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Strategies & Market Trends : Value Investing

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To: Brian Sullivan who wrote (46621)2/16/2012 1:42:37 AM
From: Jurgis Bekepuris1 Recommendation  Read Replies (1) of 78775
 
HPQ is not ridiculously cheap if you account for its debt. At the time when other tech companies have huge war chests, HPQ is sitting on 23B of net debt and I don't think this even includes Autonomy acquisition (I lost track of when/if this is still happening).

I'm also not sure if Meg is a solution to management problems either. We will see.

But overall, yes, HPQ, INTC, maybe. 20% lower would be better. ;)
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