Q: How much is Dell's quarterly report going to be a brake on the stock for the foreseeable future? Will it last until another quarterly report shows rising margins for servers?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: A bit of a rough day for VRT. Is this related to Dell earnings?
-
Alphabet Inc. (GOOG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Advanced Micro Devices Inc. (AMD)
-
Super Micro Computer Inc. (SMCI)
-
Dell Technologies Inc. Class C (DELL)
-
Vertiv Holdings LLC Class A (VRT)
Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.
I already own MSFT and GOOG.
-
NVIDIA Corporation (NVDA)
-
Arista Networks Inc. (ANET)
-
Super Micro Computer Inc. (SMCI)
-
Dell Technologies Inc. Class C (DELL)
-
Vertiv Holdings LLC Class A (VRT)
Q: Hi
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?
Thanks, Len
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?
Thanks, Len
-
Micron Technology Inc. (MU)
-
Pure Storage Inc. Class A (PSTG)
-
Super Micro Computer Inc. (SMCI)
-
Dell Technologies Inc. Class C (DELL)
-
Vertiv Holdings LLC Class A (VRT)
Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?
Q: My question is about the special/unique/dynamic etc CEOs Michael Dell and Ryan Cohen. What is your estimation of each in respect to both DELL and GME. Different trajectories and challenges but curious on your insights about their management and decisions in the last couple of years etc thanks.
Q: Dell was up 30% today. But I read the PE as only 16. Of course, that was likely before the raise. Would you buy into it now as a relatively solid, stable, but growing tech company?
-
Hewlett Packard Enterprise Company (HPE)
-
Super Micro Computer Inc. (SMCI)
-
Dell Technologies Inc. Class C (DELL)
-
Vertiv Holdings LLC Class A (VRT)
Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks
Thanks
Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.
-
Qorvo Inc. (QRVO)
-
International Business Machines Corporation (IBM)
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Open Text Corporation (OTEX)
-
Lumentum Holdings Inc. (LITE)
-
Kulicke and Soffa Industries Inc. (KLIC)
-
MKS Instruments Inc. (MKSI)
-
Dropbox Inc (DBX)
-
Science Applications International Corporation (SAIC)
-
VMware Inc. Class A (VMW)
-
Dell Technologies Inc. Class C (DELL)
-
Gartner Inc. (IT)
-
ZoomInfo Technologies Inc. (ZI)
-
Ziff Davis Inc. (ZD)
Q: Hi Research Team
I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal
I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal
Q: We have held DELL since 2016, now just under 1% of portfolio. They plan to spin off VMWare and sell BOOMI by the end of this year. Is this a good time to add or just hold?
Q: Hello, what do you think of Dell Technologies as a long term investment in the computer business? I am a bit confused here, I thought it was a private company but it now trades on the NYSE. Is it the same computer company as before or something different? Thanks, Gervais