| 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 | |
| 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 | 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 | |
| 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 | |
| TOP PICK | 23.080 | Barbara Marcin | | 2004-04-02 | |
| TOP PICK | 41.200 | Ray Steele | Seem to be focusing more on the server market. Have been taking a lot of costs other system after their Compaq merger. | 2003-12-31 | |
| BUY | 21.000 | Stephane Rochon | Could be an interesting value play. One of the few tech stocks that are reasonably valued. Trading at 15 X next year's earnings. Their service industry is growing and is profitable. Facing competition from Dell. If it gets mid-to high $20's, sell. | 2003-10-27 | |
| HOLD | 19.830 | Larry Berman CFA, CMT, CTA | Graph shows a decent long-term trend. Seems to be losing some momentum. Starting into a consolidation phase. Could be some modest pullbacks. | 2003-09-15 | |
| TOP PICK | 19.800 | Ray Steele | Dropped 10% today so using it as a contrarian play.Probably a small problem regarding integration with their acquisition of Compaq.Thinks that the replacement of outdated PCs is ready to take off. | 2003-08-20 | |
| BUY | 22.030 | Robert McWhirter | Ranks in the top 15% in their database model. Earnings estimates are up. | 2003-06-06 | |
| WEAK BUY | 17.940 | Jeff Morrison | Not a great growth stock. The Compaq merger seems to be working well. | 2002-12-27 | |
| PAST TOP PICK | 13.500 | Ray Steele | (Was a top pick on Sept 5. No change.) Stil likes. They are doing some cost cutting. | 2002-10-15 | |
| TOP PICK | 12.850 | Ray Steele | Some signs of pickup on desktop/laptop sales. Expects a lot of cost savings because of their recent merger with Compaq. | 2002-09-05 | |
| TOP PICK | 14.510 | Ray Steele | Thinks small computer sales is picking up. The acquisition of Compaq was good. | 2002-08-20 | |
| BUY | 18.970 | Ray Steele | Expects great cost savings over the Compaq merger. | 2002-06-04 | |
Experts that have talked about Hewlett-Packard Co
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