International Business Machines Corp. (IBM)

All Comments on IBM

  • commenter
    deaverb
    Apr 23 08:55 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    I love Eli's work. Especially the EPS drill. Saves so much time. Go Alpha--support Eli. Reminds me of the classic statements of Warren Buffett: "What is the biggest vice of investors?" Warren, "Being overactive." "How could you have made more money?" Warren, "Sat on the porch more; done less." Eli helps me do both. My addition: Most companies need a MBA/Mgt playground so they do less and keep sustaining their brands.... Reply
  • commenter
    galewhitaker
    Apr 22 11:42 PM
    My Website
    Why It's Time to Be Invested in the New Recession [view article]
    This optimisim is total nonsense. The world has run out of cheap oil and because of that it will never be the same again. The price of oil is headed to $180/barrel. The physical structure of our civilization was built on $30 oil. There are hundreds of milliions of people that will not be able to heat their homes next winter. Currently there are 600,000,000 gasoline powered vehicles on the road. The great majority of these vehicles are now useless. Tell me again how the ecomony is going to blossum and stock prices are going to sky rocket. Reply
  • commenter
    ngwun
    Apr 22 08:38 PM
    Why It's Time to Be Invested in the New Recession [view article]
    Will anything we say alter a course of events influenced by those in power who think that the world is "Me & my Mates"?

    It just might.     Reply
  • commenter
    iThinkBig
    Apr 22 02:17 PM
    My Website
    Why It's Time to Be Invested in the New Recession [view article]
    Jim Hawthorne is dead on. The fundamentals stink. Perception or mark-to-market accounting scams can only prop up Wall St. so far. Meanwhile, in Main St. people lived beyond means and the liquidity crisis has dried up easy credit. The solution is not socialism which is now being applied. This failed during the Great Depression and it will fail now. All that really is occuring is a contained market collapse and slow motion unwinding of trillions of dollars of counter-party risk (there's your real panic honey!). What needs to occur and is happening despite banker bailout attempts (socialism with besieged taxpayers bearing the brunt) is housing hitting bottom which has not happened and will not for many months. This will erase up to five trillions of fabricated home owner and commercial real estate wealth. In between, we as a country may just want to declare an energy crisis, subsidize $200 B of treasury into alternatives (and I also mean DRILL EVERYWHERE) and create a competing global market for oil meaning new global investment opportunities. This creates millions of jobs, pops the commodities bubble and gives consumers (70% of the GDP) disposable income again. Oh yeah, wouldn't hurt to provide the global consumer more of what they want, abundant energy and cheaper food! Reply
  • commenter
    GregY
    Apr 22 11:31 AM
    My Website
    Why It's Time to Be Invested in the New Recession [view article]
    Excellent analysis of politically induced recession and an excellent opportunity for above average returns. Reply
  • commenter
    BlueOkie
    Apr 22 08:50 AM
    Why It's Time to Be Invested in the New Recession [view article]
    We have 5% unemployment, 3% inflation, and 6% 30yr Mortgages. 40% don't pay income taxes; tax rates are low for others. Housing crisis means lower prices for buyers! Low dollar increases balance of trade. Higher gas prices incentivizes alternate fuel sources.
    Reply
  • commenter
    Whidbey
    Apr 21 04:40 PM
    Why It's Time to Be Invested in the New Recession [view article]
    Where do we get such idiots! Congress has spend the future, believe in what you like, but know this: The Medicare Part D will cost 10 Trillion in present value at enactment. Same for the booked national debt, about 10 trillion PV today. You may be at the finish line, but you will not have anything left after your taxes, and other benefits are paid out of your income. It is not the same as when your parents invested. You will do with less, much much less. Reply
  • commenter
    connorport
    Apr 21 04:27 PM
    My Website
    Why It's Time to Be Invested in the New Recession [view article]
    i am a 38 year old with a decent investment portfolio. i have watched several generations of my family work a regular job and retire with huge returns as the market bounced up and down in and out of small recessions. i will not stop throwning my money into the market especially now if anytime in my life i had a dollar. i think a few of us will be standing at the finish line saying i told you so in a few more years while the rest of our peers will be saying "i should have" or "i would have" or "if only". US history has proven that this is the land of opportunity. invest now or regret it later. Reply
  • commenter
    sunrises
    Apr 21 04:02 PM
    Wall Street Breakfast: Must-Know News [view article]
    correction:

    EMC possible 5 pt rise. Also, Goldman Sachs states it's well position and for "Fast Money"... recommened a buy.     Reply
  • commenter
    Jim
    Hawthorne
    Apr 21 03:47 PM
    Why It's Time to Be Invested in the New Recession [view article]
    Neighbor! Hi!
    Main point concerns the recession issue.
    I hold no strong brief for either party's platform in the upcoming November derby... We trade and prosper in spite of the politicians... not because of them! Tax plans come and go, and can be changed at the drop of a hat, as we well know.
    In my opinion (and that's all it is), the pickle we are in at the moment has a lot to do with several decades of fiscal irresponsibility of one form or another.
    We're where we are because of low rates, easy credit and a huge oversupply of $$$... (see the M3 estimates which the Fed in its wisdom no longer publishes).
    There is lots of blame to go around, and while the roots lie back in the late 80's/90's, the current administration has exhibited a retreat from traditional Republican fiscal responsibility; a tradition I strongly support.
    Thanks to the tax cuts we might just be making a few more dollars, but at the rate we're going, it will take a wheelbarrow-load of them to buy a coffee and a danish anywhere outside of the US! In real terms, are we better off now that we were in the 1980's???
    Anyway, what was it that pundit said back in the 60's... "All governments are run by crooks and liars, and you should never believe a word they say"... or words to that effect.     Reply
  • commenter
    sunrises
    Apr 21 03:42 PM
    Wall Street Breakfast: Must-Know News [view article]
    Hi Eli:

    Agree. Tech Industry as a whole does well as there cash balances are high. Most companies in this position have a very nice strength in our global market.

    EMC with its high cash balance gives them the safety and ability in these uncertain times. The recent news of the company receiving an award for world leader in information infrastructure solutions gives them a greater strength. Wouldn’t this follow-through with an increase of share price back to $19-20?
    Reply
  • commenter
    Socialism
    cannot
    compete!
    Apr 21 02:30 PM
    Why It's Time to Be Invested in the New Recession [view article]
    Mr. Hawthorne, I don't believe htroute66 said that the current admin has done perfectly economically. Yet it remains true that they have gotten a couple things right: a) the tax cuts were *not* just for the wealthy (i'm a middle income guy, and it made a difference for me), though the Dems would have everyone think so; and b) the lowering of the cap gains tax likewise does *not* benefit only the wealthy - 80% of those reporting cap gains in recent years have been middle-income folks.

    Meanwhile, Obama's plan is not merely a graduated tax plan, but wealth redistribution...an undermining of the entire capitalist economic system. What both he and Hilary (well, most Dems, really) fail to recognize is that there is no perfect system, but that crippling capitalism by excessive redistribution does *not* minimize the number of poor - it instead increases it due to lost incentive!

    So what really ought to happen? We are all overtaxed! And the only way that gets back to where it should be is across-the-board tax cuts. The budget has to be balanced...and frankly, this should not be the issue that is appears to be! We all know that excessive bureaucracy never makes any program cheaper. There are plenty of federal offices and bureaus that do not need to exist (Um...the IRS comes to mind!? How about a simpler tax code and can two-thirds of that bureau? What does the DOE really do? That can't or should not really be done at the state levels...or lower?? Etc. etc. etc.) There is so much waste and so many socialized services and programs that really ought not to be such - I firmly believe that we have reached the point where we are all better off fiscally to cut them and put the dollars back in citizen pockets where the *choice* is back to each of us to spend those dollars where we most need or want to! Hmmm...that sounds strangely like a restoration of freedom! Not to mention fiscally sound.     Reply
  • commenter
    atauber
    Apr 21 01:38 PM
    Why It's Time to Be Invested in the New Recession [view article]
    if BAC comes out with losses and the stock barley losses anything then this already priced in the money so if after this qurter they start making money the sky is the limit for all these shorters Reply
  • commenter
    globalmacro
    Apr 21 12:31 PM
    Why It's Time to Be Invested in the New Recession [view article]
    after reading karchad's commentary and the use of the words "agin'" and "fer", ive turned completely bearish and i'm now 100% short. this was clearly a sign that the worst isnt over. haha. Reply
  • commenter
    karchad
    Apr 21 12:23 PM
    Why It's Time to Be Invested in the New Recession [view article]
    not only should you be buying companies unaffected by the turmoil, but it is precisely the time to buy the "turmoil" sectors of financial and homebuilders. if everyone's agin' it, then i'm fer it! Reply
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