HPQ Watch List: Eye on a Potential Small Position

5 days ago

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"s say, impact its margins and inventory and everything. There is that and that is therefore the key risk. So not crazy exposure but interesting exposure could be something to watch. We have put it here on the quadrant and will watch it over time and you never know when the opportunity knocks. Of course everybody would love 20% growth stable but at the end it"

The speaker highlights HPQ's strong free cash flow yield and steady fundamentals as a reason to keep the stock on the watch list. Although acknowledging downside risks such as potential recession impacts on margins and inventory, the speaker suggests that investors consider starting a small position and doubling down when a clearer opportunity arises. The overall tone is cautiously optimistic given the company's long-term structural trends.

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