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  • IBM: $250 A Share By End Of FY15
    Aug. 1, 2014 IBM 29 Comments

    Summary

    • IBM’s management continues to reward long-term shareholders with buybacks and dividend payouts.
    • Although revenue has been relatively flat for the last decade, EPS has grown at a rate of 13% compounded annually over the same period.
    • IBM enjoys an economic moat thanks to its trusted name, and the reluctance of companies to change IT suppliers.
    • IBM expects FY14 diluted GAAP EPS to be at least $17.00, which means the company is trading at an attractive PE of 11.41 with a 2.4% dividend yield as well.
  • What's The Deal With Salesforce.com?
    Mar. 1, 2013 CRM 24 Comments
  • Stay Rational: Speculating On Dell
    Feb. 27, 2013 DELL 14 Comments
  • 7 Reasons To Love Coach
    Feb. 26, 2013 COH 29 Comments