HP Inc

It will be a quiet holiday week, with a few releases to note.

No details of the takeover offer were provided, and we are maintaining our fair value estimates for the firms.

We are encouraged by HP's execution and road map, but a highly competitive marketplace will cap long-term excess economic returns.

We don't think the firm's long-term growth strategy will adequately offset challenges within core business segments.

3-D printing and a managed print service focus will provide new growth opportunities for HP, secular headwinds in traditional printing will limit overall growth.

Despite a good increase in printer sales, we think the long-term secular headwinds facing both printing and PC markets make sustainable top-line growth unlikely.

Earnings weren't uniformly good, but mostly better-than-expected results and progress on tax reform sent stocks to record highs.

Interpreting this week's Fed meeting. Plus, our take after three firms see their shares fall after earnings.

Don't read too much into the failed Oncor deal. Plus, Lowe's and Williams-Sonoma look cheap, and Salesforce is on a roll.

The secular headwinds facing both of HP’s core businesses (personal systems and printing) will ultimately prevent material growth over the next several years.

Gold-rated Dodge & Cox Stock’s seasoned team, low fees, and decisive value approach have led to enviable long-term results.

We are raising our fair value estimate due to the outperformance across HP's operating segments as well as the success of the company's turnaround efforts in the printing segment.

Costco, Best Buy and Lowe's round out retail reports. Plus, housing market data and the second reading of first-quarter GDP.

The company has dug a moat by hooking customers with ubiquitous service applications.

The no-moat company enjoyed a seasonally strong fiscal first quarter, but secular headwinds in printing and PC demand will weigh its ability to generate long-term top-line growth.

Earnings from Wal-Mart, Macy's, Kohl's, and Home Depot are due. Plus, new and existing home sales data.

There is a difference between appreciating that some investments require patience and praising the fault of intransigence.

Earnings from HP Inc and Hewlett Packard Enterprise are due Tuesday along with the minutes from the Fed's last meeting.

We're skeptical of the company's embrace of infrastructure as a service.

The no-moat company benefited from a moderate PC market recovery last quarter, but declines in the printer segment showed no signs of abating.