Farmer in the Dell
Dell (DELL) is the technology baby being thrown with the bath water. How else do you explain the company trading for less than 7x and sitting on 25% of its market cap in net cash? Here's how: people still look at Dell as a computer company. And that incorrect assumption creates a bargain opportunity for investors today.
Dell's PC business is declining, and that trend is likely to continue. For that reason, the company continues to focus on and invest in its enterprise software solutions business. Dell is positioning itself to rely more on its higher-margin service business vs. its traditional PC hardware business....331 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.
Already a Subscriber? Please login.