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Value Investor Richard Pzena Discusses HP and Oracle

December 19, 2013 | About:
CanadianValue

Canadian Value

128 followers

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.

About the author:

Canadian Value
http://valueinvestorcanada.blogspot.com/

Rating: 1.3/5 (3 votes)

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