Posted by DigiNomad on 29th of Apr 2024 at 01:22 pm
DELL - I was considering a long but WTF is up with the
fundamentals?
1. 35 PEG!
2. Declining Q/Q and annual sales (not just slower sales
growth - negative growth) BUT EPS growth for the quarter is 90% and
35% annually. How does that work?
Something doesn't add up. Poster child for the market. Something
doesn't feel right, but it's hard to put a finger on it. In
Dell's case, their largest customer is the Federal Gov (they are
completely embedded into NMCI) but all the juice coming in from us
taxpayers should show up in sales...
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DELL - I was considering
Posted by DigiNomad on 29th of Apr 2024 at 01:22 pm
DELL - I was considering a long but WTF is up with the fundamentals?
1. 35 PEG!
2. Declining Q/Q and annual sales (not just slower sales growth - negative growth) BUT EPS growth for the quarter is 90% and 35% annually. How does that work?
Something doesn't add up. Poster child for the market. Something doesn't feel right, but it's hard to put a finger on it. In Dell's case, their largest customer is the Federal Gov (they are completely embedded into NMCI) but all the juice coming in from us taxpayers should show up in sales...