Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: edamo who wrote (112284)	3/25/1999 2:39:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Edamo, I think this is a big analytical mistake: .but have no outstanding margin debt...major difference!!!! In internal financial analysis it is customary to view an investment in plant or equipment as if it were a cash transaction, because to do otherwise would confuse the financing decision with the operating decision. Only after the investment decision is made do I deal with the issue of financing. In my opinion, that approach should be applied here as well. So for an apples and apples comparison you should assume a cash secured put vs. a cash purchase of the stock. Otherwise you begin to fool yourself with the effect of leverage. I have no doubt that your approach has been wildly successful. After all, you have been investing in one of the greatest companies of the 20th century in probably the greatest market in history. That describes the reward, but not the risk. TTFN, CTC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next