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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Lee who wrote (152360)1/27/2000 9:40:00 AM
From: GVTucker  Respond to of 176387
 
Lee, RE: How can there be credible upgrades or downgrades without first studying the 10k which doesn't get published until Feb. 10?

Actually, the 10-K won't be out until late April, if history is any guide. The 10-K must be issued within 90 days of the fiscal year end, and Dell traditionally takes most of this time.

More to the question, I personally don't like to make major portfolio adjustments without seeing the pertinent 10-K or 10-Q. Wall Street analysts, on the other hand, often don't even read those; usually that task is given to research associates. That's what generates a lot of opportunities, IMO.

Could these upgrades be viewed as a mechanism for large shareholders to get out at better prices? (jaded part - <g>)

I find it interesting that, you aside, most people on this thread think that analyst downgrades are merely tools for the 'big boys' (whoever they are) to buy the stock at cheap levels, whereas upgrades are actually honest opinions. It's refreshing to some extent that someone is actually consistent with their jaded opinions <g>.

Come to think of it, why aren't there any 'big girls'?

Seriously, though, I find that this 'jaded' view of Wall Street very rarely happens, and almost never happens when you're looking at the larger firms. There are a lot of questionable things that go on at Wall Street, but IMO this is not the place to look.