000 | Gavin Graham | Nervous. Great company. A cyclical and in a down fall. | 2001-02-15 | |
| DON'T BUY | 26.375 | John Zechner | Not a fan of PC's | 2001-01-23 | |
| TOP PICK | 25.500 | David Goodman | Bought in low 20's Trading at 20/25 X earnings with good growth rate | 2001-01-22 | |
| DON'T BUY | 22.688 | David Driscoll | Growth rate won't be there. Close to its fair market value (or break up value!) | 2001-01-17 | |
| WAIT | 18.000 | Ross Healy | Starting to see some value | 2000-12-27 | |
| WATCH | 17.438 | Scott Morrison | Looking at valuations. Will grow at 20/25% rate. Dell is the leader in PC's and the most efficient | 2000-12-07 | |
| WAIT | 23.000 | Noah Blackstein, B.A., CFA | Shouldn't have too much exposurein PC's Best business model in PC sector | 2000-11-20 | |
| DON'T BUY | 23.000 | Robert McWhirter | Still struggling PC's expected to drop in sales | 2000-11-10 | |
| WAIT | 32.000 | David Driscoll | Likes. A little pricey. Passing Compaq in PC sales Wait for earnings next 1/4 | 2000-11-06 | |
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| BUY | 23.000 | Fred Ketchen | Doing a good job. A earnings/revenue warning. Has to be a long term buy | 2000-10-12 |
