Seeking Alpha


Send Message
View as an RSS Feed
View Momintn's Comments BY TICKER:
Latest  |  Highest rated
  • IBM Will Provide Healthy Growth In High-Margin Businesses [View article]
    IBM Thinks it Can Make Your Food Safer
    Jan 29, 2015. 08:56 PM | Likes Like |Link to Comment
  • Amazon +8%; EPS beat, margin gains overshadow revenue softness [View news story]
    And IBM's free cash flow for 2014 was $16.87B.
    Jan 29, 2015. 08:18 PM | Likes Like |Link to Comment
  • Corning: Are The Yields Maxed Out? [View article]
    Another good Corning article:
    New facility and hiring.
    Growth in fiber to the home in both US and abroad.
    New glass named Iris unveiled at CES.
    Jan 29, 2015. 01:43 PM | Likes Like |Link to Comment
  • Corning: Are The Yields Maxed Out? [View article]
    Corning is down because of XLI.

    Zacks added GLW to their strong buy list today.

    Here are some more reasons why:
    Optical Communications sales were $676 million, a 12% increase from last year's fourth quarter. Q4 performance was better than expected, Corning says, as North American fiber-to-the-home sales grew 64%.

    Read More At Investor's Business Daily:
    Follow us: @IBDinvestors on Twitter | InvestorsBusinessDaily on Facebook
    Jan 29, 2015. 01:11 PM | Likes Like |Link to Comment
  • Is It Time For Investors To Forgive Banks? S&P 500 2015: Part 4A [View article]
    I can invest quite well without directly owning banks. And I probably have enough of them in my mutual funds. So good luck to you who are willing to forgive them.
    Jan 29, 2015. 12:37 PM | 2 Likes Like |Link to Comment
  • Corning: Are The Yields Maxed Out? [View article]
    Corning has given up all of the gains from the earnings release and is a buy right here. They are going to have an amazing 1st quarter with gorilla glass in the galaxy 6 and gorilla glass 4 in the galaxy 6s, iphones and ipads, all of the tvs, lcds, and smartphones, and new technology in all of the touch displays, and fiber-optic cables and copper connections while gaining the benefit of their integration of TR Manufacturing. This is a stock you want to own. It is probably down today in sympathy with Samsung, but it isn't going to last. Corning is a great company with a forward P/E of 15.

    Read this:
    Jan 29, 2015. 12:16 PM | 1 Like Like |Link to Comment
  • Unless Buffett Has Gone Gecko He Is Wrong About IBM [View article]
    Including the last two years. It all depends on your time frame. If you are in the market for two years, you shouldn't be in the market at all.
    Jan 29, 2015. 12:04 PM | 1 Like Like |Link to Comment
  • Unless Buffett Has Gone Gecko He Is Wrong About IBM [View article]
    Since Jan 4, 1993, IBM has had an annualized gain of 13.35%, returning a total 1,473.73%.
    Jan 29, 2015. 11:38 AM | Likes Like |Link to Comment
  • Unless Buffett Has Gone Gecko He Is Wrong About IBM [View article]
    The more Amazon added AWS users, the more money they lost. Amazon would have been better off to stay out of the cloud.
    Jan 29, 2015. 11:34 AM | Likes Like |Link to Comment
  • Unless Buffett Has Gone Gecko He Is Wrong About IBM [View article]
    I think you are quite naive to think that IBM is the only company with employees or ex-employees who are not happy. I have heard from someone living in Atlanta that Microsoft employees are very unhappy and have been for many years. No ones job is secure. Look at this recent article which states that 2014 was the worst year for job cuts in the technology sector since 2009.
    If someone has a website, then they are going to get posts from all of those layed-off workers. IBM is not mentioned in the article. I have read that IBM layed off Indian workers (who do speak English, assume American names, and post on the internet) and hired American workers. In this article:
    "Corporate restructuring at big tech firms like Hewlett-Packard and Microsoft pushed the number of jobs eliminated in tech fields to 100,757, a rise of 77 percent over 2013." That's why Wall Street loved HP and MSFT in 2014, not because of their innovation or restructuring was complete.
    "Cisco Systems, Intel and Symantec were among the other firms who announced large-scale layoffs during the year."
    Look at the performance in 2014 for those 5 companies, and decide for yourself if Wall Street likes layoffs. I watch stocks soar every day after an employment reduction is announced.
    Roughly in 2014:
    MSFT up 24.5%
    HPQ up 42.3%
    On PCs which clearly are selling less? Remember Dell...
    CSCO up 26.3%
    INTC up 41.7%
    SYMC up 11.3%
    Clearly Wall Street loves layoffs. None of those companies make their money primarily from all those smartphones nor facebook nor auto sales nor new subscriptions to some internet provider. The stocks went up because they layed off the most people since 2009.
    Listening to anonymous people on the internet who are unhappy is about the worst way to make an investment decision that I can think of.
    Jan 29, 2015. 11:18 AM | Likes Like |Link to Comment
  • Recent Buy: IBM [View article]
    I think the market is ignoring the fact that IBM has come out with a new mainframe that is a major cloud contender and could replace rooms full of x86 servers and the IBM Power8 servers give better price performance. Clearly the media, both CNBC and social media, has helped those who shorted the stock, but a P/E of 9 is just not warranted for a company who leads in all the growth categories of cloud, mobility, security, big data, and analytics. Today news that Gartner has IBM a leader in Security.
    Jan 29, 2015. 10:42 AM | Likes Like |Link to Comment
  • Homebuilders on the rise after Pulte and Ryland results [View news story]
    Ryland is the cheapest stock and the one that is improving the most, so I don't know why it can't go back to its highs.
    Jan 29, 2015. 10:31 AM | Likes Like |Link to Comment
  • Credit Suisse resets expectations on American Airlines Group [View news story]
    Not sure anyone cares what Credit Suisse thinks. They are going bankrupt and selling off divisions as fast as they can.
    Jan 28, 2015. 09:15 AM | 3 Likes Like |Link to Comment
  • Fuel costs down 17% for American Airlines in Q4 [View news story]
    The P/E is 9.5. The forward P/E is 5.3. 77% growth rate in EPS in 2015. I can't see any reason to sell AAL. Just pick your prices to buy. I'm hoping to buy more shares around $50. I may take some profits at $58 but I usually just hold after re-evaluating.
    Jan 27, 2015. 11:16 AM | Likes Like |Link to Comment
  • Corning beats by $0.07, beats on revenue [View news story]
    Good news for Corning. I'm holding my shares.

    (S&P Capital IQ) Print
    We raise our '15 operating EPS estimate by $0.06 to $1.59 and initiate '16's at $1.66. We increase our 12-month target to $26 from $22, on a P/E near peers and GLW's 10-year historical average. GLW posts Q4 operating EPS of $0.45 vs. $0.29, beating our $0.38 estimate. Sales rose 29%, better than we anticipated, on higher demand from Display Technologies. While we see seasonal Q1 softness in LCD glass volume, we expect improving end-demand thereafter on modest pricing declines. We remain optimistic about Optical Communications and Environmental Technologies growth prospects.
    Jan 27, 2015. 09:58 AM | Likes Like |Link to Comment