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.
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