Stockchase Index

STOCKCHASE

What the experts are saying!
This site compiles comments that experts make about stocks while on public TV shows.


There are 3 registered members and 43 guests viewing the site. Rss Top Picks FeedRss Daily Feed
Your Ad Here

Get more information on this Stock Research and Market Analysis Tool

Dell Computers
Symbol: DELL-Q
Active: Y
Sector: electrical/electronic
Notes:PC Mnfctr
Last Price: 14.860
Last Price Date: 2008-10-07 01:09:03
Globe 200 day average
Google Discussions

Experts that have talked about Dell Computers

Comment20.120Peter HofstraTheir 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 BUY24.950Mark GrammerHas 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 PICK23.940Peter HofstraHas 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
BUY24.540Pat NaccaratoAfter 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 BUY27.850Peter HofstraHe 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 BUY26.220Norman LevineCan'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 PICK22.930Peter HofstraHave 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
BUY25.490Steve MacMillanValuation is attractive. Not as risky as some other high-tech stocks.2007-01-03
PAST TOP PICK23.370Peter 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 PICK22.250Peter 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 BUY21.140Brad WillockStarted 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 BUY20.750John ZechnerWould 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
WAIT24.510Brad WillockHas 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 WEAKNESS24.570Ian AinsworthCheap 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
HOLD29.460Brad WillockCheap enough not to worry about it right here. Getting some price competition.2005-11-14
TOP PICK31.140Peter HofstraThe 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
DON'T BUY31.750David BurrowsGrowth rate is slowing.2005-10-26
DON'T BUY31.830Norman LevineThe 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
BUY34.450John ZechnerDell (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 BUY40.310Brian Acker, CAA great company, but way over priced. Model price is $28.2005-02-22
BUY42.090David BurrowsThe premier PC company in the world. Most efficient and their direct selling model works.2004-12-10
DON'T BUY41.310Mark Jackson, CFAHeading into a fairly good Christmas season. Should see some fairly good numbers. Well run. Good stock for a US portfolio. Negative on the US$, so not a stock he would own in Canada.2004-12-07
PAST TOP PICK36.850Brad 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
BUY36.180John Sinkins, CFAHave the top market share. Somewhat expensive.2004-09-13
WEAK BUY34.700Reza SamahinOn 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 PICK34.510Brad WillockThe Wal-Mart of technology. Really good at delivering products cheaply. Can produce at lower prices and still maintain their margins.2004-08-13
TOP PICK35.470Daniel Boone IIIHas 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 PICK34.920Paul 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
BUY35.100Brad WillockOne 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
BUY34.050Laura WallaceHas 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 BUY34.720Don VialouxJust 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
BUY35.760Ian NakamotoThe industry leader in terms of the PC market. Low operating costs.2004-05-07
TOP PICK35.350Gretchen LashFeels 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
BUY33.400Ian AinsworthHasn'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 PICK32.920Paul O'NeilA 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 PICK32.260Francois Trahan2004-03-05
DON'T BUY33.360Ross HealyFair 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 BUY34.780Norman LevineHas 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
BUY35.060David BaskinOne 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 BUY36.310Howard SuttonHas 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 BUY31.970Paul O'NeilA bit expensive. Prefers in the higher $20's. $4 in cash on the balance sheet. Phenomenol company.2003-06-20
DON'T BUY27.020Jeff MorrisonValuations currently too high.2002-12-27
DON'T BUY23.990David BurrowsA leader in its sector. If the sector turned up, it would be good.2002-09-24
BUY26.020Brian Acker, CALikes the valuations. Good balance sheet and good earnings.2002-09-04
PAST TOP PICK26.620Ross HealyWas a top pick on June 27 as a "Would buy at $17". Never got down to the target price.2002-08-30
DON'T BUY28.050Jonathen Wellum, B. Comm, B. ScThey have to expand. Prefers something with a more predictable cash flow.2002-08-21
BUY25.720John Sinkins, CFAGood long term holding.2002-08-14
HOLD26.850David BurrowsHas performed well recently. Could go a little higher and if you own, use a stop loss.2002-05-31
DON'T BUY25.880Howard SuttonA 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 BUY26.570Howard SuttonToo expensive.2002-04-09
BUY29.640Jeff MorrisonPrefers over Compaq. Low cost produceer and have a good business model.2002-01-08
BUY on WEAKNESS27.500Brad WillockGood company, but prefers to buy in the low $20's.2002-01-02
DON'T BUY41.960Brian DawsonA quality company, but the quality is already built into the price.2001-11-27
TOP PICK26.140Brendan CaldwellLooks very good technically. Expects PC sales to pick up.2001-11-08
WAIT21.550Brian Acker, CAThe 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 BUY21.830Brendan KyneIn a big slowdown. To early to go in.2001-08-23
TOP PICK26.640Rob CallanderGood business model. Increasing market share. At a good price.2001-08-08
TOP PICK27.870Rob CallanderLowest cost computer manufacturer.2001-07-26
BUY28.380Jeff MorrisonTop company in PC's. Will continue to be strong.2001-07-19
DON'T BUY25.980Gavin GrahamA winner in PC business. But sales are falling.2001-07-12
TOP PICK26.910Rob CallanderGood business model. Good inventory strategy. Expanding into other sectors.2001-07-04
BUY23.500Joe ConnollyThe leader in box computers. Into price cutting.2001-06-21
BUY25.380Brendan CaldwellExpects them to commodisize the server business, like they did with PC's.2001-05-16
BUY24.480Robert McWhirterPC sales are to rebound.2001-05-11
TOP PICK25.760Rob CallanderLikes their approach in selling PC's and also going into storage. Good margins.2001-05-01
BUY22.188Glenn Paradis, BA, CFAHas a good business model. Slowed because of slower PC sales. Should start picking up.2001-04-04
BUY on WEAKNESS26.250Glenn Paradis, BA, CFAHas been hit by drop in PC sales but has the best business model. Expect an upgrade cycle. Buy under $202001-03-22
WAIT25.000Gavin GrahamNervous. Great company. A cyclical and in a down fall.2001-02-15
DON'T BUY26.375John ZechnerNot a fan of PC's2001-01-23
TOP PICK25.500David GoodmanBought in low 20's Trading at 20/25 X earnings with good growth rate2001-01-22
DON'T BUY22.688David DriscollGrowth rate won't be there. Close to its fair market value (or break up value!)2001-01-17
WAIT18.000Ross HealyStarting to see some value2000-12-27
WATCH17.438Scott MorrisonLooking at valuations. Will grow at 20/25% rate. Dell is the leader in PC's and the most efficient2000-12-07
WAIT23.000Noah Blackstein, B.A., CFAShouldn't have too much exposurein PC's Best business model in PC sector2000-11-20
DON'T BUY23.000Robert McWhirterStill struggling PC's expected to drop in sales2000-11-10
WAIT32.000David DriscollLikes. A little pricey. Passing Compaq in PC sales Wait for earnings next 1/42000-11-06
BUY23.000Fred KetchenDoing a good job. A earnings/revenue warning. Has to be a long term buy2000-10-12
BUY23.000Brian Acker, CABuy @ 21.752000-10-11

Privacy Policy



Other worthy sites:

Powered by phpMyEdit of Platon Group
Life Insurance Canada - Canadian life insurance broker with online life insurance shopping.
American Universal Life Insurance
American term life insurance quotes
Canadian term life insurance rates
Our Main Page

www.financialwebring.com