Dell, Inc. (NASDAQ:DELL)
From desktops to the infrastructure that connects them, Dell delivers technology products for consumers and businesses.
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Recs
rosario73
(< 20)
Submitted: 11/10/2008 4:28:52 PM :
Start Price:
$11.59
DELL Score:
+41.67
hello do you add pitch 10
Recs
RunFin
(40.65)
Submitted: 11/4/2008 1:07:30 AM :
Start Price:
$12.95
DELL Score:
-40.86
Good company, oversold
Recs
BriNetTX
(< 20)
Submitted: 11/3/2008 10:00:59 PM :
Start Price:
$12.95
DELL Score:
-40.86
A year ago and I would be picking to underperform but this stock has horns, deep in the heart of TX. Solid management, good fundamentals, all at a decent price. Plenty of room for growth in the long term.
Recs
benthehen95
(77.71)
Submitted: 10/30/2008 5:45:22 PM :
Start Price:
$12.32
DELL Score:
-41.26
retail pickup in holiday- dire forecasts over-rated especially for consumer electronics
Recs
Hyoo
(< 20)
Submitted: 10/24/2008 8:11:56 AM :
Start Price:
$10.74
DELL Score:
+44.96
Hardware's a deal dog - razor thin margins and too many competitors. Only hardware company worth anything is Apple, because they make a unique box.
Recs
MViscio1
(99.61)
Submitted: 10/23/2008 12:01:59 PM :
Start Price:
$12.11
DELL Score:
-46.78
GREAT COMPUTERS
Recs
FireWatch
(< 20)
Submitted: 10/19/2008 12:15:48 AM :
Start Price:
$13.29
DELL Score:
+48.25
Dell has the worse costumer servise.
Recs
wilsorc
(35.47)
Submitted: 10/17/2008 12:07:39 PM :
Start Price:
$13.16
DELL Score:
-48.18
Dell is trading at rock bottom prices. Being a strong company, I feel it will icrease in value in the next few months.
Recs
porkychop
(64.19)
Submitted: 10/16/2008 11:46:32 AM :
Start Price:
$12.69
DELL Score:
-54.98
people will want quality at a good price
Recs
xserver
(98.83)
Submitted: 10/13/2008 10:11:41 PM :
Start Price:
$13.91
DELL Score:
-46.48
Oversold, I think. Then again, I didn't do any research, so what do I know?
Recs
aqcrew21
(< 20)
Submitted: 10/13/2008 9:55:44 PM :
Start Price:
$15.69
DELL Score:
-50.02
Just wait till the tax refund checks start rolling in which are going to be bigger this year and also businesses should do good this year at tax time.. Dell all the way, I love them sure tech support can be a pain but as long as you cooperate with the trouble shooting steps you could expect to see someone the next day. What people fail to realize is if something happens during the troubleshooting process your covered...!! So just cooperate and it will be a shorter phone call.
Recs
wertherdog
(69.24)
Submitted: 10/13/2008 6:06:32 PM :
Start Price:
$15.69
DELL Score:
+50.02
Shrinking margins in a bad economy, does everyone really NEED a new computer? Federal sales will also likely be tight in the coming year.
Recs
danapu2000
(30.00)
Submitted: 10/10/2008 3:22:25 PM :
Start Price:
$13.14
DELL Score:
-55.71
world economic problem, now is the right time to buy winner
Recs
videogamestocks
(25.71)
Submitted: 10/7/2008 4:56:41 PM :
Start Price:
$13.37
DELL Score:
+46.01
The PC is dead. Or at least PC gaming is mostly dead. Call it a technological recession. I would not expect a new popular computer game to come out for a long long time. 4 years from now economists will say... gee video games were one of the underlying foundations of the PC industry, aside from porn. I'm not saying they're going to go bankrupt, but they are going to underperform the s&p for a long time, the stock price might even recover significantly, but only if the entire market does as well.
Recs
randydeanw
(37.04)
Submitted: 10/4/2008 1:23:13 PM :
Start Price:
$14.88
DELL Score:
-42.75
Recession will make move to cheaper PC's
Recs
Buffetting
(83.69)
Submitted: 10/4/2008 10:55:58 AM :
Start Price:
$14.88
DELL Score:
-42.75
What a great time to pick up DELL. Here's my take:
1. Liquidity: They can pay off their LONG TERM DEBT in less than 2 months based on earnings.
2. Share buybacks: In the last 10 years, they have repurchased 400000000 shares. They still have alot outstanding, but buy-backs are good :)
3. Average ROE for the last 10 years: 51% **This is amazing**
4. Average ROC for the last 10 years: 19% **This is excellent**
5. Not so relevant for this company, but ROA for the last 10 years is 13%, very good.
6. Mainly rising EPS in the last 10 years. Dropped 2001-2002 (understandable) ... also dipped 2007 but bounced back in 2008
7. Based on my estimates ... this stock will do anything between 2* and 8* based on current price ($15) over the next 10 years. Even if it's 2*, i'd take it.
RISKS:
1. Short-term risk: worldwide recession. Less people to buy computers. This could be countered by some fancy new product lines such as their "Hybrids" (will appeal to the 'less cables' and other people who dont want a computer bulking out living space) and "Slim" desktops. Recession may be a factor over the next 12 months or so and this stock could dip further (making it more attractive long term)
2. Part of their durable competitive advantage is massive sales on slim margins with excellent service. Competition may start to rise up out of developing markets
3 More concerning long-term is their change in sales model from direct sales to channels. I'd like to think this was done to increase sales instead of save some cost ... I'd really ... like ... to think ...
Number 3 of the risks is the most concerning. I still like the numbers and the PE/stock price (current in the $15 region) is good for Dell. Going long.
Recs
dcamsterdam
(80.88)
Submitted: 10/1/2008 2:10:52 PM :
Start Price:
$16.36
DELL Score:
-40.66
Lots of room for growth, they are starting to "get it".
Recs
kubilus1
(77.56)
Submitted: 10/1/2008 10:48:25 AM :
Start Price:
$16.21
DELL Score:
-41.80
Dell isn't only about consumer hardware. Their server business is huge and is likely to weather times of low consumer demand.
Recs
istilldontcare
(95.11)
Submitted: 9/29/2008 4:21:35 PM :
Start Price:
$15.73
DELL Score:
-39.94
Two Star Stock, P/E Ratio 12.50, performing well below SPY nearing 52 week low on a market down day of 500+. 52 week range 15.73-30.77. Close rating when it reaches 28.00
Recs
seadragons
(77.79)
Submitted: 9/28/2008 9:01:12 PM :
Start Price:
$16.69
DELL Score:
+39.06
Dell has no sustainable competitive advantage.
http://jadedconsumer.blogspot.com/2008/08/dell-wheres-competitive-advantage.html
Dell's supply-chain management may be good, but companies like NOK and AAPL have surpassed it.
Dell's brand-recognition may be good, but Lenovo and Acer have better growth and HP is competing fiercely to eat its lunch.
Dell's direct-sales model used to offer an edge by eliminating middlemen, but EVERYONE has a direct-sales online store now. Likewise, EVERYONE offers customization, so that's not a distinguishing feature or a relative advantage any more; customization, which once was Dell's strength, is now being reduced for cost reasons.
Dell, under the returned management of Michael Dell might be able to stave off competition to avoid destruction. However, as a commodity supplier in a highly-competitive market with numerous competitors that enjoy various advantages in areas like production cost (Lenovo and Acer), services revenues (HPQ), and vendor-supplied software (HPQ and AAPL), DELL isn't likely to provide superior returns.
Expanding sales by adding middlemen (resellers) may be needed to keep Dell a unit volume leader, but will not help Dell's margins. If successful, the move's main competition may be Dell's own higher-margin online stores.
Dell will have its hands full staying relevant, much less beating the broader market of competitive industries.
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