Hi Ibexx,
For the 4 stocks that you mentioned: DELL, LU,
CSCO, and MSFT, correspondingly, each has a
price/book ratio of 49, 18, 14, and 19. I can
see why LU, CSCO, and MSFT have such high price/book
ratios. But it's very hard for me to see DELL
being at such a rich level. A couple of months
ago, Michael Dell sold 1/4 Billion dollars worth
of DELL, and he has just filed to sell another 4
million shares. A lot of insiders are dumping
DELL right now. Do you really think DELL can be
a long term stock? If you do, can you explain why?
Thank you.
As for CSCO, LU, and MSFT, I like them as much
as you do.
Regards,
Khan |
