Dell Is A Contrarian Dream

(via biz.yahoo.com)

I wanted to turn your thoughts toward Dell they currently have a, back of the napkin, Earnings Yield of around 10 though not particularly cheap it may be an excellent business at a fair price with Michael Dell running the show. Anyway, they should report their restated earnings tonight.

Here is an excerpt from the article: "We think that beaten-up Dell (NasdaqGS: DELL) shares may be a profitable turnaround investment – a classic Contrarian play."