+ Watch XRX
on My Watchlist
Not just copiers, Xerox markets and supports document management systems, supplies, and services around the world.
FCF is fantastic, good management of debt, improving service revenues. Price target $13 by the Summer.
Xerox (XRX) is re-inventing itself from a document and printer company to a document handling (processing) and service company. Dividend yield 2.24. Dividend per share growth 31+% (5 year). P/E trailing 10.84 versus Sector 19.9. Selling off non-core businesses that were associated with copiers/printers sector that became commodities. Keeping some high-value copier/printing specialities. Acquired Global Imaging solutions that supports managed print services for medium and small businesses. Most business is domestic. Has substantial room for growth in expanding document service management; and growth room internationally. One high cost item: XRX has to maintain large salesforce to establish, educate, and expand its product lines.
Weak fundamentals - declining revenue, limited scope for margin expansion means earnings will be flat at best. Services business, which is the reason to own the stock, is challenged by mix and execution issues.
Value, healthcare, services, direction. This companies coming back. Huge sell off on a 1% miss on margins!
Not doing enough research these days.
Xerox seems so old-school, so out-of-date compared to competitors, but this tidbit is making me reconsider them:The company is now "intricately tied to the growing health industry its services and software-as-a-service business is becoming. According to Xerox, it has processed $1.7 billion in federal incentives to health-care providers who use electronic health records out of a total of $15.9 billion paid out by the Center for Medicare & Medicaid Services. Xerox's state-level registry tools are becoming quite popular and, as the sole payment processor of Medicaid claims in California, Xerox looks like it'll clean up as the Patient Protection and Affordable Care Act, known also as Obamacare, is implemented."
I think Xerox has successuly reinvented itself. These last 4 years have been great. Their services are doing great and both EPS and FCF are expanding. This is an $18 stock short term IMO
Xerox looks very affordable right now at $8.80. Strong cash flows, respectable CROIC (would like a little higher), manageable debt, growing earnings and book value. Cash yield at almost 15% makes this cheap in my eyes.
Great article in seeking alpha by Arie Goren! Very cheap!
Xerox 's earnings increase estimate of over 31.8% for this year could indicate a new positive trend.
Xerox's PARC company has developed one of the most important advances for electronics with their micro 'chiplets' which can actually be printed. It will only be a matter of time before tech companies and 3D printing companies find ways to incorporate these chiplets into our phones, ipads, robots, toys, etc...
Providing document services for govt. will help turn around.
They first invented copiers when paper was in style. Now I can copy an entire book and have it emailed to myself. The hippies will be happy.
XBS working hard to redefine services and set a corporate strategy that leverages current strengths.
In for the long haul. The company will be able to innovate with the low debt and average cash on hand. See them as a key player in the next couple years.
Low costs and good management will carry xerox through. I am bullish on this stock.
good: The numbers: PE<10, steady div currently yielding 2.4%, expected earnings of $1.03 for 2012 (will be reporting the week of Jan 21, 2013). Fwd PE 6.4 Currently trading at a discount to book: (Price to book .73). Debt to Capital ratio is in line with Office Equipment & Services Industry norm. Double recommended by S&P when price was 21% higher, but....Institutions like to see continually climbing earnings. Xerox Corp's 2012 earnings are expected to be about 5 cents less than 2011. Mr. Market seems to be rejecting most stocks today and analysts say Hold, so this morning's $6.69 seems like a good time to buy stock in a company that provides goods, services, and solutions to businesses that will need the goods, services, and solutions to deal with "fiscal cliff" issues that are shaking the market.
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