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Value Investor Richard Pzena Discusses HP and Oracle
Posted by: Canadian Value (IP Logged)
Date: December 19, 2013 05:10PM
Richard Pzena thinks that at the current 7 times earnings Hewlett Packard (HPQ) represents pretty compelling value.
It isn't the completely irrational 3.5 times earnings of a year ago, but HP is still attractive.
Pzena thinks that the personal PC market is weak, but that isn't what drives the boat for HP earnings anyway and that investors need to take a harder look at the stabilization that is happening with the other business lines.
In the second video Pzena explains why he is still bullish on the financial sector.
Guru Discussed: Richard Pzena: Current Portfolio, Stock Picks
Stocks Discussed: HP, ORCL,