Helix Investment Research
Long only, special situations, contrarian, growth

Buy Xerox: An Undervalued And Underappreciated Capital Deployment Opportunity

Most of our portfolio's technology stocks are those housed in what many consider to be high-growth industries. Companies such as VMware (NYSE:VMW), Palo Alto Networks (NYSE:PANW), and F5 Networks (NASDAQ:FFIV) dominate our portfolio. However, there is a place for older, more traditional technology companies, such as IBM (NYSE:IBM) and Cisco Systems (NASDAQ:CSCO). And in this article, we would like to highlight the opportunity that shares of just such a technology company are presenting to investors. For many, Xerox (NYSE:XRX) is a technological relic of a bygone era, a company whose products and offerings are no longer relevant. At first glance, the company's share price would seem to confirm...

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