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HPQ
Hewlett-Packard Co. - NYSE

4/23/2014, 3:41 PM ET
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Other Articles
  • Hewlett-Packard: Gaining Strength With The Market
    Alpha Strategist Today, 3:10 PM 1 Comment

    Summary

    • Decline in revenues is primarily because of the shrinking PC market that has decreased with the advent of tablets and internet supportive smart devices.
    • Shipments in EMEA totaled 22.9 million units in the first quarter of 2014, indicating a 0.3% rise after posting plummeting growth for the past eight quarters.
    • Analysts predict that the 3D printing market is expected to realize an annual growth rate of 30% p.a. in the coming years.
  • Hewlett-Packard Gets A $40 Price Target, Tablets Will Help Achieve This
    Alcaraz Research Mon, Apr. 21 2 Comments

    Summary

    • Deutsche Bank Initiates a Buy rating for HPQ. Gives it a price target of $40, advocating a 25% upside.
    • Hewlett-Packard’s low trailing and forward P/E ratios hints of underpricing and Deutsche Bank’s Buy recommendation should be heeded by bargain hunters.
    • Hewlett-Packard’s global distribution network and brand name recognition should help it make a profitable run in tablets.
  • Hewlett-Packard: How Much Do You Spend On Cartridges?
    Bram de Haas Mon, Apr. 14 21 Comments

    Summary

    • The printer/ink business model generates high operating margins.
    • The printer division is a division with healthy growth ahead.
    • The printer division and cash per share add up to ~$30 a share.
  • A Bit Of Rot Beneath Hewlett Packard's Shiny Surface
    Don Dion Fri, Apr. 11 14 Comments

    Summary

    • Recently, HPQ announced a settlement of $108 million for charges brought by the SEC on bribery of foreign governments to obtain contracts for their computer products.
    • The company’s general counsel assured prosecutors that the wrongdoing was performed by a small group of people, who are no longer with the company.
    • Investors should monitor HPQ more carefully following this corruption; however, given HPQ’s strong fundamentals, should wait to take profits unless further misdeeds are revealed.
  • Hewlett-Packard: Does The Stock Really Have A 20% Upward Potential?
    Gemstone Equity Research Thu, Apr. 10 6 Comments

    Summary

    • Barron's published a bullish statement regarding Hewlett-Packard recently claiming the stock will see a 20% upward movement in one year.
    • Hewlett-Packard, under the command of its new CEO, has turned its focus towards more lucrative markets such as 3D printing.
    • Free Windows 8 licenses offered by Microsoft will enable Hewlett-Packard to enjoy margin expansion.
    • According to my projections, Hewlett-Packard does not seem to have a 20% upward price potential. Nevertheless, it is a good investment.
  • Hewlett-Packard Has Upside But Barron's Is Too Optimistic

    Summary

    • Barron's recently published a bullish story on Hewlett-Packard claiming the stock has a 20% upside in a year.
    • Despite steady cash flows, HPQ has had declines in revenue.
    • The stock has the potential to rise substantially, but until revenue grows, it deserves to trade at a discount to peers.
  • Hewlett-Packard: Stronger Tablet And Phablet Sales Predicted, Price Target Hiked To $36
    Alcaraz Research Sat, Apr. 5 11 Comments

    Summary

    • Microsoft gives a big boost to Hewlett-Packard Windows 8 tablets. Free Windows 8 for 9-inch and below gadgets means HP’s Windows tablets can retail with lower price tags.
    • Hewlett-Packard has the distribution network to make it big in the tablet, phablet, and 2-in-1 hybrid notebook markets.
    • Hewlett-Packard can use the upcoming AMD Mullins tablet SoC to make affordable gaming tablets.
  • What Does 3-D Printing Hold For HP?
    Balanced Investing Thu, Apr. 3 6 Comments

    Summary

    • HP's first quarter results were better than last year’s operations. While sales remained relatively stable, bottom line improvement was attributed to one-time items which led to EPS growth of 17%.
    • The 3-D printing industry is on the rise. Manufacturers such as Nike are getting involved and it offers tremendous potential for the falling printing division of HP.
    • Expiring patents will allow easy transition into the 3-D printing market, along with the company’s expertise and distribution channel.
    • These factors will bring top line growth in the long term boosting overall profits.
  • Hewlett-Packard's Turnaround: The Devil's Advocate
    Lyskamm Financials Thu, Apr. 3 12 Comments

    Summary

    • Optimism currently surrounds HP, and the company is touted to have started a turnaround.
    • The latest earnings suggest the company is still mired in a realignment conundrum.
    • There is still plenty of downward motion before a real turnaround.
  • Jim Chanos Is Wrong - Hewlett-Packard Is A Great Long Bet
    Michael Blair Thu, Apr. 3 28 Comments

    Summary

    • Chanos panned HPQ on CNBC.
    • Part of Chanos' rap on HPQ was its use of factoring which Chanos says overstates Hewlett-Packard's cash flows.
    • The facts get in the way of that assertion and the Hewlett-Packard factoring program makes sense to me.
    • HPQ is a cheap stock with a solid outlook and should reward patient money.
  • The Healthy Progress Story Of Hewlett-Packard
    Mihir Mehta Mon, Mar. 31 1 Comment

    Summary

    • HP's turnaround journey is in the right direction as testified by its results over the past quarters. CEO Meg Whitman has executed well on the restructuring plan.
    • Though HP has been successful in generating gains from a battered PC market, it is still far away from building a strong presence in smart devices segment.
    • While there are opportunities in 3D printing and cloud solutions, HP also faces threats from Lenovo and Cisco in server and cloud segments respectively.
    • HP is a sure buy because of its fundamental and technical strength. A cheap valuation at this point in time provides a good entry point.
  • Why You Will Regret Missing The Hewlett-Packard Gravy Train
    Renu Singh Thu, Mar. 27 9 Comments

    Summary

    • Hewlett-Packard’s performance has gradually improved and the company’s strategies could take it higher.
    • HP’s introduction of new products and services should help the company sustain its momentum.
    • HP’s foray into the 3D printing market is yet another growth driver.
    • HP’s strong cash flow generation and cheap valuation make it a stock worth investing in.
  • HP: Reasons To Be Bullish
    Bottom Up Investing Tue, Mar. 25 2 Comments

    Summary

    • Post Autonomy write down, HP remains undervalued.
    • The solutions are competitive in the consumer and enterprise segments.
    • The technicals are bullish.
  • 3-D Printing Stocks Finally Face A Threat With Hewlett-Packard Entry
    Stone Fox Capital Sun, Mar. 23 30 Comments

    Summary

    • HPQ threatens to revolutionize the 3D printing industry.
    • Limited R&D budgets by sector leaders leave an opening for new entrants.
    • High flying 3D printing stocks can fall even further.
  • Hewlett-Packard: The Tablet Market Is Bigger Than 3-D Printing
    Alcaraz Research Fri, Mar. 21 16 Comments

    Summary

    • HPQ should focus more on tablets. Being the largest PC and printer vendor, HPQ has the distribution network to quickly grab market share from Apple, Asus, Lenovo, and Samsung.
    • HPQ can use its dominant presence in the enterprise market to push high-ASP tablets to its corporate customers. Lock-in product offerings or discounts should help HP-made tablets sell better.
    • HPQ can also be a force in low-ASP tablets by using cheap SoCs from AMD, Allwinner or MediaTek, instead of those from Intel or Qualcomm.
    • 3-D Printing is still in its messy, nascent stage. HPQ ought to buy or merge with the industry leaders, DDD or SSYS, to hasten wider acceptance of additive manufacturing.
    • 2-D Printing division is very lucrative, protecting is top priority.
  • Hewlett-Packard's New Dividend
    Tradevestor Thu, Mar. 20 8 Comments

    Summary

    • Can HPQ take Intel's position as one of the reliable dividend growth stocks in the technology space ?
    • Low payout ratio, strong free cash flow, and cash strength are positives.
    • Even with relatively flat earnings, there is plenty of room for dividend growth.
  • Where's The Turnaround At Hewlett-Packard?
    William T. Davis Wed, Mar. 19 21 Comments

    Summary

    • Under Meg Whitman, HP revenues have declined across the board.
    • $15 billion in acquisitions has produced nearly nothing.
    • HP is a smaller company today than it was four years ago.
  • 3 Terrific Reasons Why You Should Buy This Turnaround
    Mitu Anand Mon, Mar. 17 10 Comments

    Summary

    • After a terrific run in 2013, Hewlett-Packard is gearing up for 2014.
    • The company’s product-focused moves in the IT and cloud industry should drive growth.
    • New product offerings in the hardware and enterprise market should benefit Hewlett-Packard in the long run.
    • Hewlett-Packard’s foray into the 3D printing market can prove to be fruitful, as the company has enough cash to challenge the market leaders.
  • Hewlett-Packard Is No Longer A Turnaround
    Marshall Hargrave Mon, Mar. 17 4 Comments

    Summary

    • Despite being a turnaround story for the last few years, growth is in servers is the future driver.
    • Acquisitions in the cloud space can boost top line growth even more, while expanding margins.
    • With its strong cash flow capabilities and commitment to return 50% of free cash to shareholders supports a $34 price target.
HPQ vs. ETF Alternatives
Company Description

Hewlett-Packard Company is a provider of products, technologies, software, solutions & services to individual consumers, small- and medium-sized businesses and large enterprises, including customers in the government, health and education sectors.