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rcpatrick5443

rcpatrick5443
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  • The Irony Of IBM's Buyback Program After The Revenue Miss [View article]
    I appreciate your making these points and add that it seems too much is being made of the "disappointing" last two earnings reports when IBM actually improved its profits in each case though revenues were below expectations. There's no getting around IBM's disappointing drop in stock price and that fact that it carries substantial debt, but some negative comments may be misleading people into thinking that IBM is weakened. As these statistics suggest, there are lots of reasons to continue acquiring and IBM stock:

    F.A.S.T. Graphs

    IBM Accenture Oracle

    Growth Rate 11.3% 2.1% 18.4%

    Expected Earn. Rate 10.2% 12% 10%

    2018 Price Targets $405.71 $115.42 $63.29


    MSN MONEY Expected Earnings Rates

    IBM Accenture Oracle

    2014 7.2% 9.4% 8.3%

    5-Year 8.7% 9.4% 12.1


    SEEKING ALPHA:

    IBM Accenture Oracle

    Rev. Growth -4.2% 2.1% 2.3%

    Gross Margin 53.1% 29.3% 82.9%

    Cash Flow 50,550M 4,081M 13,991M

    Free Cash Flow 8,643M 1,858M 8,203M

    EPS $14.39 $4.99 $2.31

    Cash/Share $8.73 $8.79 $4.31

    Dividend Yield/Payout 2.2%/25% 2.6%/32% 1.5%/16%

    ROE 81.2% 71.7% 25.5%

    R v Industry 262.8% 165.2% 134.6%

    ROA 13.8% 21% 12.8%
    Oct 20, 2013. 09:14 AM | 3 Likes Like |Link to Comment
  • With IBM Down, Buy And Sleep Sound Like Buffett [View article]
    Good article and advice. In the long run, which is what I'm interested in, IBM is likely to surprise everyone -- including Buffet -- with its upside.
    Oct 18, 2013. 02:39 PM | 3 Likes Like |Link to Comment
  • Revisiting Warren Buffett's IBM Investment Rationale [View article]
    Just one of IBM's many exciting developments is the IBM Watson technology that enables medical professionals to gain speedy access to sift through a phenomenal range of data (which is constantly being improved and updated) to support providing timely and appropriate medical diagnostics and treatment options. We may see the day when to have had access to IBM Watson but not to have used it could constitute medical malpractice. IBM would then have a distinctive moat.

    http://bit.ly/16knfFO
    Oct 18, 2013. 08:02 AM | 1 Like Like |Link to Comment
  • IBM: We've Been Here Before, And It's The Moment Buyers Get Rich [View article]
    7612841

    I think that if you take some time to read about IBM's current projects and contracts, you will see that it is, in fact, very little like its hardware-oriented "dinosaur" past and has become one of the world's top innovators.
    Oct 17, 2013. 10:33 AM | 2 Likes Like |Link to Comment
  • IBM: We've Been Here Before, And It's The Moment Buyers Get Rich [View article]
    Thanks for the good article, Tim. I enjoyed the price drop today to pick up more shares. Some people seem preoccupied with earnings. I expect that they'll pick up as IBM further consolidates its amazing and fast-growing contracts and business collaborations around the globe. Its earnings keep rising, and the price will eventually follow.
    Oct 17, 2013. 10:14 AM | 3 Likes Like |Link to Comment
  • Don't Let The Shutdown Scare You From Ford [View article]
    Thanks. I share your enthusiasm.
    Oct 15, 2013. 04:05 PM | Likes Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    This is a very interesting article that focuses on and beyond Apple to look at the ways that emerging technology is cutting costs and probably producing better outcomes for patients at a time that we are all focused on the changing face and mechanisms of healthcare. I heartily agree that Apple stands to be the enterprise choice. Microsoft used to be -- albeit grudgingly for many of us who worked in Microsoft-only environments -- but the use of iPhones and iPads by children, youth, and young adults leads me to think that the future will be dominated far more by Apple than Microsoft.
    Oct 15, 2013. 10:06 AM | 1 Like Like |Link to Comment
  • How This Ends [View article]
    Nice piece, Dana -- insightful, candid, calming, and political but not partisan.
    Oct 14, 2013. 12:36 PM | 1 Like Like |Link to Comment
  • European automobile market: Beware of taking on the Germans [View news story]
    What are Neil Winston's credentials for making this pompous statement? And what's with the weird phrase, "guilty of falling for the temptation to move more models into the European upscale market?"
    Is this from The Onion?
    Oct 12, 2013. 10:49 AM | Likes Like |Link to Comment
  • Microsoft Should Buy Nvidia [View article]
    I enjoy your distinctive point of view and the quality of thinking and writing in your postings. Thanks.
    Oct 11, 2013. 12:25 AM | 1 Like Like |Link to Comment
  • How To Profit From Resurgent Global Car Sales [View article]
    This is a very interesting, detailed, and helpful article that adds to and reinforces the factors that led me to invest. Thank you!
    Oct 10, 2013. 12:38 AM | Likes Like |Link to Comment
  • Ford's road in China keeps getting smoother [View news story]
    I am long F and encouraged by its estimated earnings growth at F.A.S.T. Graphs of 11.8%. At MSN Money, F earnings have positively surprised each quarter since June of 2012 and are estimated to grow 14.7% in 2014 and at a rate of 11.6% for the following five years.
    Oct 9, 2013. 02:10 PM | 2 Likes Like |Link to Comment
  • What Is Due Diligence? Here's How I Do It [View article]
    Thanks for the clear, patient, and very helpful overview of your impressively complex and time-consuming process. I like and value using F.A.S.T.graphs and appreciate all of the thought and work that you have put into the system.
    Oct 9, 2013. 08:53 AM | 2 Likes Like |Link to Comment
  • Ford's Next Fusion Might Take The Crown From Toyota's Camry [View article]
    Good article. I think it's fair to Toyota and sensibly upbeat on Ford. Thanks --
    Oct 8, 2013. 10:41 AM | Likes Like |Link to Comment
  • Leading Croatian IT Solutions Provider Avalon Selects IBM System x for Cloud Services [View article]
    It's great to see this and many other international relationships and collaborations that IBM is developing.
    Oct 3, 2013. 10:28 AM | Likes Like |Link to Comment
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