• David Jackson
    Is $HPQ a deeply contrarian Buy right now, or a falling knife?
    11/20/12
    Reply (24)
    • realornot: I made several warnings not to play long with HPQ. It is a toxic management. They need to flush out all the skeletons in the closet!
      11/20/12
    • Energysystems: Falling knife. imo one that will be exacerbated by board/CEO. Whitman was not the person for the job.
      11/20/12
    • J. A. Saglimbeni: I would not want to own mismanaged companies...HPQ is such a company..no growth in earnings, terrible margins, big debt...why even look...
      11/20/12
    • realornot: Whitman has no idea how to deal with all the skeletons hidden in the closet. I dealt with them long ago & got nothing but problems.
      11/20/12
    • smokeyRose: A very SHARP Falling knife!
      11/20/12
    • SA Editor Samir Patel: Depends on the timeframe. They do have serious problems, but the sell-off has been overdone, IMO. There's no telling where or when it hits
      11/20/12
    • SA Editor Samir Patel: bottom, but for investors with longer timeframes, I think it's a deep value buy. They're cash-flow positive, not collapsing.
      11/20/12
    • Ian Agar: I agree with Mr. Samir Patel. I feel it has probably hit a bottom, and if an investor has a long view point (over years), then buy!
      11/20/12
    • weed: What do you call a knife that's already fallen and landed in the sewer?
      11/20/12
    • Sunil Shah: these clowns deserve to die. Who wants to do computing on a phone? They almost compel you to! MSFT obliged to enter hardware re surface.
      11/20/12
    • Sunil Shah: The entire PC chain (incl HDD's) is suffering cos $HPQ and $dell are sleeping. Where are their tablets? Their ereaders? wakey wakey ....
      11/20/12
    • Maria Auziliadora: Too risky to invest in this one
      11/20/12
    • David Jackson: Has anyone done a free cash flow forecast for $HPQ?
      11/20/12
    • J Mintzmyer: I think HPQ as a buy at these prices isn't even "deeply contrarian." Contrarian was picking up HPQ 6 months or more ago. The autonomy write
      11/20/12
    • J Mintzmyer: -down is bad, but it's really just a paper loss. Leo Apotheker already did the damage. I think HPQ is cheap below $20.
      11/20/12
    • J Mintzmyer: Keep in mind we are trading below 4x next years earnings.
      11/20/12
    • David Jackson: Just saw this, worth reading if you haven't already: http://seekingalpha.com/a/lw5d
      11/20/12
    • The_Hammer: the analyst in the cc asked the cfo for guidance throwing out his estimate $5 bil estimate of fcf for 2013 and fcf was $7.5 bil in 2012.
      11/20/12
    • The_Hammer: capitulation of bottom feeders in progress. does share price drift into single digits. $5.8 bil in net debt .
      11/20/12
    • Amir Houriani: HP is too expensive for a takeover. They need to restructure. I'm looking into buying it, but once its technicals improves
      11/20/12
    • Albert Alfonso: you cannot trust the numbers at $HPQ
      11/20/12
    • tbates757: With so many great companies out there, why throw money at this dumpster dog? Look at YHOO BBY or JCP instead
      11/20/12
    • Modernist: "Not in my wildest dreams would I have guessed that HP would spend a third of a Coca Cola on advertising." http://bit.ly/S6ghiG
      11/25/12
    • vinyal: tbates the ones you suggested are equally bad if not worse
      11/26/12
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