Dow Jones Review: Hewlett-Packard

The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Over the next couple of weeks, John and David will be revisiting some calls they made on individual stocks of the Dow. Today, they're checking out Hewlett-Packard. This company is down a staggering 30% in 2012 compared with a roughly 4% gain for the Dow average as a whole. David gave Hewlett-Packard an outperform, thinking it could beat the market over the next five years. That's been very wrong so far. His thesis hinged on former eBay CEO Meg Whitman really turning things around. The evidence of a turnaround has been scarce so far. And if we look at how Apple is really driving the mobile computing revolution as well as the challenges at competitor Dell, I wonder if the turnaround is going to be too hard. Looking at the situation again, David is having trouble seeing how HP gets its groove back. And as a result, it looks more like a value trap.

If you're a tech investor, the amount of Apple stock in your portfolio has been a key factor in whether you're stomping the market in recent years. However, with the company preparing its most important phone launch in history with the iPhone 5 and looking at a game-changing television, the stakes have never been higher for Apple. If you're looking for how to play Apple in the coming months, the Motley Fool has created a brand new report listing not only the opportunities facing Apple, but also what to look for to know when to sell. The report not only comes with a write-up from one of our top analysts, but includes continuing updates whenever news strikes the company. Click here to get started today!

The article Dow Jones Review: Hewlett-Packard originally appeared on

David Meier owns shares of Apple. John Reeves owns shares of Apple. The Motley Fool owns shares of Apple. Motley Fool newsletter services recommend Apple and eBay. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 - 2012 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.