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- Latest Activities And A Few Words On Intel
- Who Is Interested In Dell Going Private ?
- Some initial thoughts on Xyratex, an apparent bargain.
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Tag Archives: Dell
Latest Activities And A Few Words On Intel
I have been focusing a bit on Intel, it starts to seem interesting again… I want to be prepared to add more if necessary so my time and thoughts are mostly focused there lately. It’s one of the few companies … Continue reading
Who Is Interested In Dell Going Private ?
This article has been published in Gurufocus in the following link: Who Is Interested In Dell Going Private ? Cheers! jrv
Some initial thoughts on Xyratex, an apparent bargain.
Xyratex is mainly an enterprise storage solutions supplier (to NetApp, EMC, Dell, Hewlett Packard, IBM…) and to a much smaller extent an equipment supplier to the hard drive manufacturers (Seagate and Western Digital) When I found about it last week … Continue reading
Reduced Applied Materials
I keep on fine tuning my portfolio, concentrating on my riskiest positions and cash management. I just sold 3 strike 10 Jan 2014 calls. I had bought them in mid May at 1.92 when the stock was slightly under 11 … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Austrian economic school, Dell, Intel, Philip Carret, United States Gypsum, USG, WDC, Western Digital
2 Comments
What Have I Done This Year ?
This post is to have an overview of my latest actions year to date. Sometimes I am under the impression that I do little, which actually is a very nice feeling. I prefer inaction and to just do things after … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Banco Santander, Cisco, Dell, intc, Intel, SAN, Tesco, WDC, Western Digital
8 Comments
Thoughts on Apple and Latest Porfolio Actions
Up until recently I have been adding Dell, Intel and Western Digital. I added more Intel specifically yesterday and if I have the opportunity the position will probably grow. Now that markets are becoming more focused on the US fiscal … Continue reading
Posted in General
Tagged AAPL, AMAT, android, apple, Applied Materials, Dell, GOOG, intc, Intel, Microsoft, WDC, Western Digital
14 Comments
Thoughts on Hewlett Packard and Dell
I basically commented this with with a fellow investor: My problem with Hewlett Packard is that I see the cheapness and appreciate the current CEO but the last years had an earnings run up which I have my doubts is … Continue reading
Recent Portfolio Actions With DELL, AXP and SAN
I sold at a decent profit five deep in the money Banco Santander Jan 2014 strike 5 calls bought in April when SAN was near its lows. I did not like the fact that the calls are not adjusted when … Continue reading
