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[CaçadordePips]

HPQ - Valoriza mais de 5% no pre-market

A Hewlett-Packard (HPQ) sobe mais de 5% no pre-market e já esteve a valorizar mais de 8% com o preço a tocar nos 38.16 dólares.

A divisão da empresa em duas esta a impulsionar o valor das acções.

[Elias]

Será isto uma H&S invertida tamanho familiar?

[Elias]

A HP vai sair do Dow Jones no dia 20 de Setembro.

http://www.cnbc.com/id/101022124

[NurseTrader]

Pois é...tive medo de manter a posição nos resultados, pois era uma posição grande relativamente á carteira...

É a vida...que não arrisca, não petisca...

[LUISSM3]

É o segundo Gap-Up.

E o 2º H&S.

Rompe a MM200.

Bons resultados.

...

É desta que abandona a tendência Bear?

[Elias]

Hoje sobe 9,5% após resultados

Hewlett-Packard Announces Earnings
Comment Now Follow Comments
Hewlett Packard (HPQ) announced that it earned $1.2 billion, or 63 cents per share. Though it was lower than the $1.5 billion it earned in the same period last year, results beat estimates of 47 cents per share. Revenue was $28.4 billion, down 6%, though cash flow from operations was up by 115% to $2.6 billion.

Shares are higher in early trading.

The company has been struggling to reinvent itself and revitalize its brand during the last year, being hurt by competitors such as Apple (AAPL) taking significant market share from the company, as well as the failure of several product launches, including its tablet line.

http://www.forbes.com/sites/marketnewsv ... arnings-2/

[NurseTrader]

Mais uma sessão 5 estrelas...

[NurseTrader]

Está a ter uma grande sessão...5%

Era bom que fechasse acima dos 16,75.

[LUISSM3]

Curiosamente hoje quando analisava a HP, recebi um setup da Day By Day com target a 20,8.

É possível, se for empurrada pela onda positiva dos mercados. Estes dois Gap’s mostram alguma força embora o de 2/1 tenha sido geral.

Dos horizontes temporais que acompanho, o aspeto mais interessante apresenta-se no mensal, faltando apenas o cruzamento do MACD (normalmente atrasado).

O semanal tb está com bom aspeto apenas o PKS esta a pedir correção.

Os sinais de entrada foram dados em meados de Novembro com o cruzamento dos osciladores nos vários TF.

Podemos assistir a uma pequena correção antes, mas pode ser apenas quando atingida a MM200 dias.

Vamos acompanhando.

[NurseTrader]

Com o fecho de hoje a 15,86 o gráfico ficou ainda mais bonito...

[NurseTrader]

Ninguém tem acompanhado esta menina?

Notas simplistas de um amador:
- Fez um mínimo recente acima do mínimo anterior (higher low) com volume inferior ao mínimo absoluto;
- Reagiu em forte alta ás boas notícias recentes com um gap, ultrapassando a resistência em torno dos 14,80USD, tratando-se agora do suporte;
- Bom potencial de subida conforme demonstra o gráfico;
- Pontos contra- Gaps normalmente são fechados?!

Nota: Estou dentro, um pouco acima do pretendido pois pensava que ela hoje não iria subir tanto, tendo activado o meu stop de compra. Stop a 14,60USD.

Fica o gráfico:

[Blue Epsilon]

Impressionante o ano de 2000, para recordar a bolha das dotcom que levou muitos traders a avultadas perdas...

[AxeRiver]

Um gráfico de longo prazo mostra bem o quão duro tem sido o BearMarket da HP. Levou o título para mínimo de 17 anos.

E até ao momento não se vislumbra qualquer sinal de possível inversão de tendencia.

Medo.

[mais_um]

Tanta empresas geridas por pessoas tão competentes e que só escolhem os melhores.....e depois dá nisto...

In HP-Autonomy debacle, many advisers but little good advice

(Reuters) - When Hewlett Packard acquired Autonomy last year for $11.1 billion, some 15 different financial, legal and accounting firms were involved in the transaction -- and none raised a flag about what HP said Tuesday was a major accounting fraud.

HP stunned Wall Street with the allegations about its British software unit and took an $8.8 billion writedown, the latest in a string of reversals for the storied company.

HP Chief Executive Meg Whitman, who was a director at the company at the time of the deal, said the board had relied on accounting firm Deloitte for vetting Autonomy's financials and that KPMG was subsequently hired to audit Deloitte.

HP had many other advisers as well: boutique investment bank Perella Weinberg Partners to serve as its lead adviser, along with Barclays. The company's legal advisers included Gibson, Dunn & Crutcher; Freshfields Bruckhaus Deringer; Drinker Biddle & Reath; and Skadden, Arps, Slate, Meagher & Flom, which advised the board.

On Autonomy's side of the table were Frank Quattrone's Qatalyst Partners, which specializes in tech deals, as well as UBS, Goldman Sachs, Citigroup, JPMorgan Chase and Bank of America. Slaughter & May and Morgan Lewis served as Autonomy's legal advisers on the deal.

While regulators in the United States and the United Kingdom, as well as the Federal Bureau of Investigation, are likely to spend many months if not years investigating what happened, legal experts said on Tuesday that it wasn't clear if any of the advisers would ultimately be held liable.

"The most logical deep pocket would be the acquired firm's auditors, who should have allegedly caught these defalcations," said James Cox, a professor at Duke University law school who specializes in corporate and securities law. Since both auditors missed the problems and it appeared to have taken HP a while to catch it after it took over Autonomy, the auditors may have a strong defense.

"You can have a perfectly sound audit and still have fraud exist," he said. A Deloitte UK spokesman said the company could not comment and would cooperate with any investigations.

The law firms and the bankers will likely argue that they were not hired to review the bookkeeping and had relied on the opinion of the auditors, securities law experts said.

Multiple sources with knowledge of the HP-Autonomy transaction added that the big-name banks on Autonomy's side were brought in days before the final agreement was struck. These sources said the banks were brought on as favors for their long relationships with the companies, in a little-scrutinized Wall Street practice of crediting -- and paying -- investment banks that actually have little do with the deal.

LAWSUITS, REPUTATIONS AT STAKE

Plaintiffs lawyers said they were taking calls from investors about HP on Tuesday. Darren Robbins, a San Diego-based plaintiff lawyer who represents shareholders, said the tech icon appears to have spent billions on a shoddy company without undertaking the proper due diligence, and thus misrepresented its finances to investors.

"I think they have serious troubles," he said.

But plaintiff lawyers may have difficulty bringing so-called derivative lawsuits against professional services firms, said Brian Quinn, an M&A professor at Boston College Law School. In those cases, plaintiff lawyers can sue third parties, such as auditors, on behalf of HP -- but they must convince a judge that HP's board is unfit to pursue those claims itself. In this situation, though, HP's board disclosed the alleged fraud itself, Quinn said.

Even if the bankers and lawyers escape any legal problems, they could suffer a reputational hit. The scrutiny could be particularly unwelcome for Perella Weinberg: the firm advised Japanese camera maker Olympus' acquisition of British Gyrus -- a transaction that prompted investigations in the United States, United Kingdom and Japan into fees and payments made by Olympus.

Olympus had hired Perella to execute the transaction, which according to Thomson Reuters M&A database resulted in record bankers' fee of $687 million. Perella was not implicated in the matter.

Meanwhile, the most controversial banker involved in the HP-Autonomy deal, Frank Quattrone of Qatalyst, represented Autonomy and played a key role in getting HP to pay a high price.

A star investment banker in the 1990s, Quattrone had worked at Morgan Stanley, Deutsche Bank and Credit Suisse, and helped arrange some of the biggest tech initial public offerings of the era, including Amazon.com Inc and Cisco Systems Inc.

But his time at the top of Silicon Valley was curtailed by charges that he blocked an investigation into IPO kickbacks. After two trials failed to resolve his case, he ultimately reached a deal with prosecutors.

His return to the Silicon Valley M&A scene has impressed many in the tech world.

"His reputation is at an all-time high right now," said Dan Scheinman, the former head of mergers and acquisitions at Cisco who has worked with Quattrone on several deals.

Analysts almost uniformly deemed the $11.1 billion he got HP to pay for Autonomy as overly rich -- a compliment to him at the time, but possibly a hollow success if HP's allegations prove true.

(Reporting By Nadia Damouni and Nicola Leske in New York. Additional reporting by Dan Levine in San Francisco.; Editing by Peter Lauria, Jonathan Weber and Muralikumar Anantharaman)

http://www.reuters.com/article/2012/11/ ... 6J20121121

[Elias]

HP CEO warns company's earnings will fall in 2013
Hewlett-Packard CEO Meg Whitman expects company's woes to deepen next year in weak economy

By Michael Liedtke, AP Technology Writer | Associated Press – 1 hour 5 minutes ago

SAN FRANCISCO (AP) -- Hewlett-Packard Co. is expecting earnings to fall by more than 10 percent next year as CEO Meg Whitman struggles to fix a wide range of problems in a weakening economy.
Whitman delivered the disappointing forecast Wednesday at a meeting that the ailing Silicon Valley pioneer held for analysts and investors. The gathering gave Whitman the opportunity to persuade investors that she has come up with a compelling strategy for turning around HP one year after being named CEO.

She said she inherited a bloated company that hasn't been innovating quickly enough in any of its divisions, which span from personal computers and printers to software and data storage. The headaches are so severe that Whitman believes HP's revenue growth might not accelerate again until 2015.
"It is going to take longer to right this ship than any of us would like," Whitman said.

Following the remarks, HP's stock price shed $1.19, or 7 percent, to $15.94 in afternoon trading. The sell-off shoved HP's shares to their lowest level in nearly a decade. The stock has fallen by about 30 percent since the former CEO of eBay Inc. took over HP last September.

HP, which is based in Palo Alto, Calif., expects its earnings for fiscal 2013 to range from $3.40 to $3.60 per share, after stripping out charges for layoffs and other accounting measures unrelated to its ongoing business. The projection translates into an 11 percent to 16 percent drop from the adjusted earnings of $4.06 per share that HP expects to deliver in its current fiscal year ending Oct. 31.
Whitman's forecast for next year caught investors off guard because analysts, on average, had predicted HP's adjusted earnings would be $4.17 per share.
Next year's revenue also will decrease, although HP didn't say by how much. The biggest problems will be concentrated in HP's technology consulting division, where revenue is expected to fall by 11 percent to 13 percent next year. Technology consulting also faltered during the past year, prompting HP to absorb an $8 billion charge to account for the diminished value of Electronic Data Systems, which HP bought for $13 billion in 2008.

In an effort to maintain its profits, HP is in the process of eliminating 29,000 jobs through employee buyouts, attrition and layoffs.

fonte

[Elias]

Abriu positiva mas neste momento cai 9%

[Elias]

HPQ liderou hoje as quedas do Dow Jones e aproxima-se dos mínimos de 8 anos.

[LUISSM3]

Tem calma, ainda não é o momento.

Também estou a tento.

Neste momento temos de aguardar o resultado da DIV+ que se está a formar no TFW, pode ainda desvanecer-se ou não.

Mas por enquanto não existem sinais de reversão.

Há uma semana atrás ainda cheguei a pensar que sim, mas o resultado foi mais uma desvalorização na ordem dos 15%.

Daí que todo o cuidado é pouco por enquanto.

[pedro-ferreira]

Boa noite,

Gostava de ver comentários desta açao,daí a fazer subir á [i]tona[/i] do caldeirão.
Penso que tem um potencial grande de subida. passo a enunciar as minhas ideias. Èuma empresa que não tem grande concorrencia naquilo que melhor sabe elaborar, tem per baixissimo, crescimentos interessantes para os anos que se avizinham,etc
Também de enumerar que tem havido compras enorissimas por executivos da empresa, etc...

Penso que está aqui reunido muito potencial para investir nesta ação no médio longo prazo.

Atenciosamente

Pedro Ferreira

[C.N.]

Ola,

Desde o meu post do dia 22 de Agosto a HP ja subiu mais de 16%, e pagou dividendos uma vez. Acho que esta mesmo a acontecer o que tinha dito: "Regardless of who is managing it, that is a buy." Continuo bullish, mas nao estamos a comprar mais.

Abraco

CN

[Elias]

HP stock hits 6-year low after Whitman named CEO

On Friday September 23, 2011, 12:14 pm EDT

NEW YORK (AP) -- Hewlett-Packard Co.'s stock sank Friday to its lowest level in six years, as investors worried that new CEO Meg Whitman isn't the right person to turn the company's fortunes around.

The stock was down 90 cents, or 4 percent, at $21.90 in midday trading. In the morning, the stock hit $21.50, its lowest level since May 2005. Broader market gauges were up slightly after a week of volatile trading.

HP announced late Thursday that former eBay CEO Meg Whitman was taking over from Leo Apotheker, who spent just 11 months on the job. Among other things, the company's board of directors was dissatisfied with the way he announced that HP is looking to get rid of its PC division.

Investors are now looking for clarity about the company's direction. Chairman Ray Lane said in a CNBC interview Friday that the company isn't looking at "getting out of the PC business." But he followed that up by saying the company is still evaluating its options for the division, which is the world's largest maker of PCs.

Uncertainty about the company's strategy is coupled with doubts about Whitman. She led eBay for ten years, taking it from a startup to one of the dominant e-commerce companies. But analysts point out that she has no experience in enterprise technology and, indeed, no expertise outside the consumer sphere. They also note that eBay is a fraction of HP's size.

"While we believe the decision to replace Leo Apotheker was a good one, we are disappointed with the naming of Meg Whitman as HP's permanent CEO, and believe that this sentiment is shared by most investors and large HP shareholders," Sanford Bernstein analyst Toni Sacconaghi said Friday. "We believe the company was remiss in not conducting a comprehensive CEO search."

[lsilva4]

Concordo com o que dizes Atomez.

A meu ver o principal problema da HP passa por (re)definir uma estratégia de negócios. Actualmente não é muito fácil compreender o caminho que a empresa quer seguir...Em momentos de crise os grandes estrategas falam em sinergias...a HP faz o contrário.
É uma empresa que têm desenvolvido/investido em várias unidades de negócios (UN)...vaquinhas leiteiras parece que só mesmo a das impressoras so far.
A instabilidade da equipa de gestão também não tem ajudado muito. O comunicação e o ambiente nas e entre as UN's não será dos mais saudáveis porque resultados não há. Na minha opinião enquanto alguém não tomar o pulso à HP e se focar em torno do core bussiness não vai haver melhorias.

Pode ser uma observação estúpida mas, para mim apesar de algumas diferenças a HP e a RIMM estão num ponto muito semelhante.
Não tenho a certeza, mas deve dar para fazer essa leitura nos gráficos.

Cumprimentos

[atomez]

É uma situação muito estranha. Essa Meg Whitman já foi CEO e foi corrida, se volta agora para lá é uma situação transitória.

O problema da HP é que não sabe ao certo o que fazer. A grande fatia dos lucros vêm das... impressoras, mais em particular dos tinteiros! Mas sabem bem que por aí não vão longe.

Sempre foi uma empresa de hardware e estão a evoluir para software e serviços. O CEO cessante, Leo Apotheker, era antes o CEO da SAP, percebe de software e serviços. Só lá esteve menos de 1 ano e acabou com a divisão de telemóveis e tablets depois do que gastaram com a aquisição da Palm e agora queria acabar com os PCs. Pelos vistos isso criou grandes resistências internas, os resultados não foram os esperados e já foi posto a andar.

Não é nada claro o futuro que a HP vai ter.

[T1ag0]

Parece que vai haver troca de CEO na HPQ, assumindo o lugar uma das mulheres mais rica dos EUA. Meg Whitman.

O mercado ontem gostou do que ouviu e a HPQ esteve bastante bem, mas hoje voltou a seguir as quedas (pelo menos para já). Também não era fácil continuar a subir com o mercado tão negativo. Ainda assim parece que a nova CEO poderá ser como uma entrada de ar nesta empresa.

http://online.wsj.com/article/SB1000142 ... d=yahoo_hs

[C.N.]

Eu estou a comprar para o meus clientes. Enviei hoje uma nota a dizer o seguinte:

If HP doesn't sell it, you may not want it. Its products includes laptops, desktops, tablets, printers, ink, toner, paper, TVs, batteries, adapters, mice, keyboards, cables, scanners, faxes, calculators, servers... It offers application services, business process services, support services, consulting services, cloud services, IT infrastructure, transformations assessments...

And what is the per-share value of the sum of HP's disparate parts? On June 30 the research department of UBS calculated a range of $43 to $47. But the lack of revenue growth is a sore point in today's tech market on which growth is not so much the main thing but the only thing. The change in strategy is considered another weakness. HP is selling their tablets and smart phones units and buying a software company.

A dividend paying company, part of the Dow 30 list; with annual fiscal 2011 (ending in October) revenue estimated at $129 billion, up from $126 billion in 2010; with cash and cash-equivalents close to $13 billion and long-term debt below $15 billion; trading at $4.26 earnings per share... Regardless of who is managing it, that is a buy.

CN