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DoctoRx

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  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    Mike, thanks for your kind comments; much appreciated.
    Apr 17 11:05 AM | Likes Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    Yair, There's no question there is stickiness once IBM does the back end.

    Despite that advantage, IBM continues to act like Gulliver tied down by Lilliputs-- which in the tech business themselves grow into Gullivers themselves. Meanwhile IBM plods along at around $100 B revenues annually year after year...
    Apr 17 09:50 AM | Likes Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    Tollsforthee: Thank you very, very much for sharing your knowledge with us. In other articles SA has published by me on IBM, several other commenters have provided similar specific criticisms of IBM as being, shall we say, past its prime. Your phrases "shell of its former self" and "tip of the iceberg" might raise questions in IBM bulls about their thesis.

    Meanwhile, TSM just announced bang-up Q1 earnings and raised guidance for Q2. There's a growing and dynamic tech sector in the US and globally, but IBM is mostly a no-show-- sad. (:
    Apr 17 09:16 AM | 1 Like Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    Big Thunder: As my first (linked) article last summer on IBM detailed, it is very popular. I believe this relates to past glory, and glory it has been. I further argue that, as a long-only investor, it's sensible to play off of the Street's love affair with IBM and own other stocks. It's just that simple, IMHO.
    Apr 17 09:13 AM | Likes Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    mpmassey: As the graph in my article showed, IBM has massively underperformed its benchmark. Good luck to you, and thank you for reading and commenting.
    Apr 17 09:11 AM | Likes Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    marc: Thanks for sharing your thoughts.
    Apr 17 08:35 AM | Likes Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    mr_dinky: No, I never "predicted" $130. Please document.
    Apr 17 08:35 AM | Likes Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    Yair, IBM is having long term problems. The quarterly reports make that clear. How can a company as supposedly well-run as IBM have massive layoffs year after year while participating in a growth industry and be considered not to have long term problems?
    Apr 17 08:35 AM | 1 Like Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    Brian, Thanks for providing this commentary and thanks for the kind words.
    Apr 17 08:34 AM | Likes Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    freed0m: Share repurchase with borrowed money is OK if the Street misunderstands a company's bright prospects. That is not the case with IBM. IBM needs to reinvest in its actual business. That's the best use of cash. Or at least build up a richer bank account.
    Apr 17 08:33 AM | Likes Like |Link to Comment
  • Same Stuff, Different Year: Should Shareholders Stick With IBM? [View article]
    fatbaboon: Thanks for your comments. I actually have said that IBM is in relative decline, not a severe decline.
    Apr 17 08:32 AM | Likes Like |Link to Comment
  • Why Johnson & Johnson Can Be Prescribed For Most Investors [View article]
    You're welcome, Bahamas. You are right. JNJ is a core stock.
    Apr 16 11:57 PM | Likes Like |Link to Comment
  • Why Johnson & Johnson Can Be Prescribed For Most Investors [View article]
    pantherdoc: The average stock was down over 60% in the Great Recession.

    I am long several preferred stocks in my self-directed IRAs. Certainly, preferred stocks are more bond-like than JNJ. I favor owning both.
    Apr 16 10:18 PM | Likes Like |Link to Comment
  • Why Johnson & Johnson Can Be Prescribed For Most Investors [View article]
    Sugar Charlie: Brilliantly stated! Congrats on your perspicacity and endurance.
    Apr 16 05:55 PM | Likes Like |Link to Comment
  • Reevaluating Gilead Sciences After The Sell-Off [View article]
    me: Well said!
    Apr 16 03:53 PM | Likes Like |Link to Comment
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