EMC Corp (NYSE:EMC)

s & p 5 star

The IT sector is undervalued right now. Earnings and profiatbility are good to justify higher valuation on quality stocks liike IBM, ORCL, EMC, MSFT, INTC,...

Big data is the way of the future. EMC is a market leader and well-diversified player in the Cloud.

I expect the next quarter to be slow for EMC, like Q1-2013. I do not expect the growth numbers that they posted last year. But lack of investment today by businesses in governments will lead to pent up demand in the near future. I think the future is bright for this sector and more specifically company.

EMC has a strong business, but is undervalued if you consider its share in VMWare. Now that it is near its 52-week low I think the company heads upwards.

lots of money in the coffers

With people ditching broadcast for online, hard drives for clouds and cable for fiber someone has to have a place for people to put all that data. Data Storage will be the worlds new filing system for 50 plus years if not forever.

Solid technology company that provides large storage that is heavily used for cloud computing. Analysis are favorable on the stock. In my experience working with them they provide professional high level service and cultivate long term business.

Eventually the market will come around and value this properly

Here's my recent blog summarizing the investment thesis for EMC Corporation and why I believe it will outperform the market going forward:

http://beta.fool.com/brewcrewfool/2013/03/03/the-intersection-of-cloud-and-big-data-and-investi/26130/

I like EMC under $24/share for the next 12 months.

Just the value of VM ware and its cash account for half the co value and it is in a very fast growing sector that it dominates

Since 2007, FCF per share has nearly doubled from $1.24 to $2.46; that's a five year CAGR of 19%. Borrowing Chuck Akre's observation that one's return on an investment should in theory approximate the rate at which it compounds owner earnings, EMC looks like a solid investment selling at an attractive price. Throw in the company's competitive position in cloud computing and big data and you get a solid long term pick.

Big Data & #1 in storage

Two major trends have been firmly established that will drive high-margin revenue to EMC: (1) Big Data, and (2) Cloud Computing. Both of these trends require exactly the categories of expertise and products in which EMC has a superior market position.

Insider + cloud computing

top hs TOS

data storage leader

Of-course the cloud.