Category Archives: $EBAY

$MSFT – good results – is old tech dead? Some FVs of Old tech Companies

$HPQ FV=34
$MSFT FV = 30 – results show PC is not completely dead
$IBM FV= 200
$INTC – FV= 20
$ADBE FV= 75
$EBAY FV= 45 – icahn declared big stake.

2CentView picks are
$HPQ – only half way through a turnaround strategy being well executed by Meg Whitman – upside potential in 3D printing and a recovery in PCs as seen by Intel and MSFT earnings calls. Buy around $29 – PT 34, Stop $25.

and $ADBE – cheap to FV – but current price does imply 40% 5Y growth – but this is a good cloud play.Buy around $60 – PT $75 , Stop $50.