Seeking Alpha
  • Alan Brochstein, CFA
    $HPQ is cheap, but not uniquely. $CSCO, for instance, trades at a similar EV/EBITDA. So do $TECD and $IM.$DELL is even cheaper
    9/9/12
    Reply (4)
    • David Jackson: Which do you like best of those stocks?
      9/11/12
    • Alan Brochstein, CFA: Hey, David. I like TECD and CSCO - both are in one or more of my models. If I had to pick one, it would be TECD
      9/11/12
    • David Jackson: Thanks Alan! Which of the stocks are least exposed to Europe, in terms of % of revenue?
      9/11/12
    • Alan Brochstein, CFA: IM of those I mentioned
      9/11/12