HPQ: Feel free to use me as a contrary indicator: I'm taking my losses on this one and have closed my position today. I'm not sure what business HPQ is going to excel at going forward or where the earnings might be coming from. As far as technology, there seem to be so many new products -- os, tablets, computers, phones -- coming out for Christmas season, that I don't see where HPQ is going to shine. I claim no expertise in the technology arena though. Maybe that's a reason I shouldn't be in this stock... or any of the others.
In any case, this is what I'm also doing now (subject to reversal if/as I change my mind): reducing MSFT position, adding to GOOG. I continue to hold APPL; and Samsung through an etf. (Also holding many component suppliers, e.g. INTC, QCOM)
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Looking at GOOG's new chromebook (mentioned by Clownbuck in a previous post), I find it appeals to my non-technical mind. Apparently this $250 chromebook is the biggest seller in its category at Amazon, based on preorders. I may purchase.
zdnet.com |
