• SA Editor Samir Patel
    $HPQ at ~$12 in November was one of the best buys I've made in a while.
    3/22/13
    Reply (5)
    • SA Editor Samir Patel: Yeah, I tend not to pay too much attention to that kind of stuff. I'd bought a few shares earlier at $16-$17, but not too many b/c I was
      3/22/13
    • SA Editor Samir Patel: not completely convinced on the turnaround. At $12-13 though, the valuation was just absurd - P/E, FCF, however you looked at it.
      3/22/13
    • SA Editor Samir Patel: I reduced my position by roughly half (give or take 10%?) in the $20-$22 range recently, but planning to hold the rest. Still more upside.
      3/22/13
    • SA Editor Samir Patel: I do like Whitman. What impressed me was her honesty - maintaining that this is not easy, it's a 4-5 year thing, etc.
      3/22/13
    • David Klein: same here, unfortunately I also bought before the shock of Autonomy & other ill-advised PR. My ave is 25 so not to much pain at this point.
      3/22/13