Seeking Alpha

Momintn

Momintn
Send Message
View as an RSS Feed
View Momintn's Comments BY TICKER:
Latest  |  Highest rated
  • Investors Should Be Concerned About Gilead [View article]
    An article which says Gilead has the potential of getting $10B in revenue while Abbvie gets $3B.
    http://bit.ly/1tgRh8F
    Nov 25, 2014. 01:03 PM | Likes Like |Link to Comment
  • Be Careful With Gilead - It May Be Time To Take Profits [View article]
    Looks like Gilead is going to get $10B in revenue while ABBV is going to get $3B if approved according to this other article. I would stick with Gilead.
    http://bit.ly/1tgRh8F
    Nov 25, 2014. 12:56 PM | 1 Like Like |Link to Comment
  • Investors Should Be Concerned About Gilead [View article]
    You never know how many pessimistic articles will be written by people who are paid by hedge funds who are short nor can you pick a bottom. Look what the bears did to IBM. But if you are in a stock for the long haul and it is reasonably priced, just keep buying on the dips and it will average out in the long term. If you don't want to buy more shares, I certainly wouldn't sell the shares this cheap.
    Nov 25, 2014. 12:07 PM | Likes Like |Link to Comment
  • New IBM Mobile Services Tap Analytics and Cloud to Drive Workforce Productivity and Customer Satisfaction [View article]
    IBM is the leader in Mobility Services according to Gartner.

    Another article on the same announcement.
    http://bit.ly/1uU0Sac
    Nov 25, 2014. 11:02 AM | Likes Like |Link to Comment
  • The TJX Companies: Mixed Q3 Earnings Has Sent Shares Lower, Is Now The Time To Consider? [View article]
    Rost is over-owned by hedge funds and is over-valued. Stay away from it or else they will just sell it to you before it drops.
    Nov 25, 2014. 12:41 AM | Likes Like |Link to Comment
  • Investors Should Be Concerned About Gilead [View article]
    It's the Fastmoney CNBC crowd. Abbvie has already run and is way too expensive. Don't buy the stock from their hedge funds.
    Nov 25, 2014. 12:32 AM | Likes Like |Link to Comment
  • IBM: Valuation Scenarios Using The Dividend Discount Model [View article]
    The mainframe is the server for the hybrid cloud. You can do both: run your inhouse transaction-heavy processing and run any application the business chooses to run in the IBM cloud.
    I do not work for IBM. I am a shareholder.
    Nov 25, 2014. 12:19 AM | 1 Like Like |Link to Comment
  • Apple + IBM Partnership 2: Implications [View article]
    There is going to be a short squeeze in IBM's stock when those 100 apps come out.
    Nov 25, 2014. 12:12 AM | 1 Like Like |Link to Comment
  • Investors Should Be Concerned About Gilead [View article]
    I've been waiting on some of these biotechs to come down in price. Looks to me like Gilead is at a better price now.
    CNBC reports hedge funds are short Gilead. May be a good time to go long. Hedge funds have had poor performance. You probably should buy the stocks they are short.
    http://cnb.cx/1yaj8Nc
    Nov 25, 2014. 12:07 AM | 1 Like Like |Link to Comment
  • 3 Blue-Chip Stocks To Consider [View article]
    GS strategist David Kostin tells Barrons that investors should buy stocks that trade less frequently like IBM and so offer an “illiquidity risk premium.” Since 1985, stocks with the lowest share turnover—the average daily volume over 12 months, divided by all shares outstanding—have outperformed those with the most by 8 percentage points annualized, Kostin says. That’s not as risky as it sounds, since stocks that meet those characteristics include such names as Johnson & Johnson (ticker: JNJ), Procter & Gamble (PG), Berkshire Hathaway (BRK.B), General Electric (GE), and IBM (IBM). All have turnover rates of 0.4% or lower.

    http://bit.ly/1ya61eM
    Nov 24, 2014. 10:28 PM | 2 Likes Like |Link to Comment
  • Credit Suisse looks for the next spinoff candidates [View news story]
    Maybe Credit Suisse can spin itself off before it goes bankrupt.
    Nov 24, 2014. 04:01 PM | 12 Likes Like |Link to Comment
  • Today's Market: Mergers And Rumors Pushing Stocks Higher [View article]
    There is a rumor that Icahn will reveal he owns IBM shares.
    Nov 24, 2014. 01:16 PM | Likes Like |Link to Comment
  • 3 Blue-Chip Stocks To Consider [View article]
    There is a rumor that Carl Icahn will reveal a stake in IBM. This stated on theflyonthewall.com, ransquawk.com, and b4thestreet.com
    Nov 24, 2014. 12:54 PM | Likes Like |Link to Comment
  • IBM: Valuation Scenarios Using The Dividend Discount Model [View article]
    The IBM zEnterprise System (zEnterprise), announced in July 2010 with the z196 model, was designed to offer both mainframe and distributed server technologies in an integrated system.(Wikipedia) During IBM's second-quarter 2013 financial call, IBM said sales of its System z mainframes rose 10 percent compared to the same period of 2012, making it the only part of IBM's server business to actually see a revenue increase. The last new Z mainframe was announced in July 2013. I believe that a new mainframe announcement will be made in July of 2015.
    Why do companies buy mainframes? There are many reasons but the primary reason is that IBM mainframes maintain backward capability and can run many programs that are even over 5 decades old. Companies do not lose their investment in applications development when they buy a new IBM mainframe.
    Nov 21, 2014. 11:17 AM | 2 Likes Like |Link to Comment
  • IBM: Valuation Scenarios Using The Dividend Discount Model [View article]
    No one may want to own the stock now but that may change when the new mainframe ships next year.
    Nov 21, 2014. 10:52 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
4,139 Comments
3,172 Likes