International Business Machines Corp. (IBM)
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IBM Forum Topics
- All Comments on IBM
- General Discussion on IBM
- Microsoft: In Need of Focus [view article]
- Dow 30 Performance Since 7/15 [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Clearance Sale on Windows Servers in Q1? [view article]
- IBM Still Looks Cheap at $130 [view article]
- Investing in Dividend Paying Companies [view article]
- Who Will Crack the CIGS Nut in Thin Film? [view article]
- Market Rotation Bolsters Financials - Fast Money Recap (7/18/08) [view article]
- 20 Top Sustainable Stocks [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Financials Fly High - Fast Money Recap (7/16/08) [view article]
- Options Trader: Thursday Outlook [view article]
Recent IBM Articles
- Microsoft: In Need of Focus
- Dow 30 Performance Since 7/15
- Understanding Metastorm's IPO as an Investment Opportunity
- Wall Street Breakfast: Must-Know News
- IBM Still Looks Cheap at $130
- 20 Top Sustainable Stocks
- Wall Street Breakfast: Must-Know News
- Earnings Preview: IBM
- Options Trader: Thursday Outlook
- Welcome to Massive-Earnings Thursday
- Full List of Articles »
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Wall Street Breakfast: Must-Know News [view article]
"In the face of Apple's (AAPL) successful 'Get A Mac' ad campaign, Microsoft is preparing its own campaign touting Windows Vista."I can hardly wait. They'lll probably get some dude who looks like John Hodgeman and squeeze him into a black T-shirt, to be more "hip".
Or maybe they'll launch a viral campaign, featuring a secret "Warez" edition of Windows XP if you promise to buy a retail copy of Vista. Reply
Dow 30 Earnings Reports [view article]
This is about the most useless article I've seen yet! ReplyDow 30 Price Targets - Too Much Optimism? [view article]
blair is a clever comment - acting on it needs nerves ReplyDow 30 Price Targets - Too Much Optimism? [view article]
My put is that the Dow average is going down to the 2002-03 bear market level, say 7500.Which stocks are going to be the principal 'droppers' that will cause the above forecast to come true implies those stocks that have not been hit too hard so far.
If the above assumption is correct, the financial stocks will bottom out price wise in the recent levels. Reply
Dow 30 Price Targets - Too Much Optimism? [view article]
Only 3 of the 30 showed marginal gain YTD....and that was last week. Brutal year so far. ReplyDow 30 Price Targets - Too Much Optimism? [view article]
I guess it depends on your time line. "C" at a target of $23 over the next 12-15 months is out there, but not unbelievable. The largest gains are made by buying near the bottom. I agree that you should never listen to the sell-side analysts. ReplyDow 30 Price Targets - Too Much Optimism? [view article]
Citibank and these other companies need to figure out how much the crap on their books is worth. That's It. ReplyDow 30 Price Targets - Too Much Optimism? [view article]
Who ever listens to analysts for price guidance anyways -in volatile times like today, these guys are just happy they are hanging on to their jobs. Very few if any, are willing to stick their neck out to provide real thought leadership on the direction of the market/industry and real company specific earnings guidance. ReplyGetting It Wrong: Analysts Contribute to the Current Downturn [view article]
It is fairly common to see analysts slammed with incompetence when the market downturn hits.Truth is, some of us are doing an honest job. Macro conditions deteriorate, and we adjust our assumptions. I have been doing just that over the past six months, and clients who listened greatly benefited.
Don't forget that tech is, at least for the consumer side of it, purely discetionary consumer spending and, as such, will definitely be affected by the current macro environment. For those that depend on corporate spending, same applies. The situation may be somewhat different (but not necessarily better) for those that depend on the capex of telecoms operators. In any case, thinking that the relation between tech and oil prices / housing crash is tenuous is rather naïve.
That said, some valuations in tech seem to me rather attractive after the current correction, and certainly more long-term buys abound in techland than among over-hyped commodity plays (and yes, solar is one of them, sorry stockaccumulator, I have met many of your peers roughly eight years ago in tech!)
Reply
Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
Based on your wonderful CITIGROUP EXPERTS....i have a question.Which do you think will go bankrupt first UBS OR Citigroup, as for me its truly a tossup? Reply
Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
It really comes down to this.Look at the Major Players in the Industry, like MER.
They have taken major hits.
WHY aren't insiders Buying? Reply
Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
I believe that that the analysts have it wrong but I think they are way too optimistic. I think we are in the peak oil death spiral where people stop driving and flying, forcing huge layoffs which domino those who depend on auto/airline workers for their livelyhood. I don't think your average stock broker has a clue how much trouble is going to be caused by skyrocketing oil prices. ReplyGetting It Wrong: Analysts Contribute to the Current Downturn [view article]
notsosmart. you seem pretty smart to me. when hillary was still clinging it was like the mountain dew tug o war commercial. different flavors but all the same brand. still i retain hope that americans will wake up. Replyator
Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
Nice article, but one stock the analysts will have it right in the very near future: (SOL) Renesola is an amazing buy for first thing Monday morning ... all the analysts actually love SOL...Even Zacks published this (see below article) 7 trading days ago about Renesola (SOL), when the price was bouncing around at about $20.
Zacks Rank in Industry 1 of 44... the best of all solars. Thats number one...
See Zacks' site.
This in addition to Investors Business Daily June computer ranking of SOL as the 4th best company (not just solars but the whole world, every company) to invest in... and in addition to Piper Jaffray's amazing careful on site research on SOL.
Piper Jaffray's article in June practically audited SOL, and its clean balance sheet, and they love it. They don't put their name on just any company.
Last week's drop was clearly a case of throwing the baby (amazing SOL) out with the bathwater to raise cash to feel good before the July 4th weekend... No news on SOL, just bullish: New rediculous cost of oil, and local and national governments worldwide jumping on the Solar bandwagon...
Note that SOL actually sells to other solars, and has a unique method of production and supply, recycling for creation of its product... a unique process and company.
I trust all three combined, Zacks, IBD, and Piper Jaffray.
Read this quote from Zacks last week:
"Through its history, ReneSola regularly adapted to changing market dynamics. The company is aggressively ramping up its polysilicon and solar wafer production capacities. Going forward, increased captive generation of polysilicon will improve its cost structure and enable wafer capacity expansions. Globally, rising solar wafer sales, along with escalating crude and long-term supply agreements, should collectively generate significant earnings growth. Buoyed by these positive factors and
impressive results, SOL increased its 2008 production
output and sales guidance. Accordingly, with a
bullish outlook and an attractive relative valuation, we initiate coverage of SOL with a BUY recommendation and a six-month target price of $24.25, representing 27.2% upside potential."
Note: today, at $13 SOL upside would be perhaps 40% ... Zacks published this above article 7 trading days ago when SOL price was much higher... other analysts have targets of $40, some at $55...
Time to run to your laptop and buy SOL fast... Reply
Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
So, when analysts are pushing stocks up like they did in the Tech. Bubble that was okay because stocks were going up. But now, its not okay for them to be negative because stocks are going down.Everyone wanted them to be more truthful, yet, now you want them to shut up.
I suggest you find all the Bullish Analysts, make a list and at the end of the year, see how much money they made for you.
IMHO, I expect to see the DOW approach 9,000 by years' end. It will be that high because of the commodity portion in it. That's only another 20% drop.
Meanwhile, the S&P...... look for the Low's of the decade to be revisited.
I started investing almost 40 years ago. The S&P at 15 times earnings was considered to be very overpriced. After time of the "Nifty Fifty" Bubble, it took the Dow a decade and 12% unemployment to finally start a sustained move to the upside. The Dow was trading at Book Value.
Bubbles top out when there is complacency, Commodities are still "climbing the Wall of Worry".
"Blood in the Streets" was another phrase used as the time to buy stocks. That aspect is yet to come for the Financials. I will buy Citi when it drops to $8.00. Reply