JP,
Good morning!
IMO, all companies, including DELL are striving to grow revenues and earnings! I can't imagine a company CEO saying to his staff, "How can we decrease earnings this quarter?" - You're otta' here! Even though DELL is currently doing well, they are continuing to try and get better.
As for INTC, CPQ, WDC, MU, ORCL and any others you want to add to the list and the 'trend' theory. Of course, you are correct, this is a TREND! The whole market is a 'trend'! Evolution is a 'trend'! History 'reports' what the 'trend' was in the past - hence 'history'! I cannot, with any certainty, predict what is going to happen based on what I am seeing. Of course I can speak in generalities, the 'market' will go 'up/down/sideways', the stock that I hold will 'follow/oppose/not respond' with the market. Currently the 'historical' data on DELL is MOST IMPRESIVE, and after investigating the information that I have available to me, and listening to both positions (BEAR/BULL) presented here, I have decided that, personally - at this time in 'history' -, DELL seems to be an OK investment. As an investor, I feel free to leave at any time. I did leave for a while and missed a $25K opportunity, but that was my fault!
What do you think would be necessary to reverse the trend? How much of this 'trend' turns out to be 'cyclic'?
We are getting new index highs pretty regularly. Is this a 'trend'? If it is a 'trend' is it 'up/down/sideways'? If your DJ9400 is achieved this May, is that a 'trend' or a peak. If it is a peak, what is your DJ10000 by years end? 'trend' or 'peak'?
Regards,
Ken |
