DELL News and Headlines - Dell Technologies Inc

GuruFocus Articles Total 32
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Their 5-year revenue per share growth rates have beaten the S&P 500

The S&P 500 stocks saw their aggregate trailing 12-month real revenue per share rise at a compound annual growth rate of approximately 2% over the past five years. The share price of the benchmark index for the U.S. stock market traded at $4,019.87 at close on Thursday, up by more than 95% over the past five years through April 1.

Thus, investors could be interested in the three stocks listed below, as they have exceeded the S&P 500 in terms of higher five-year revenue per share growth rates.

Brookfield Asset Management Inc

The first company that qualifies is Brookfield Asset

69 Views    Alberto Abaterusso    2021-04-05 15:44
Dell founder's firm continues selling trend in onshore drilling company

MSD Capital, the firm established by Dell Technologies Inc. (DELL) founder Michael Dell (Trades, Portfolio), revealed this week that it reduced its Independence Contract Drilling Inc. (ICD) holding according to GuruFocus Real-Time Picks, a Premium feature.

Dell and his family established the New York-based firm in the 1990s, seeking long-term capital appreciation through investments in companies with sustainable competitive advantages using a disciplined, research-intensive analytic process. Management invests based on the belief that businesses provide shareholder value through generation of cash flow and the emphasis on absolute value instead of relative value.

Transaction details

MSD sold

398 Views    James Li    2021-03-31 21:49

CFO of Dell Technologies Inc (30-Year Financial, Insider Trades) Thomas W Sweet (insider trades) sold 200,000 shares of DELL on 03/22/2021 at an average price of $87.74 a share. The total sale was $17.5 million.

Dell Technologies Inc has a market cap of $64.75 billion; its shares were traded at around $86.350000 with a P/E ratio of 20.52 and P/S ratio of 0.70. Dell Technologies Inc had an annual average EBITDA growth of 25.80% over the past 5 years.

CFO Recent Trades:

0 Views    insider    2021-03-24 22:15
Intel makes the list

According to the GuruFocus All-in-One Screener, a Premium feature, as of March 8, the following companies are trading below their Peter Lynch fair values with wide margins of safety and have had positive performances over the past 12 months.

Intel

Intel Corp. (INTC) was trading around $59.23 per share as of March 8. The Peter Lynch fair value is $84.62, which suggests the stock is undervalued with a 30% margin of safety. The stock has registered a 52-week increase of 1.68%.

The chipmaker has a market cap of $239 billion and an enterprise value of $251 billion.

899 Views    Tiziano Frateschi    2021-03-08 15:59
Michael Dell's firm continues to curb position in onshore drilling services provider

Further whittling down its position in Independence Contract Drilling Inc. (ICD), Michael Dell (Trades, Portfolio)'s MSD Capital revealed another reduction of 5.75% earlier this week.

Established in 1995 to manage the assets of Dell Technologies Inc.'s (DELL) founder and CEO, the New York-based private investment firm manages an extremely concentrated portfolio of companies that have sustainable, long-term competitive advantages that are run by honest management teams. The firm follows a disciplined, research-intensive analytic investment process.

According to Real-Time Picks, a Premium feature of GuruFocus, MSD sold 9,867 shares of the Houston-based oil and gas company on

136 Views    Sydnee Gatewood    2021-03-03 17:37
Discussion of markets and holdings

To Our Shareholders

The Dodge & Cox Stock Fund had a total return of 7.2% for the year ended December 31, 2020, compared to a return of 18.4% for the S&P 500 Index and 2.8% for the Russell 1000 Value Index.

Market Commentary

The U.S. equity market was extremely volatile in 2020. In the first quarter, the coronavirus (COVID-19) evolved into a global pandemic, disrupting major economies around the world and abruptly ending the longest stock market bull run in U.S. history. U.S. equities fell sharply, then quickly rebounded off their March lows and performed strongly for the remainder of

93 Views    Sydnee Gatewood    2021-02-04 17:54
An Undervalued Predictable company that may go out on its own

There is a possibility that VMware Inc (VMW) could be spun off later this year, likely by September. Currently, Dell Technologies Inc. (DELL) owns 80.8% of VMware, so a spinoff would have several benefits for both companies, according to Dell CEO Michael Dell (Trades, Portfolio). In an interview with CRN, he said:

"Look, we believe that this spin-off that we're considering could benefit both the Dell Technologies and the VMware stockholders. It simplifies the capital structures, it enhances strategic flexibility and gives both companies more flexibility, while we continue with the mutually beneficial strategic and

977 Views    Robert Abbott    2021-01-15 22:12
Firm further reduces position in onshore drilling services provider

Continuing to curb its position in Independence Contract Drilling Inc. (ICD), Michael Dell (Trades, Portfolio)'s MSD Capital disclosed another 12.35% reduction last week.

The New York-based private investment firm, which was established in 1995 to manage the assets of Dell Technologies Inc.'s (DELL) founder and CEO, manages an extremely concentrated portfolio of companies that have sustainable, long-term competitive advantages that are run by honest management teams. The firm follows a disciplined, research-intensive analytic investment process.

According to GuruFocus Real-Time Picks, a Premium feature, MSD sold 24,176 shares of the Houston-based oil and gas company on Dec.

131 Views    Sydnee Gatewood    2021-01-04 19:30
Drilling services holding could soon run dry

Michael Dell (Trades, Portfolio)'s MSD Capital has revealed another reduction in its holding of Independence Contract Drilling Inc. (ICD), according to GuruFocus' Real-Time Picks, a Premium feature.

MSD Capital is a New York-based private investment firm that was established to manage the assets of Dell Technologies' (DELL) founder and CEO. The firm manages an extremely concentrated portfolio that contained three stocks at the end of the third quarter. They use a disciplined, research-intensive analytic process for investing. Businesses must possess sustainable, long-term competitive advantages and be managed by honest management teams.

122 Views    Graham Griffin    2020-12-15 20:26
Shares sold for the first time since 2019

Michael Dell (Trades, Portfolio)'s MSD Capital has revealed a reduction in its holding of Independence Contract Drilling Inc. (ICD), according to GuruFocus' Real-Time Picks, a Premium feature.

MSD Capital is a New York-based private investment firm that was established to manage the assets of Dell Technologies' (DELL) founder and CEO. The firm manages an extremely concentrated portfolio that contained three stocks at the end of the third quarter. They use a disciplined, research-intensive analytic process for investing. Businesses must possess sustainable, long-term competitive advantages and be managed by honest management teams.

On Dec. 4, the firm

123 Views    Graham Griffin    2020-12-07 21:22
The stock is up 9% following earnings results and is cheaper than many competitors

Shares of U.S. computing giant HP Inc. (HPQ) are up nearly 9% this week following the release of its fiscal fourth-quarter results on Tuesday. The company's revenue and earnings topped analyst expectations, which helped trigger a spike in the stock price.

HP has now gained nearly 70% since its lows in March. However, it is only up 7% year-to-date after suffering a sharp decline in the March Covid-19 market crash. This suggests that despite the 70% gain, there could still be room left to run going to the tail-end of the year, in

137 Views    Nicholas Kitonyi    2020-11-27 21:25
The stock is up more than 6%

Shares of software and computing infrastructure giant Dell Technologies Inc. (DELL) gained more than 6% on Friday following Thursday’s after-market earnings release. The company’s most recent quarterly results beat analysts' revenue expectations.

While the coronavirus pandemic continues to affect business activity around the globe, companies like Dell Technologies witnessed a significant jump in sales of computing devices, which include personal computers, notebooks and tablets. This was primarily due to a change in the mode of operation of companies that opted to work from home in an effort to curb the spread of Covid-19.

214 Views    Nicholas Kitonyi    2020-05-29 18:52
Corporate executives are sending a strong signal about the future market performance

In an article published on March 25, I discussed how investors can learn from Exxon Mobil Corporation (XOM) insiders and went on to analyze the company's fundamentals to conclude that Exxon is significantly undervalued.

A quick look at the activity of insiders in the last 30 days gives reason to believe that company executives are betting on the respective companies they represent like never before. This could be an indication of the equity market performance in the coming years. The subject of this analysis is to interpret the current trend of insider buying and selling using empirical evidence.

868 Views    Dilantha De Silva    2020-03-30 15:57
Details the CEO buys this past week for the following companies: Dell Technologies, Prosperity Bancshares, CIT Group, Westlake Chemical Partners and OPKO Health

According to GuruFocus Insider Data, these are the largest CEO buys during the past week.

Dell Technologies

Dell Technologies Inc. (DELL) CEO and 10% Owner Michael S. Dell bought 828,199 shares on March 20 at a price of $31.70. The price of the stock has increased by 22.24% since then.

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Dell Technologies was born from Dell's 2016 acquisition of EMC, a leading provider of servers and storage products through its ISG segment, PCs, monitors and peripherals via its CSG division and virtualization software through VMware. Its brands include Dell, Dell EMC, VMware, Boomi, Secureworks

147 Views    Joy Hu    2020-03-30 14:28
The company is fundamentally solid and could be a potential acquisition target

After delivering a decent quarterly performance and finishing 2019 on a positive note, Telefonaktiebolaget L M Ericsson (ERIC) has been the subject of merger and acquisition-related speculation. The company is leading the 5G rollouts in Europe and North America, with the political scrutiny faced by rival Huawei acting in its favor.

There appears to be a possibility of a potential merger with Scandinavian peer Nokia Oyj (NOK) or even a chance of Ericsson being acquired by an American mega-cap like Cisco Systems Inc. (CSCO), Dell Technologies Inc. (DELL) or Microsoft Corp. (MSFT) given that the U.S. government might consider countering

265 Views    Ishan Majumdar    2020-03-26 20:14
Details the CEO buys this past week for the following companies: Dell Technologies, Simon Property Group, Wells Fargo, Starwood Property Trust, and Gaming and Leisure Properties.

According to GuruFocus Insider Data, these were the largest CEO buys during the past week.

Dell Technologies

Dell Technologies Inc. (DELL) CEO and 10% Owner Michael S. Dell bought 828,199 shares on March 20 at a price of $31.70. The price of the stock has increased by 2.49% since then.

251c4db5dba8ac73f475008a23355bba.png

Dell Technologies was born from Dell's 2016 acquisition of EMC. It is a leading provider of servers and storage products through its ISG segment, PCs, monitors and peripherals via its CSG division and virtualization software through VMware. Its brands include Dell, Dell EMC, VMware,

219 Views    Joy Hu    2020-03-23 15:48
Fund also boosts holdings in Dell and activist target AT&T

Elliott Management, the hedge fund founded by Paul Singer (Trades, Portfolio), disclosed last week that it established five new positions during the fourth quarter of 2019. The fund also boosted its holdings of Dell Technologies Inc. (DELL) and AT&T Inc. (T).

The New York-based hedge fund seeks long-term capital appreciation primarily through activist investing, i.e., taking a position in underperforming companies and pushing for management changes. Elliott also purchases sovereign debt at a discount.

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As of quarter-end, the $11.79 billion equity portfolio contains 49 stocks, with turnover of 6%. The top

506 Views    James Li    2020-02-20 22:28
The firm is maintaining its position as the company's top shareholder

Dodge & Cox has recently disclosed that it upped its stake in HP Inc. (HPQ) by 20.72%. Owning 10.11% of shares outstanding, the firm is HP’s largest institutional shareholder.

With over 80 years of history as an investment company, Dodge & Cox has built a team of professionals that have mostly spent their entire careers with the team. The San Francisco-based mutual fund emphasizes independent research as the heart of each investment, focusing on out-of-favor areas and evaluating companies based on a long-term fundamental outlook and a healthy skepticism of consensus conclusions. The equity portfolio is valued at $121.53 billion.

184 Views    Margaret Moran    2020-02-11 22:54
The path taken in the past influences the path in the future

The idea of path dependence is one popularized by the renowned Nobel Laureate Douglas North. The basic idea can be summarized as the following: “Actions in the present are constrained by actions in the past.”

One of the most interesting examples of the path dependence theory is the “standard gauge” of railway track — i.e., the width between the rails, which in North America and much of Europe is four feet and 8.5 inches. It has been the most common gauge throughout the history of modern railways.

One may think the reason this standard gauge is set at four feet

122 Views    Grahamites    2019-11-20 15:24
Insiders dump shares of Okta, Dell Technologies

According to GuruFocus insider data, the recent chief financial officer sells were Okta Inc. (OKTA) and Dell Technologies Inc. (DELL).

Okta CFO sold 20,000 shares

CFO William E. Losch sold 20,000 shares for $116.83 per share on Oct. 14. Since then, the share price has decreased by 13.32%. Okta has a market cap of $12.13 billion and its shares were traded around $101.27. The company has a price-sales ratio of 23.15.

Okta announced its third-quarter results with revenue of $140.48 million and gross profit of $101.70 million, while the net loss was $42.98 million. The 2019 total revenue was $399.25

32 Views    Myra Ramdenbourg    2019-10-21 19:35

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2021-04-16 $ 101.42 (2.53%)
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