Down today because of the Ex Dividend day today...people played the Dividend...Always happen to many stocks. KMI, etc. It will come back UP higher soon...30's again...
s
They had some interesting insights about HPQ on (http://Rightpicker.com). Definitely made me think twice about the company.
W
I have a reciprocating hedge strategy with Intel and HP. I don't care what you all think of Intel or HP, I have them both as undervalued using my dfcf analysis. The extent that Intel is undervalued depends on the chip shortage continuing. The extent that HP is undervalued depends on chip supplies being restored. In the end, both should rise given the margin of safety for each of them, but I will be able to capitalize regardless of the chip supply in the future.
S
Third quarter GAAP diluted net earnings per share ("EPS") of $0.92, above the previously provided outlook of $0.77 to $0.81 per share
Third quarter non-GAAP diluted net EPS of $1.00, above the previously provided outlook of $0.81 to $0.85 per share
Third quarter net revenue of $15.3 billion, up 7.0% from the prior-year period
Third quarter net cash provided by operating activities of $1.1 billion, free cash flow of $1.0 billion
Third quarter returned $1.7 billion to shareholders in the form of share repurchases and dividends
D
Clarification on prior post. It was HPE & HPQ vs. Oracle as it arose before they split into to companies. However they have agreed to split any proceeds received 50/50. While this lawsuit has gone on for a long time, the end is certainly much closer than the beginning. I am hopeful that the two sides will either settle very shortly or ( as I am a stockholder of HPE) the Calif Supreme Court declines to hear the case within the next 30 days which, based on my readings , is entirely possible. In my opinion the Calif Supreme Court even taking the case and Oracle winning is the least likely scenario - based on all my reading plus the SEC filings of both HPE and Oracle. My guess is that #1 they settle within the next 30 days and both HPE & HPQ get a lot of money. #2. The Supreme Court declines to hear the appeal from Oracle. Automatically HPE & HPQ get even more money. # 3 ( my least likely possibility) The Supreme Court agrees to take the appeal and it takes 1.5 years to reach a new decision. So an additional $500 million in accrued interest later, either HPE & HPQ split over $5 billion or Oracle wins and HPE & HPQ get nothing. So HPE & HPQ have a couple ways to win Big money and Oracle has one. So far HPE & HPQ have been winning.
D
Folks, hopefully any day we are going to here that Oracle has settled their lawsuit with HPE&HPE to the toon of a couple Billion Each. A lawsuit against Oracle was filed around 10 years ago and Oracle lost the Jury trial, was denied their petition for a new trial and on June 14, 2021 lost their appeal to the Calif Court of Appeals in a unanimous decision. In July they appealed to the Calif Supreme Court. which chooses which cases they agree to review and usually only accept a small fraction of such requests. The tab now is about $4.6 Billion and interest is $1 million a day per SEC filings by HPE. So, Oracle has incentive to settle to stop the interest costs and before the Calif Supreme Court makes a decision to take the case or not. Even if they take the case it could be 1-2 years before they reach a verdict which could add another $500 million to the award if the lose. Of course, if the court says they will not take up the appeal, things are even worse for Oracle than they are today. The court may rule in the next 30 days. Or they may settle at any time depending on how much HPQ &HPE are willing to reduce the amount. Given their winning streak, they are in an excellent position.
B
HPQ may be a value trap. It's been in decline since the early 2000's. Rumors of joining up with Xerox would only make sense from the perspective of reducing the headcount of redundant areas in the 10's of thousands to reduce the operating costs relatively speaking.
Printing may have been boosted temporarily because of the home office boom, but hardware is and always has been a cutthroat business with little margin on the PC side. Apple's HW margins are another story.
Don't get your hopes up long term for HPQ. For some history, read up on the rise and fall of the Boise site. I used to work there in another work life and left after the Compaq acquisition. It's all been about layoffs, cost cutting, mergers and acquisitions for 20 years now.
m
pe 8.91, isn't it undervalued or what?
I
Pretty much one of the few undervalued companies in tech, it even pays a dividend… and people getting out because wait, it can’t meet demand? Lol
J
Looks like HPQ might be due for a nice break out. I'm seeing a lot of Bullish patterns. I sure hope they're accurate!
W
With staking becoming the new norm in cryptos, chip shortages will clear up faster than predicted. However, accounts payable is massive, so there is a big backorder of them that will take a while. It won't be until sometime mid 2022. This is one of the companies I feel at ease owning for a long time.
g
just placed an order for another 100 shares @ 27.55. The market is overreacting. The chip shortage will eventually go away.
s
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B
Strong company that may sell at a nice discount tomorrow based on supply issues. Nice time to pick up shares for a long hold.
J
Buy the dip. Demand is bottled up. Chip shortage will be a thing of the past in time.
L
The global 3D printing market size was valued at USD 13.78 billion in 2020 and is expected to expand at a compound annual growth rate (CAGR) of 21.0% from 2021 to 2028. Globally, 2.1 million units of 3D printers were shipped in 2020 and the shipments are expected to reach 15.3 million units by 2028. The aggressive R&D in three-dimensional printing (3DP) and the growing demand for prototyping applications from various industry verticals, particularly healthcare, automotive, and aerospace and defense, are expected to drive market growth.
R
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C
Reason prevails as HPQ is bouncing back quickly. The chip shortage will pass, and HPQ will be able to meet demand when it does. In the meantime, pricing power will keep profits up.
W
Even though they beat by 10%, this stock could still trade down. Be careful, folks.
The extent that Intel is undervalued depends on the chip shortage continuing. The extent that HP is undervalued depends on chip supplies being restored. In the end, both should rise given the margin of safety for each of them, but I will be able to capitalize regardless of the chip supply in the future.
Third quarter non-GAAP diluted net EPS of $1.00, above the previously provided outlook of $0.81 to $0.85 per share
Third quarter net revenue of $15.3 billion, up 7.0% from the prior-year period
Third quarter net cash provided by operating activities of $1.1 billion, free cash flow of $1.0 billion
Third quarter returned $1.7 billion to shareholders in the form of share repurchases and dividends
Printing may have been boosted temporarily because of the home office boom, but hardware is and always has been a cutthroat business with little margin on the PC side. Apple's HW margins are another story.
Don't get your hopes up long term for HPQ. For some history, read up on the rise and fall of the Boise site. I used to work there in another work life and left after the Compaq acquisition. It's all been about layoffs, cost cutting, mergers and acquisitions for 20 years now.