DELL Stock Quote - Dell Inc Stock News, ResearchWarren Buffett Guru Investors

13.41 (1y: +12%)

Market Cap	23.67 B	P/E(ttm)	12.60
Enterprise Value	20.01 B	P/B	2.20

DELL- NAS (USA)
Dell Inc

Currently 3/5

Business Predictability Rank: 3-Star (On Watch)
Back Testing Results:
Average gain of all 3-Star stocks: 8.2% per year.
% of Stocks that are in still loss if held for 10yrs: 11%.
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Top Ranked Predictable Companies

$13.41

1 Severe Warning Sign 4 Medium Warning Signs 2 Good Signs

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Key Ratios

New Key Statistics Module, Z-Score and F-Score

Market Cap $M	23,672	Revenue $M	56,940	Net Margin (%)	4.2	Z-Score	2.9
Enterprise Value $M	20,015	EPS $	1.4	Operating Margin %	5.3	F-Score	5
P/E(ttm))	12.6	Cash Flow Per Share $	2.7	Pre-tax Margin (%)	5.0	Higher ROA y-y	Y
Price/Book	2.2	10-y EBITDA Growth Rate %	5.4	Quick Ratio	1.3	Cash flow > Earnings	Y
Price/Sales	0.4	5-y EBITDA Growth Rate %	10.3	Current Ratio	1.2	Lower Leverage y-y	Y
Price/Cash Flow	3.8	y-y EBITDA Growth Rate %	-25.0	ROA % (ttm)	5.0	Higher Current Ratio y-y	N
Dividend Yield %	1.8	Insider Buy (3m)	0	ROE % (ttm)	22.2	Less Shares Outstanding y-y	N
Payout Ratio %	22.5	Shares Outstanding M	1,747	ROI % (ttm)	21.0	Gross Margin Increase y-y	N

Gurus Latest Trades with DELL

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Select Gurus | Default List of Gurus | All Investors | Mutual Fund Gurus | Hedge Fund Gurus

Number of guru portfolios checked: 51.

Total Records: 150 Page:1 2 3 4 5 6 7 8

Ticker	Guru	Date	Action	Impact	Price Range (Average)*	Current Price	Change from Average	Comment	Current Shares
DELL	Carl Icahn	2013-03-31	Buy	0.59%	$10.14 - $14.51 ($13.32)	$ 13.41	1%	New holding, 7000000 sh.	7,000,000
DELL	Mario Gabelli	2013-03-31	Buy	0.2%	$10.14 - $14.51 ($13.32)	$ 13.41	1%	New holding, 2191410 sh.	2,191,410
DELL	PRIMECAP Management	2013-03-31	Reduce		$10.14 - $14.51 ($13.32)	$ 13.41	1%	Reduce -50%	200,000
DELL	Wallace Weitz	2013-03-31	Sold Out	-2.6%	$10.14 - $14.51 ($13.32)	$ 13.41	1%	Sold Out	0
DELL	Lou Simpson	2013-03-31	Sold Out	-2.2%	$10.14 - $14.51 ($13.32)	$ 13.41	1%	Sold Out	0
DELL	Ray Dalio	2013-03-31	Sold Out	-0.15%	$10.14 - $14.51 ($13.32)	$ 13.41	1%	Sold Out	0
DELL	Dodge & Cox	2013-03-31	Reduce	-0.11%	$10.14 - $14.51 ($13.32)	$ 13.41	1%	Reduce -32.5%	16,187,800
DELL	Tom Gayner	2013-03-31	Sold Out	-0.11%	$10.14 - $14.51 ($13.32)	$ 13.41	1%	Sold Out	0
DELL	Joel Greenblatt	2013-03-31	Reduce	-0.03%	$10.14 - $14.51 ($13.32)	$ 13.41	1%	Reduce -80.27%	13,791
DELL	Donald Yacktman	2012-12-31	Buy	0.91%	$8.86 - $10.67 ($9.77)	$ 13.41	37%	New holding, 14912159 sh.	14,912,159
DELL	Yacktman Fund	2012-12-31	Buy	0.9%	$8.86 - $10.67 ($9.77)	$ 13.41	37%	New holding, 6437000 sh.	6,437,000
DELL	Yacktman Focused Fund	2012-12-31	Buy	0.9%	$8.86 - $10.67 ($9.77)	$ 13.41	37%	New holding, 5700000 sh.	5,700,000
DELL	David Dreman	2012-12-31	Buy		$8.86 - $10.67 ($9.77)	$ 13.41	37%	New holding, 10779 sh.	10,779
DELL	Lou Simpson	2012-12-31	Reduce	-2.81%	$8.86 - $10.67 ($9.77)	$ 13.41	37%	Reduce -56.24%	2,604,689
DELL	Arnold Van Den Berg	2012-12-31	Sold Out	-2.4%	$8.86 - $10.67 ($9.77)	$ 13.41	37%	Sold Out	0
DELL	Joel Greenblatt	2012-12-31	Reduce	-0.5%	$8.86 - $10.67 ($9.77)	$ 13.41	37%	Reduce -91.7%	69,903
DELL	Michael Price	2012-12-31	Sold Out	-0.35%	$8.86 - $10.67 ($9.77)	$ 13.41	37%	Sold Out	0
DELL	Ray Dalio	2012-12-31	Reduce	-0.31%	$8.86 - $10.67 ($9.77)	$ 13.41	37%	Reduce -62.43%	1,429,805
DELL	Wallace Weitz	2012-09-30	Add	0.83%	$9.85 - $12.68 ($11.55)	$ 13.41	16%	Add 47.29%	5,684,252
DELL	Ray Dalio	2012-09-30	Add	0.2%	$9.85 - $12.68 ($11.55)	$ 13.41	16%	Add 66.37%	3,806,005
Real Time Picks are included for Premium Members only!!

*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Total Records: 150 Page:1 2 3 4 5 6 7 8

DELL is held by these Gurus:

Select Gurus | Default List of Gurus | All Investors | Mutual Fund Gurus | Hedge Fund Gurus

Ticker	Guru Name	Portfolio Date*	Current Shares	% of Shares Outstanding	% of Total Assets Managed	Change from Last Holdings
DELL	Mario Gabelli	2013-03-31	2,191,410	0.13	0.2	New Buy
DELL	Carl Icahn	2013-03-31	7,000,000	0.4	0.59	New Buy
DELL	David Dreman	2013-03-31	12,148	0	0	+12.7%
DELL	Yacktman Focused Fund	2013-03-31	5,700,000	0.33	1.12
DELL	Yacktman Fund	2013-03-31	6,437,000	0.37	1.09
DELL	Prem Watsa	2013-03-31	8,976,589	0.51	4.8
DELL	Donald Yacktman	2013-03-31	14,884,229	0.85	1.1	-0.19%
DELL	Mason Hawkins	2013-03-31	121,392,858	6.95	7.8	-1.57%
DELL	Dodge & Cox	2013-03-31	16,187,800	0.93	0.29	-32.5%
DELL	PRIMECAP Management	2013-03-31	200,000	0.01	0	-50%
DELL	Joel Greenblatt	2013-03-31	13,791	0	0.01	-80.27%
DELL	Wallace Weitz	2013-03-31	0	0	0	Sold Out
DELL	Tom Gayner	2013-03-31	0	0	0	Sold Out
DELL	Ray Dalio	2013-03-31	0	0	0	Sold Out
DELL	Lou Simpson	2013-03-31	0	0	0	Sold Out

Most recent portfolio changes are included for Premium Members only!

DELL: Insider Buys/Sells

Click Here for All Insider Trades.

Insider	Position	Date	Trades	Shares	Trade Price ($)	Change (%)	Details
Gladden Brian T	Senior Vice President	2012-12-03	Sell	25,000	$10.41	29.49	view
Gladden Brian T	Senior Vice President	2012-09-04	Sell	25,000	$10.56	27.65	view
Gladden Brian T	Senior Vice President	2012-08-03	Sell	68,750	$11.63	15.91	view
Quintos Karen H	Senior Vice President	2012-04-10	Sell	14,933	$16.46	-18.1	view
SCHUCKENBROCK STEPHEN FRANCIS	President	2012-03-15	Sell	952,480	$17.25	-21.86	view
SCHUCKENBROCK STEPHEN FRANCIS	President	2012-03-12	Sell	87,364	$17.25	-21.86	view
Sweet Thomas W	CAO	2012-03-09	Sell	40,000	$17.13	-21.31	view
Felice Stephen J	President	2012-03-07	Sell	413,526	$16.93	-20.38	view
Tu Lawrence	Senior Vice President	2012-03-06	Sell	347,093	$16.72	-19.38	view
Felice Stephen J	President	2012-03-05	Sell	1,889	$17.07	-21.03	view

Press Releases about DELL :

Educators Choose Dell Latitude 10 Tablets to Help... 07 Mar 2013
Dell Latitude 10 Enhanced Security Tablet Meets the... 25 Feb 2013
Morgan & Morgan Announces Investigation of Virgin Media 21 Feb 2013
New Dell Data Backup and Recovery Solution Offers Customers... 20 Feb 2013
Dell Reports Fourth Quarter, Full Fiscal Year Financial... 19 Feb 2013

Quarterly/Annual Reports about DELL:

10-Q - DELL INC (0000826083) (Filer): (10-Q) 03 Dec 2012
10-Q - DELL INC (0000826083) (Filer): (10-Q) 29 Aug 2012
10-Q - DELL INC (0000826083) (Filer): (10-Q) 31 May 2012
10-Q - DELL INC (0000826083) (Filer): (10-Q) 23 Nov 2011
10-Q - DELL INC (0000826083) (Filer): (10-Q) 25 Aug 2011

News about DELL:

Articles On GuruFocus.com

Are Donald Yacktman's New Buys Undervalued? Jun 12 2013

Carl Icahn and Southeastern Urge Investors to Reject Dell Buyout Offer Jun 07 2013

Mason Hawkins Comments on JCP, DELL, CHK in Shareholder Meeting Presentation May 31 2013

Mason Hawkins' Southeastern Comments on Dell First Quarter Earnings Release May 23 2013

Carl Icahn's First Quarter Increase May 21 2013

comment on DELL May 12 2013

Mario Gabelli Surges to Record $40B AUM; Dell, Acme Packet and Boulder Brands Top List of New Buys May 10 2013

Carl Icahn - Michael Dell Should Not Be Dell's CEO May 10 2013

CARL ICAHN: 'I Don't See Jim Chanos On The Forbes 400 List' May 10 2013

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