STOCKCHASE

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

(A Top Pick July 21/09. Up 30.06%.)

2010-01-11

PAST TOP PICK

50.050

(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

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

(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

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

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

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

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

Hap (Robert) Sneddon FCSI

(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

There are other areas of technology that he would prefer, but if you own it, Hold.

2007-05-08

HOLD

40.450

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

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

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

(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

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

Jonathen Wellum, B. Comm, B. Sc

(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

They had a fantastic quarter. Relatively inexpensive. Have a lot of cash and continue to grow.

2006-08-17

PAST TOP PICK

31.670

(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

(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

TOP PICK

33.100

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

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

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

(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

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

Jonathen Wellum, B. Comm, B. Sc

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

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

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

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