1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Holly LaFon
Holly LaFon
Articles (7135) 

Bill Nygren Comments on Dell

July 10, 2012 | About:

From Bill Nygren's second-quarter letter:

Today we are focused on the growth of Dell (DELL)’s non-PC businesses, whereas investors are worried about declining sales of PCs, a division we don’t think we are even paying for. In each case, if we are right, the fundamentals will force investors to reevaluate their prejudices, and we will profit from the repricing of the stock.


Rating: 3.0/5 (6 votes)

Comments

Please leave your comment:


More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

User Generated Screeners


andrewgu999revenue growth
andrewgu999high operating margin
DBrizanCDN dividend 25pMar2017
DBrizanCDN dividend 25Mar2017
DBrizanCDN dividend 24Mar2017
Ranjit.desairanjit-04
Ranjit.desairanjit-03
dosowsky11 Year Growth ROE
G7dar2Pg4Cwc3RxTpm7z52Wk Magic Global
HOLKLSUTop 10 Gurus Holding and Addin
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK