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| Comment | 25.200 | Gavin Graham | Has lots of cash. Had a change of management which means you may have a team that is now focused on returning value to shareholders. They may spin of their printing operation, use some of the cash to buy back shares, issue a special dividend, etc. A lot of the cash is overseas and if they bring it back into the US, they have to pay the top marginal corporate tax rates. There may be other large cap tech stocks that are better to look at such as Microsoft (MSFT-Q) or Intel (INTC-Q). | 2011-12-28 | |
| PAST TOP PICK | 27.900 | Colin Stewart | (A Top Pick Dec 14/10. Down 32.79%.) Sold his holdings. | 2011-12-09 | |
| PAST TOP PICK | 25.870 | Christine Poole | (Top Pick Oct 25/10, Down 38.89%) The board has to decide what they want to do. New CEO did run Ebay but it is not a hardware company. Investor sentiment is very negative. She thinks it is over done and so continues to hold it. Have re-occurring revenue stream for their printer and service business. They just have to demonstrate they have a clear strategy in place and then execute on it. | 2011-10-12 | |
| DON'T BUY | 25.050 | Paul Harris, CFA | Thinks that it is a value trap for a little while. Trades at 5X next year's earnings. Yield of almost 2%. The issues are not only with the board and the management changes, but there are some macro, some secular real internal business things that are very difficult. | 2011-10-06 | |
| DON'T BUY | 23.780 | Gavin Graham | As been in a trading range over the last 5 years with the exception of this most recent selloff where it has broken down through the bottom of the 2008-2009 low. Just fired its new CEO. Marvellous example of a dysfunctional company. | 2011-09-29 | |
| DON'T BUY | 22.710 | Mark Grammer | Major change in upper management and management in a company is very important. If there has been a lot of management change, he would tend to stay away. | 2011-09-26 | |
| PAST TOP PICK | 22.930 | Christine Poole | (A Top Pick Sept 27/10. Down 44.26%.) Consumer demand for PCs has been very weak. Have decided to re-examine the PC business. Wants to give it more time to see what happens. | 2011-09-14 | |
| SELL | 26.030 | Gordon Reid | Have changed direction dramatically. Recent acquisition will be dilutive. | 2011-08-31 | |
| DON'T BUY | 35.610 | Mike S. Newton, CIM FCSI | Has been a big disappointment for him. Just too many moving parts in this space. Doesn't think their tablet stands a chance. They are a big supplier to government in the US, which are looking for places to cut back. | 2011-07-19 | |
| SELL | 35.570 | Jeff Parent B. Eng. FCSI | A tricky one. A big gap in Feb. a 10% drop. another 7%. Avoid it. Could go down another $3. | 2011-06-07 | |
| BUY | 35.975 | Barry Schwartz | Needs to do a major reorganization. Need to get out of computers. Is a cash flow machine and you get a dividend. You get paid to wait. CSCO and MSFT are better opportunities but he would be a buyer here. | 2011-05-24 | |
| BUY on WEAKNESS | 35.980 | Gavin Graham | Stock price fell off a cliff this week because of disappointing numbers. Old line technology stocks are all looking very cheap now and have loads of cash and selling at 10-12 times earnings. Company has done quite well over the last 5 years, but shareholders have not made any money. Cheap. | 2011-05-20 | |
| SELL | 36.490 | Don Lato | It’s like CISCO. Valuation is reasonable. Company is floundering in a couple of areas, and it does not have the growth potential. He would want to see them perform a little better and get the earnings growth. | 2011-05-18 | |
| DON'T BUY | 40.330 | Barry Schwartz | Not his favourite of the tech names, but they are going to have good earning growth. They are most exposed to the revolution of PCs. iPad is taking over. You do better in CSCO or a Top Pick of his. | 2011-05-03 | |
| BUY | 40.080 | John Zechner | Value in tech is always a little scary because sometimes the product cycle is over and they’re kicking out cash and they have a low multiple because they are not growing any more. This is a little bit in that space but they still have enough critical mass in their core markets that they continue to grow. At a discount to the market multiple, has cash and is generating cash. | 2011-05-02 | |
| TOP PICK | 40.080 | Christine Poole | Trades below 8X forward earnings and she thinks they can grow their earnings 10%. An overhang is that the PC market has slowed this quarter because of the tablet market. Although PC’s are 30% of its revenues, it is only 13% of its earnings. They are in services, printers and thinks they will be expanding into the router market through 3Com. | 2011-05-02 | |
| DON'T BUY | 41.040 | Gordon Reid | Have had some past troubles with both management and execution. Have to make some changes to really ramp up in order to compete better in the enterprise market. | 2011-04-27 | |
| BUY | 40.340 | Mike S. Newton, CIM FCSI | Winning a lot of government contracts. We are in a seasonal slower period for technology. Good entry point. | 2011-04-04 | |
| DON'T BUY | 40.980 | Bill Carrigan | Chart shows a big drop early in the year. It’s below the 200-day moving average and it is pointing downward. Point and Figure is not pretty. If it goes below $37, run away. Not doing as well as its peers. | 2011-04-01 | |
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| TOP PICK | 41.300 | Christine Poole | PC business is 25% of revenues and 13% of profits. Bigger component is services (30% or profits). Have number 1 position in printing business. Supplies for printing are higher margin. Management change depressed the price. Have consistently delivered 10% earnings growth. 8 times forward earnings is too cheap. Thinks they will get some share in the networking space through an acquisition. Recently increased dividend by 50%. | 2011-03-30 | |
| STRONG BUY | 41.490 | Peter Brieger | Very keen on it. Screaming buy. It’s very cheap. 9.5 P/E. Dividend increased by 50% today. | 2011-03-14 | |
| PAST TOP PICK | 48.310 | Christine Poole | (A Top Pick Feb 26/10. Down 4.35%.) Stock dropped when their CEO resigned last summer. Stock is slowly working its way back up. Still likes very much. Low multiple at 9X forward earnings. | 2011-02-14 | |
| SELL | 46.890 | Gordon Reid | Tremendous choice in the technology area. Sees this as a bit of a value trap. Normally had traded at 10 to 12 times earnings and are now trading at about 8X. Slow grower and low single digit revenue growth. There is worry about PC growth. | 2011-02-02 | |
| DON'T BUY | 44.860 | Ian Ainsworth | Difficult call because of a big exposure to servers which was big growth driver and that is a going to soften. Better growth stories out there.. | 2011-01-10 | |
| DON'T BUY | 41.230 | Gordon Reid | PC market is starting to fail in lieu of the Tablet market. Trades at a very cheap multiple but probably a Value Trap. | 2010-12-15 | |
| TOP PICK | 41.540 | Colin Stewart | Dominant global technology company, both hardware and software provider and trading at historically low valuation multiples of about 8X earnings. Earnings are expected to grow 15% next year. Paying out only a very small percent of earnings. If they decide to increase dividends, the stock would jump. | 2010-12-14 | |
| HOLD | 42.620 | Don Vialoux | Typically strong seasonality from Oct to early January. Chart shows some resistance and a trading range. The whole sector wants to go higher. If you own be prepared to take profits in early January. | 2010-12-10 | |
| BUY | 43.810 | Mike Lyons CA, CFA | Reasonably valued large caps. 12x earnings range. Would like a higher dividend yield. | 2010-11-03 | |
| WEAK BUY | 42.950 | Ian Ainsworth | He owns APPL. HP had a good run with their service strategy, replacing Dell. Good quality company, not threatened by any trends. Not going to be a big growth story. | 2010-10-26 | |
| TOP PICK | 42.880 | Christine Poole | New CEO previously ran a large global technology company. Very cheap at 8.5X forward earnings. | 2010-10-25 | |
| DON'T BUY | 42.820 | Gordon Reid | Problems in the press – management group has suffered a scandal. Bigger issue is that PC side of business is in some jeopardy – is tablet going to replace PC. Not an expensive stock but is a value trap. There are better choices. | 2010-10-20 | |
| DON'T BUY | 42.130 | Don Lato | New CEO. Very cheap stock. Still too many problems and too much change at the company. | 2010-10-14 | |
| TOP PICK | 41.260 | Christine Poole | Thinks the market has overreacted to Mark Hurd’s resignation. Very attractive multiple at 8X forward earnings. #1 position in PC's, printers and IT services. Expanding into higher margin businesses. | 2010-09-27 | |
| DON'T BUY | 39.620 | Ara Nalbandian | Terribly undisciplined in their acquisitions in the last little while. At this level, it looks like it is pricing in no growth. Wants to see more clarity. | 2010-09-15 | |
| DON'T BUY | 38.810 | Don Lato | Cheap, cheap stock but company is in disarray. Grossly overpaid for 3Par. Much better bets in in the technology area than this one. | 2010-09-08 | |
| BUY | 39.680 | Barry Schwartz | In a bidding war for 3PAR (PAR-N). Believes they are worried that desktop computer age is going to be over in the next 5 years so want to branch out. Great company and generating $10 billion of free cash flow annually. Balance sheet is in great shape. Trading at less than 10X earnings. Not his favourite. (See Top Picks.) | 2010-09-02 | |
| TOP PICK | 39.040 | Christine Poole | Has owned for a while and followed them. Stock over reacted to Mark’s departure. Cheaper than it was a year ago. Likes their business divisions. Just reported their quarter and business looks good. Don’t know who their new CEO will be. Bought more when the departure was announced. | 2010-08-23 | |
| BUY | 39.850 | Philip Doyle | Strong franchise and cash flowing company. Has generated strong returns on equity through the pretty challenging last few years. Trading at less than 1X sales, which is pretty cheap for a large-cap tech company. | 2010-08-20 | |
| BUY | 40.820 | Brian Acker, CA | The current low price may be an opportunity for investors to get in. | 2010-08-17 | |
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| PAST TOP PICK | 46.570 | Christine Poole | (A Top Pick July 21/09. Up 15%.) Still sees good upside. Trading at a very attractive multiple. | 2010-07-26 | |
| HOLD | 47.510 | Steven Conville | Has had a terrific run for a large company. Bulk of huge tech spending has taken place for the next little while so would prefer a lower price of the $38 range. A good long-term hold | 2010-06-21 | |
| BUY | 47.980 | Brett Hryb | Valuation is cheaper than IBM (IBM-N). People are concerned because they have a little bit higher exposure to Europe. | 2010-06-15 | |
| PAST TOP PICK | 45.720 | Christine Poole | (A Top Pick July 21/09. Up 14%.) Likes their positioning in computers, mobiles and desktops as well as their positioning in the printer space. Trading at 10.2X forward earnings. Still a buy. | 2010-05-26 | |
| PAST TOP PICK | 53.260 | Christine Poole | (A Top Pick July 21/09. Up 31.3%.) Likes their positioning in PCs, printers and computer services. Recently acquired 3Com, which expands their position in the networking space. Still a Buy. | 2010-03-30 | |
| TOP PICK | 50.790 | Christine Poole | Excellent, high quality tech stock. Loves printer business. Biggest risk is if there is a double dip – low probability. | 2010-02-26 | |
| SELL | 48.730 | Don Vialoux | A classic technology stock that ran up from October until the 2nd week of January and is now losing momentum. You are beyond the period of seasonal strength. | 2010-02-03 | |
| BUY | 52.220 | Gordon Reid | We are in a good cycle of upgrades in software. This is a well managed company. Like their purchase of ADT. Expect they will give IBM a run for their money. | 2010-01-13 | |
| PAST TOP PICK | 52.430 | Christine Poole | (A Top Pick July 21/09. Up 30.06%.) | 2010-01-11 | |
| PAST TOP PICK | 50.050 | Christine Poole | (A Top Pick July 21/09. Up 24%.) Great company to own if you want exposure in the tech space. Margins are up. | 2009-11-26 | |
| Comment | 47.760 | Stan Wong | From a technical perspective it is doing very well. Trading at 11X forward PE, which is not too bad. Beat estimates in the last quarter. Not his favourite in the tech space. | 2009-11-04 | |
| BUY | 48.000 | Christine Poole | This is a name that she likes. Still hasn't seen a pickup in their printing business as yet. | 2009-10-15 | |
| PAST TOP PICK | 44.480 | Christine Poole | (A Top Pick July 21/09. Up 9.22%.) Just reported good results. Acquired EDS last year and integration is ahead of schedule. Still sees a lot of upside margin improvement. Demand in the US and China has stabilized although some concerns in Europe. | 2009-08-26 | |
| TOP PICK | 40.570 | Christine Poole | Leading player in PCs, both mobile and desktop. #1 in the printer and server business. #2 in IT services. Reasonably priced. Looking for a recovery in demand. | 2009-07-21 | |
| BUY | 29.100 | Greg A. Taylor, CFA, BBA | Looks really attractive at these levels. Have done a really good job in the last 6 months diversifying away from printers and getting into servers and other service applications. Trying to become the next IBM. Trades at a 2% discount to IBM. | 2009-03-19 | |
| DON'T BUY | 31.390 | David Burrows | Technically, the stock consolidated nicely between November and February but has broken down out of the consolidation. Earnings were a little bit disappointing. The macro environment has overwhelmed the situation. Likes the technology space and likes this company but in the near term, the stock is going to probably be weak. | 2009-02-19 | |
| DON'T BUY | 36.190 | Duncan Stewart | Essentially a PC manufacturer. Has hung in pretty well and is picking up market share. PC is a competitive market and he doesn't think PCs will do very well. | 2008-12-30 | |
| DON'T BUY | 45.730 | David Driscoll | Not a big fan of laptop or computer manufacturing stocks. Tough business, small margins. | 2008-08-11 | |
| DON'T BUY | 41.590 | David Burrows | Sold his holdings when it dropped through $50. Technically, the stock is broken right now. Well managed business and they are building their services business. Not the right time to Buy. | 2008-07-11 | |
| BUY | 47.570 | David Baskin | (Market Call Minute.) Major acquisition makes it look more like IBM recurring revenue from service and software makes it more attractive and less volatile. | 2008-06-10 | |
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| HOLD | 46.460 | Bob Stodgell | Has done exceptionally well. Have been cost-cutting. Now getting into the arena of consulting by acquiring Electronic Data Systems (EDS-N). When companies go through things like this, you have to be careful and patient for integration risks. | 2008-05-20 | |
| DON'T BUY | 45.640 | Gordon Reid | Acquiring Electronic Data Systems (EDS-N) but not sure it's a great deal for them. Services business is a lower margin business than the PC business. | 2008-05-14 | |
| Comment | 44.270 | David Baskin | Planning to buy Electronic Data Systems to better compete against IBM. This will be the same type of story as IBM in that you won't make a lot of money but the dividend will keep going up. | 2008-05-13 | |
| HOLD | 47.840 | Robert Floyd | Thinks he eventually they will be able to break through the $50 mark. Absolute performance has been very strong. Product and efficiencies have been very good over the last couple of quarters. | 2008-04-29 | |
| Comment | 51.500 | Paul Harris, CFA | Have done a very good job. Have done very well with on the PC side and their printers continue to do well. | 2007-11-01 | |
| VAGUE | 52.870 | Bob Stodgell | He doesn't like tech usually. But HP has been a great turn-around story. They've been very draconian about costs and expenditures. Strategically you might have to wait a bit though. | 2007-10-18 | |
| BUY | 49.000 | Alan Kral , CFA, CIC | Very well positioned. Success came when they refocused on their consumer computer business and started taking market share away from Dell (DELL-Q). | 2007-09-10 | |
| PAST TOP PICK | 47.020 | David Burrows | (A Top Pick Aug 23/06. Up 40%.) The computer group in 2003/2004 had really under performed the market but this one was going against the group. | 2007-08-09 | |
| DON'T BUY | 45.410 | Brian Acker, CA | 2% positive differential Not enough difference to buy. | 2007-06-07 | |
| HOLD | 45.010 | Hap (Robert) Sneddon FCSI | There are other areas of technology that he would prefer, but if you own it, Hold. | 2007-05-08 | |
| HOLD | 40.450 | Peter Hofstra | Was a great value play in the $20 area. Good company and very diversified. Expect you will make a 9%-10% return. | 2007-03-22 | |
| BUY | 43.130 | David Burrows | After years of under performing, started hitting on a number of cylinders after it restructured. Have beaten estimates 8 quarters in a row. Have been cutting costs and growing their market share. | 2007-02-20 | |
| DON'T BUY | 40.140 | Peter Hofstra | Sold it in the mid to high $30’s. A strong business. Sort of regained #1 market share. May be at the top of its cycle. Fully valued. | 2006-12-06 | |
| PAST TOP PICK | 39.560 | David Burrows | (A Top Pick Sept 22/05. Up 98.2%.) Very focused. Continuing to buy. | 2006-10-19 | |
| BUY | 38.020 | Paul Harris, CFA | Becoming a much better run company. Their operations are better. | 2006-10-04 | |
| DON'T BUY | 35.760 | Peter Hofstra | His concern is that their top line is growing very slowly. Mid single digits at best the last few quarters, year after year. Managed to beat estimates on the earnings side so obviously is controlling costs. Are you cutting into your future when you do that? | 2006-08-29 | |
| TOP PICK | 35.260 | David Burrows | (A Top Pick Sept 22/05. Up 24.8%.) A story of cost-cutting, margins and revenue growth. Cost cutting is working so margins are increasing and they are competing very effectively on price. They are also seeing growth across their business units. When a big company like this starts to turn around, it can turn around for a long time. | 2006-08-23 | |
| BUY | 35.150 | Jonathen Wellum, B. Comm, B. Sc | They had a fantastic quarter. Relatively inexpensive. Have a lot of cash and continue to grow. | 2006-08-17 | |
| PAST TOP PICK | 31.670 | David Burrows | (A Top Pick Apr 10/06. Down 2.5%.) Has held in remarkably well against a very tough technology market. It’s in the midst of a turnaround. There is not only cost cutting, but good prospects of revenue growth. | 2006-07-12 | |
| PAST TOP PICK | 31.880 | David Burrows | (A Top Pick Apr 10/06. Down 10%.) Still likes. Has hung in remarkably well compared to any of the technology stocks. In the middle of a very strong turnaround in their business. Could see a good pickup in revenues. | 2006-06-15 | |
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| TOP PICK | 33.100 | David Burrows | Was a chronic underperformer for a number of years. Some of the restructuring efforts have really started to take hold. Had two quarters in a row were they have beaten the estimates. Feels we are into a 2/3 years cycle. | 2006-04-10 | |
| TOP PICK | 33.410 | David Burrows | Some management changes. Profits are rising. Low risk. Has owned the past few months. | 2006-02-27 | |
| BUY | 29.070 | Norman Levine | A turnaround situation. New CEO has been rebuilding the divisions and making them work together better. | 2005-12-13 | |
| BUY | 28.520 | David Burrows | Will be reporting earnings a month from now and should have an uptick in all of their business lines. New CEO is doing a very good job. Have beaten the estimates a couple of times in a row now. | 2005-11-11 | |
| PAST TOP PICK | 26.960 | David Burrows | (A Top Pick Aug 25/05. Up 2%.) Have gone through some management changes. Looks like a good company that will become a great company. Continuing to buy. | 2005-10-26 | |
| Comment | 28.940 | 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 | |
| TOP PICK | 28.010 | David Burrows | Going through a real rebirth. Analysts are upgrading their earnings estimates. Typically, once an improvement starts to kick in, analysts are generally behind the curve being scepitcal. The 1st analyst increase will not be the lasat one. | 2005-09-22 | |
| SELL | 28.090 | Brian Acker, CA | Model price has risen from $28 a year ago to $30.50 now. Sold his holdings because there was value elsewhere. Would sell here. | 2005-09-21 | |
| TOP PICK | 26.900 | David Burrows | Have been going through restructuring. One of those really big businesses that if they get their restructure to start to catch, you could see significant leverage in the earnings. The technology sector underperformed all through the early part of the year, this one was extremely stable. Really beat the estimates on their earnings. | 2005-08-25 | |
| WAIT | 24.520 | Jonathen Wellum, B. Comm, B. Sc | In transition. Changes make a lot of sense as they have to get their costs down. Not adding to their holdings as they want to see if this really will work. | 2005-07-19 | |
| TOP PICK | 24.920 | John Sinkins, CFA | New CEO. Restructuring. Expecting some cost savings to be created. | 2005-07-18 | |
| DON'T BUY | 24.070 | Peter Hofstra | Generally an OK business, but not compelling. They've lost out to DEll (DELL-Q). Thinks they will carve out a niche in the market somewhere between the DEll and IBM (IBM-N) models. Will be a little while before they get their profitability models sorted out. | 2005-06-29 | |
| DON'T BUY | 24.610 | Jean-Francois Tardif | He has a SHORT on this stock. This is based on a long term trend. Getting cheapcompetition on their print cartridges from China. Also getting competition from Dell (DELL-Q) on their printers. Market share is dropping and will continue to do so. | 2005-06-21 | |
| SHORT | 20.740 | Jean-Francois Tardif | This company will suffer over the next 5 years. Now getting competition from Dell (DELL-Q) who are selling printers now. Also getting competition on ink jet cartridges. Expeccts earnings will drop in the years to come. | 2005-05-09 | |
| WATCH | 21.000 | David Burrows | Looking at sectors, NASDAQ & technology have been the weakest part of the market. These shares have been trading sideways which is a net positive, but is facing some issues such as only modest demand for PC's, business/server side doing OK, but a lot of competition in printers. Would like to see it trading $23/24 higher indicating that it is coming out of the consolidation. | 2005-05-03 | |
| BUY | 20.570 | Brian Acker, CA | Prefers over Dell (DELL-Q). | 2005-02-22 | |
| DON'T BUY | 20.100 | Norman Levine | 3 major business are PC's, printers and IT consulting. Dell is hurting their PC sales as well as giving them some pressure on their printers. | 2004-11-29 | |
| DON'T BUY | 19.000 | Mark Jackson, CFA | An OK company. Management is relatively good. At this point in the cycle, he's a little bit leery of the technology sector. Would look elsewhere. | 2004-11-03 | |
| HOLD | 20.000 | David Burrows | Has done a very good job in amalgamating Compaq and creating greater profitability. Focused in the PC area which is not having the growth needed. The technology sector is weak. If it traded below $19.50 be defensive. | 2004-07-20 | |
| DON'T BUY | 21.750 | Brad Willock | Should rethink business plan.Attractive price. Dell computor is hurting there business. | 2004-06-11 | |
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| TOP PICK | 23.080 | Barbara Marcin | 2004-04-02 |
