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Text duration start ents sentiment
brings me to two large pc makers that 4.32 Jump to 37.68
    CARDINAL two
first let me set the stage so you 3.44 Jump to 68.96
    ORDINAL first
partners way back in 2013 company came 4.64 Jump to 76.24
    DATE 2013
public again at the end of 2018 and i 3.6 Jump to 78.64
    DATE the end of 2018
one because i like michael dell so much 2.559 Jump to 82.24
ignore trading just six times earnings 3.921 Jump to 84.799
    CARDINAL six
i recommended dell in january of 2019 4.719 Jump to 88.72
    DATE 2019
the stock's giving you about 150 gain 5.36 Jump to 90.799
    CARDINAL about 150
smb is up 65 same period most of those 4.401 Jump to 93.439
    CARDINAL 65
in their 2021 fiscal year which ended 12 3.36 Jump to 102.399
    DATE 2021 fiscal year
    CARDINAL 12
break the record again in the 2022 3.519 Jump to 106.56
    DATE 2022
november it raised the company nine 3.52 Jump to 137.12
    DATE november
    CARDINAL nine
billion they also sold their booming 3.36 Jump to 138.72
equity firms four billion raised dell's 4.0 Jump to 142.08
    CARDINAL four billion
nearly 54 billion in debt at the end of 4.0 Jump to 152.319
    MONEY nearly 54 billion
january 2019. they're not down to 32 3.759 Jump to 154.48
    DATE january 2019
    CARDINAL 32
billion they just throw off the cash and 4.401 Jump to 156.319
the park 21 revenue goes 17 percent risk 4.24 Jump to 164.16
    CARDINAL 21
    PERCENT 17 percent
which includes that pc biz up 35 year of 4.48 Jump to 170.08
    DATE 35 year
the analysts were looking for 25.5 4.159 Jump to 176.08
    CARDINAL 25.5
billion dell said it'd be more like 27 4.959 Jump to 177.92
to 28 billion after the quarter morgan 4.161 Jump to 180.239
    CARDINAL 28 billion
    DATE the quarter
jumped 4.8 percent the next day only 4.56 Jump to 192.319
    PERCENT 4.8 percent
    DATE the next day
rallying all the way to 60 and change a 3.679 Jump to 194.64
    CARDINAL 60
55 bucks i don't know man this is what 5.04 Jump to 199.68
    MONEY 55 bucks
took over ceo in late 2019 he's 3.36 Jump to 211.12
    DATE late 2019
there's one wrinkle here it's the 3.6 Jump to 217.76
a big one ultimately hp rejected the 3.759 Jump to 225.2
that included a massive 15 billion with 4.319 Jump to 231.12
    CARDINAL 15 billion
estimates 9.3 revenue growth phenomenal 4.961 Jump to 240.959
    CARDINAL 9.3
52 earnings growth they also gave you 3.839 Jump to 243.68
    CARDINAL 52
next quarter and the full 2022 fiscal 3.841 Jump to 247.519
    DATE next quarter
sales will slow down and for two years 3.681 Jump to 270.639
    DATE two years
were one of the least impressive lines 3.761 Jump to 281.199
up just eight percent compared to 20 for 4.56 Jump to 283.04
    PERCENT just eight percent
    CARDINAL 20
huge for these two companies i think the 3.44 Jump to 300.8
    CARDINAL two
than these two but if you want you know 3.36 Jump to 304.24
    CARDINAL two
complete in 2021 second mitigating 4.32 Jump to 322.08
    DATE 2021
just consumer pc business those two 3.839 Jump to 337.36
    CARDINAL two
than they seem third and most important 3.44 Jump to 341.199
    ORDINAL third
these two dell six point four times 3.921 Jump to 350.479
    CARDINAL two
    CARDINAL six
8.5 times next year's numbers and keep 3.68 Jump to 354.4
    CARDINAL 8.5
    DATE next year's
sports you a beautiful 2.8 dividend 3.119 Jump to 360.08
    CARDINAL 2.8
at least 4 billion with the stock in 3.681 Jump to 363.199
    MONEY at least 4 billion
2022 fiscal year dell doesn't have a 3.76 Jump to 364.8
    DATE fiscal year
these two value stocks should be able to 4.081 Jump to 378.319
    CARDINAL two
show and these two they have it in 4.639 Jump to 387.84
    CARDINAL two
you thank you 10 20. we did some really 4.481 Jump to 397.759
    CARDINAL 10 20
club it's exclusive to club members 10 4.399 Jump to 402.24
    CARDINAL 10
20 morning meeting you can get it please 3.44 Jump to 404.56
    TIME 20 morning
most recent earnings were 28 5.28 Jump to 412.56
    CARDINAL 28
are selling it more than 50 times 3.761 Jump to 431.599
    CARDINAL more than 50
tonight because that one grows and 3.28 Jump to 438.88
    TIME tonight
    CARDINAL one
watching all the ads 43 times earned 6.16 Jump to 476.0
    CARDINAL 43
anything that snores them say 25 30 the 4.641 Jump to 479.599
    CARDINAL 25 30