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Momintn

Momintn
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  • Argus upgrades IBM, cites valuation and margin growth potential [View news story]
    Besides the $175 price target, a fair value model could take it back above $200 again.

    Read more: Argus Weighs Upgrades IBM (NYSE: IBM) - 24/7 Wall St. http://tinyurl.com/ppb...
    Follow us: @247wallst on Twitter | 247wallst on Facebook
    Aug 28, 2015. 02:30 PM | Likes Like |Link to Comment
  • The Best Dividend Growth Stock In The Technology Sector [View article]
    Then why has LLTC lost more than IBM YTD?....my point exactly.
    Aug 27, 2015. 03:13 PM | Likes Like |Link to Comment
  • Intrinsic Valuation Of The S&P 500 [View article]
    I don't find it that interesting because the S&P 500 is made up of 500 stocks that may or may not grow earnings, buy back shares, raise their dividend, buy other companies, innovate new products, spin off business units. The S&P 500 is not grain or corn that varies in price depending on the weather. Besides we have had a very big sell off, and there is not one bit of negative US economic news. So it's up from here. Pick your price.
    Surprisingly a bear on Marketwatch agrees with me.
    http://yhoo.it/1MR56qU
    Aug 27, 2015. 03:09 PM | 3 Likes Like |Link to Comment
  • M&A Daily: A Day Late & A Dollar Short [View article]
    "The EMC (NYSE:EMC) board and management is considering getting acquired by VMware (NYSE:VMW)."

    This is weird because EMC owns 80% of VMW. Not sure how I would come out with my holdings in EMC. VMW has a high P/E and EMC is under-valued.
    Aug 27, 2015. 02:53 PM | 2 Likes Like |Link to Comment
  • The Best Dividend Growth Stock In The Technology Sector [View article]
    Everyone in the world uses IBM in some way, and I have no idea who uses LLTC. You are comparing apples to miracle fruit. If the stock market crashes again, you better be in stocks that will send your that dividend check every quarter.
    Aug 27, 2015. 02:34 PM | Likes Like |Link to Comment
  • 12 Attractive Fast-Growing Dividend Growth Stocks For High Total Return [View article]
    Many of these stocks are auto parts companies that hedge funds piled in instead of buying the big auto companies. I like GM's dividend yield much better and the valuation of GM is far more compelling than the auto parts companies.
    Revenue is expected to decline by S&P for DLPH and MGA, and very slightly for R.
    I moved accounts from RJF to TDA. Opening offices doesn't mean they have quality people or information.
    SNI has very high short-interest and global risk.
    The best stocks in this list imo are AAPL, GILD, TWX (I like DIS better), WHR.
    Just my opinion after spending a couple of hours on this.
    Aug 27, 2015. 02:26 PM | 4 Likes Like |Link to Comment
  • The Best Dividend Growth Stock In The Technology Sector [View article]
    Finviz has errors on its website. I emailed them Monday about the clearly obvious error on Sales Q/Q for GLW. They replied on Tuesday admitting to the error and have yet to fix it. It has been wrong for at least a year. You aren't going to get accurate numbers from them IMO.
    Aug 27, 2015. 12:41 PM | Likes Like |Link to Comment
  • The Best Dividend Growth Stock In The Technology Sector [View article]
    All revenue doesn't result in earnings. Look at Amazon. Increasing revenue and lower earnings.
    IBM is moving into higher value businesses. It may take another year but growth will return.
    People who pay high prices for growth without earnings are likely going to be very disappointed when it is time to retire.
    Aug 27, 2015. 12:32 PM | Likes Like |Link to Comment
  • Argus upgrades IBM, cites valuation and margin growth potential [View news story]
    Microsoft makes terrible investments; reported their worse quarterly loss ever with massive $7.6B write down for Nokia purchase last quarter. MSFT's P/E is 29 now which is extremely over-valued.
    And IBM has tweeted the security risks of downloading the Windows 10 update. ibm.co/1Dw2SLR There isn't any way I'm going to upgrade until I buy a new laptop with Windows 10 installed or a Mac.
    IBM had more cloud revenue than MSFT last quarter, IBM Bluemix gives access to IBM Watson and Apple ios apps.
    Aug 27, 2015. 12:26 PM | 1 Like Like |Link to Comment
  • Long-Term Favorites In This Market [View article]
    I'd be very careful about risk. I listened to El-Erian on Bloomberg this morning and he says to buy quality companies and not take risk in beta.
    Aug 27, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • Argus upgrades IBM, cites valuation and margin growth potential [View news story]
    "LESS THAN 90 DAYS after its acquisition of Blue Box, IBM has integrated its Blue Box Cloud Dedicated private-cloud-as-a-ser... into its broader portfolio of OpenStack® based solutions. The announcement, made today at the OpenStack Silicon Valley event, further highlights IBM’s continued support to deliver OpenStack solutions across all cloud deployment models—public, private and hybrid."
    Again you see how good IBM is with their acquisitions. You certainly can't say that about many of the other large tech companies.
    "Customers use Blue Box Cloud Dedicated to combine the performance and cost management benefits of private cloud with the ease of provisioning and operations support of public cloud. It offers a single management tool for OpenStack-based private clouds, regardless of location, bringing greater simplicity and consistency to the operation of public, private and hybrid cloud infrastructure globally."

    Key Benefits of Today’s News:

    Customers experience the benefits of open source private cloud powered by OpenStack, delivered on dedicated servers.
    Customers can consume OpenStack-powered infrastructure from a data center in their preferred geography, isolating data within SoftLayer's global data centers, driving down latency and improving application performance for their end users. This also provides customers with an easy entry point into hybrid cloud.
    Open source software gives customers greater choice, flexibility and a rapid innovation cycle of new features and capabilities.

    Yesterday http://bit.ly/1MQomFh
    Aug 27, 2015. 10:59 AM | Likes Like |Link to Comment
  • The Best Dividend Growth Stock In The Technology Sector [View article]
    Was First Trust one of the companies that couldn't figure out what the closing prices were on Monday?

    And I've found some problems with Finviz and other websites with screeners. If the numbers are wrong, then you miss the very cheap stocks. IBM is super cheap. I would own IBM before I would own any tech stock.
    Aug 27, 2015. 09:53 AM | Likes Like |Link to Comment
  • IBM's Currency Problems May Be Over [View article]
    Growth is just one factor in determining the worth of the stock. There are many more things to consider. If you want to buy a company that has navigated every technology change in the past 100 hundred years and leads in engineering innovation then you can own IBM for the next 100 hundred years. And regardless of the future growth, IBM is priced way below the market, the industry, and the sector, and below their historical valuation. Meanwhile you get 3.5% dividend yield.
    Aug 27, 2015. 09:45 AM | Likes Like |Link to Comment
  • IBM's Currency Problems May Be Over [View article]
    I'm sure they aren't taking into account currency. USD has lost some value since second quarter. I'm pretty sure his initial target was $135 and he almost got $140, so the jerk should be pleased with himself. Credit Suisse should be gone by now. There is no reason any of our DJIA stocks should have P/Es below the market. They are the best companies in the world.
    Aug 26, 2015. 04:53 PM | Likes Like |Link to Comment
  • I Own Southern Company And AGL Resources - Now What Do I Do? [View article]
    Cramer is buying ETP. I haven't looked into it.
    Aug 26, 2015. 04:38 PM | Likes Like |Link to Comment
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