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Strategies & Market Trends : Value Investing

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To: Grantcw who wrote (42695)	5/17/2011 9:51:32 PM
From: Jurgis Bekepuris	Read Replies (2) of 78673

HPQ - I bought more. I don't really know if I should skew my purchases to MSFT, INTC or DELL more. MSFT and arguably INTC have much bigger moats than HPQ and DELL, so perhaps I should concentrate on them. I wonder if there is a scenario where HPQ and DELL hugely outperform INTC and MSFT. I guess the only such scenario is where HPQ and DELL get a lot of money from services and infra buildout that don't benefit INTC and MSFT. Not clear if such scenario is very feasible. IMHO all of them are cheap. However, if we get a recession, all of them will tank. But then almost all other stocks will tank too. :)

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