Frank Waddell

Why Smart Money Should Buy Dell

I have to agree. Any value investor, that has a lick of analytical skills, can see that there is tremendous value here. I only hope the share price stays low long enough to buy back a good portion of the outstanding shares, while maintaining a good cash cushion.

In case you haven't come across it yet, I would listen to Mason Hawkins' recent conference call for shareholders in its LongLeaf Partners Fund. He briefly mentions his reasons for his bullish stance on Dell, in which is his largest holding in the fund at near 10% of Fund assets.

Why Smart Money Should Buy Dell

I have to agree. Any value investor, that has a lick of analytical skills, can see that there is tremendous value here. I only hope the share price stays low long enough to buy back a good portion of the outstanding shares, while maintaining a good cash cushion.

In case you haven't come across it yet, I would listen to Mason Hawkins' recent conference call for shareholders in its LongLeaf Partners Fund. He briefly mentions his reasons for his bullish stance on Dell, in which is his largest holding in the fund at near 10% of Fund assets.