Steven Romick of FPA interview with Gurufocus

[Evolveus]

Interview with Romick over at gurufocus.  He doesn't sound terribly stoked about their HPQ purchase, understandably.  This interview took place before the 13% drop follow HPQ's investor day.  I am curious if FPA would chalk HPQ up to a loss and cut the position, ie, do they feel the story has fundamentally changed or the company permanently impaired in the competitive environment going forward.

 

http://moneyinstereo.blogspot.com/2012/10/steven-romick-of-fpa-interview-via.html