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What boggles my mind is DocuSign sitting out there at $15 billion that could work well with HPQ - or Xerox - and their strong free cash flow.
I did look out three months to see if there was maybe an intelligent way to play this name through the options market.
HPQ looks constructive into earnings but could weaken with the broader market decline.
A wide variety of tech companies are likely to see their March-quarter sales hurt by the coronavirus outbreak's impact on Chinese demand and/or manufacturing.
Intel CPU shortages and the end of a business PC upgrade cycle are both likely to weigh on near-term PC demand.
AMD's latest notebook processor launches put it on much stronger footing in the market for 15-watt processors going into ultrabooks and other thin-and-light notebooks.
Beijing is intent on reducing its dependence on American hardware, software and chips. But reducing it and eliminating are two very different things.
Let me take a stab at what's going on here.
The PC giants said they now expect Intel CPU shortages to continue into 2020, with Dell indicating costlier CPUs are now also affected. That could spell a bigger opening for AMD.
Xerox or HP or both should consider going after DOCU, and here are two ways for investors to do the same.
Though HP says it's still open to some kind of deal with Xerox, the deal that Xerox proposed would carry major financial risks on top of all the execution and revenue growth risks any kind of merger between the firms would carry.
With Carl Icahn involved on both sides, we can expect him to lean heavily on both Boards to come to an agreement.
If tempted, don't forget HPQ will report the firm's fourth quarter performance next Tuesday.
HP's board of directors has rejected Xerox's takeover bid, but the door has not been closed on a potential combination.
Everywhere I go I hear the smart money is betting on a recession, that earnings will be down, but every day something contradicts these bears.
While U.S. and Chinese firms are trying to fully disengage with each other, many are trying to guarantee that they have options should economic tensions worsen.
It's far from certain that Xerox can digest HP, and it would face plenty of challenges if it did. But with Xerox's core businesses continuing to decline, the company might be feeling desperate.
I'm all in favor of mergers and acquisitions -- the more we get, the higher the stock market goes -- but I am not in favor of making conclusions based on tips about deals.
Though stock buybacks and job cuts will prop up HP's earnings in the near-term, its lucrative printing supplies business is still facing major secular headwinds.
A place for HPQ in a portfolio with a mission statement geared toward driving revenue might not be a terrible idea.
I think that one needs to take a diversified approach to not just wealth preservation, but the preservation of one's standard of living.
Odds are there will be more to follow, but here's a list of upgrades and downgrades happening here on Friday morning. Upgrades: Boston Beer upgraded to Neutral from Sell at UBS Charter Communications upgraded to Overweight from Sector Weight at Key...
Recent U.S. jobs creation wasn't as great as first thought, which isn't welcome news in an economy powered by consumer spending.