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Strategies & Market Trends : Value Investing

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To: Elroy who wrote (74846)	10/8/2025 11:35:57 AM
From: E_K_S	Read Replies (1) of 78464

Re: Hewlett Packard Enterprise Comp (HPE) 26.17 +1.26 (+5.06%) Peeled off 5% of my initial Buy 6/2025 at $17.61 for a +48% ( 4 months) gain ! HPE now trading at an All Time High. Trading at a 15.8xPE and pays a 2% div. That JNPR acquisition has help them to grow and expand into AI Data Center services. FWIW Cisco Systems Inc (CSCO) 70.21 +1.22 (+1.77%) is their largest competitor and they are only +14% from their All Time High in 11/2000 The Dot.Com boom. CSCO's selling at 1 22x PE and pays a 2.36% div. I like HPE but needs to consolidate at these levels

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