stefan...re: dell fundamentals and s&p "average" pe....
you seem sincere, but your naivete shines through...you cite fundamentals...dell has not so shabby of a balance sheet...and has more than above average growth...consider the s+p 500 that you refer to...list 10 companies....large cap of course...that have better continuous growth than dell.....significant earnings growth has been occuring in dell...unless you can show a hard and fast fundamental change in dell or the markets it serves, which can be viewed as a tangible,avoiding the usual esoteric comments...then and only then, will those who closely follow dell and its historic growth, concede to consideration of your postings...
try to avoid the "psuedo contrarian" errors in judgement that you demonstrate...don't fight the tape...for it is the market that determines the valuation that it will place on dell...the s+p average pe of 30, is an average...some higher some lower...so it means not much...
you speak of buying a lottery ticket...not worth the dollar you paid for it after it becomes a loser...this is the very same thing you did in buying dell may 70 puts, and haranguing or challenging people on the thread to be on the opposite side of the transaction...your lottery ticket is worth one third of what you paid for it...are you still holding...perhaps until worthless....
if you want to prosper in any issue...dell, intc, msft, ibm, ge, gm,ko..whatever...stay on the correct side of the long term trade...it has yet to fail......sincerest wishes and enlightenment...ed a. |
