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Federico Bagiotti, CFA

Equity Bottom-Up

After the long awaited spin-off of its technology solutions division into Hewlett Packard Enterprises Co (HPE) back in November 2015, both HPQ and HPE have performed well - not only beating the broader market but many of their peers as well.Looking at recent trends in crowd-sourced sentiment indicators we assess whether the positive performance of HPQ can continue.* * *On February 22, HP Inc. announced Q1 2018<a href="#_ftn1" target="_blank">[1]</a> revenue and profits above analysts’ estimates. They also increased their full year…

After the long awaited spin-off of its technology solutions division into Hewlett Packard Enterprises Co (HPE) back in November 2015, both HPQ and HPE have performed well - not only beating the broader market but many of their peers as well.Looking at recent trends in crowd-sourced sentiment indicators we assess whether the positive performance of HPQ can continue.* * *On February 22, HP Inc. announced Q1 2018[1] revenue and profits above analysts’ estimates. They also increased their full year…

HP Inc., Keep Reinventing. What About Keep Reinvesting?

Hewlett Packard Co

HP Inc., Keep Reinventing. What About Keep Reinvesting?