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Strategies & Market Trends : Value Investing

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To: Dennis 3 who wrote (49334)9/9/2012 1:52:57 AM
From: Jurgis Bekepuris  Read Replies (2) of 78764
 
I have a small position in DELL (that is getting smaller every day ;)). I look at DELL and HPQ and they look reasonably cheap on P/S, but the earnings keep shrinking for DELL and disappearing for HPQ. Both have the same problems. DELL still has better balance sheet, but it may have weaker enterprise side than HPQ.

I can't convince myself to buy more of either yet.
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