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Strategies & Market Trends : Value Investing

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To: Sergio H who wrote (48713)	7/11/2012 9:24:40 PM
From: Spekulatius	Read Replies (2) of 78666

Re HPQ - I the problem with HPQ is which metrics to use. It is cheap based on last years metrics and maybe on this years metrics but I have no confidence in next years estimates, hence my conclusion that HPQ is not a value stock ( for me)- it's a turnaround play, as far as I am concerned (maybe an OK one). I don't even think it's sure thing that HPQ is still around in 5 years. Reversal to the mean is a suckers bet in tech, imo. The tech field moves fast and it moves In the wrong direction for HPQ as I see it. The PC market is shrinking and I believe the market for home printing is going to shrink even faster going forward. There is value in HPQ small software and the enterprise service and hardware business, but the latter are underperforming their peers and are offset by substantial debt. HPQ is simply a case where I cannot put a value on the business, others may feel different, that is what makes a market.

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