Dell Technologies: Only One Issue Keeps The Stock From Taking Off (Earnings Review)
The paradox with Dell ( DELL ) is that, while it has undoubtedly been one of the AI-winners so far, the stock has been going up and down as if itI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valu ...