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  • Micron: Memory, Oligopolies And Valuation [View article]
    MU has always owned the majority of IMFT joint venture with Intel, and is likely the company to be used by IBM in future 3D flash systems as they are now used in the 900 and the V9000.
    Here is another interesting article.

    Stock is very cheap if you are willing to buy it on weakness throughout the summer because I believe you will be rewarded in the 2nd half. I do not currently own the stock but it is a very cheap stock.
    Apr 1, 2015. 09:02 AM | 1 Like Like |Link to Comment
  • Warren Buffett Increases Berkshire Hathaway's Stake In IBM - Let's Analyze It [View article]
    Most people buy stocks because they are familiar with the company, the products, and ideas for future products. IBM is in a major change of direction into growth areas and new scientific inventions, and people are just beginning to understand this. There has been so much negativity, that when the stock turns, it's going to be swift, likely putting the nail in the coffin for Credit Suisse.
    Mar 31, 2015. 09:51 AM | 3 Likes Like |Link to Comment
  • 4.2% Dividend Duke Energy Should Benefit From The Dovish Fed And Growing Profits [View article]
    Utilities are out of favor because interest rates are expected to go up. However rates can't seem to go up because people keep buying treasuries and the Fed is slow because of the risks to the global economy. I don't know how much cheaper utilities can get so you should look into that, as far as historical valuations and yields.
    Mar 31, 2015. 09:40 AM | 4 Likes Like |Link to Comment
  • Why Is Home Depot Accelerating The Buyback Program? [View article]
    I'm coming around to the idea of more people looking for dividends. Certainly they should consider that many people are looking for investment income. But when you see the performance of the stock, you can see how buybacks work, unless the Wall Street media like Cramer turn against the company the way he did with IBM.
    Mar 31, 2015. 09:35 AM | Likes Like |Link to Comment
  • IBM to invest $3B in Internet of Things unit [View news story]
    Maybe they will just come to the conclusion that I have that much information is just to sell you something and the rest is opinion. If you want the truth, then you better know your sources.
    Mar 31, 2015. 09:29 AM | Likes Like |Link to Comment
  • IBM Spends $70 Billion To Retire $45 Billion Worth Of Shares [View article]
    Then I guess you can't own 75% of the S&P 500.
    Mar 31, 2015. 09:26 AM | Likes Like |Link to Comment
  • Micron: Q2 And The Road Ahead [View article]
    In February, IBM announced two new all-flash enterprise storage solutions -- the IBM FlashSystem V9000 and 900 arrays. IBM FlashSystem technology features Micron’s MLC flash chip technology exclusively. Micron TLC NAND will work its way into future IBM products.
    At interconnect 2/23/2015 Jamie Thomas, SVP and GM of IBM Storage took the stage and discussed IBM’s commitment to flash as the new storage media, citing 1000 new Flash customers and 4000 systems sold in 2014.
    Mar 30, 2015. 07:53 PM | 10 Likes Like |Link to Comment
  • 60 minutes piece highlights promise of cancer-killing viruses [View news story]
    IBM scientists are designing a DNA Transistor to Read DNA Molecules

    "IBM’s Watson is one busy machine. Already deployed to aid researchers and clinicians at several institutions, the “cognitive computer” is now helping oncologists at the Mayo Clinic in Rochester, Minnesota, to sift through reams of patient records and sort individuals afflicted with cancer into appropriate clinical trials. “In an area like cancer, where time is of the essence, the speed and accuracy that Watson offers will allow us to develop an individualized treatment plan more efficiently so we can deliver exactly the care that the patient needs,” Steven Alberts, chair of medical oncology at Mayo Clinic, said in a statement.
    The computer, which will become more efficient at the task of enrolling patients by learning more about the clinical trials matching process as it goes, will get to work at Mayo in early 2015. Versions of Watson are already being used to perform similar duties at the MD Anderson Cancer Center, the New York Genome Center, and Baylor College of Medicine."
    Mar 30, 2015. 02:00 PM | 1 Like Like |Link to Comment
  • IBM Spends $70 Billion To Retire $45 Billion Worth Of Shares [View article]
    "IBM has retired about $45 billion worth of shares"
    IBM has not retired shares. The shares are listed on the balance sheet under "treasury stock".
    Mar 30, 2015. 01:40 PM | Likes Like |Link to Comment
  • IBM: Correcting Misinformation Created By SA Contributor Josh Arnold  [View instapost]
    I only found your post by looking at stocktalk. It wasn't in my list under my portfolio. You make some good points. Why don't you just take out the mention of the author of the other article, and resubmit your article?
    You could even say very similar sentences as a positive with the correct wording. Just refer to the buybacks and the treasury shares as being an eye-popping amazing advantage to long-term investor.
    Some of the employees of Seeking Alpha have posted on the internet that their job consisted of writing articles that were in-line with the objective of their manager. You should just resubmit a positive article to see if they will put it in my portfolio's list. I have cut back using the site since I realized that the site is mostly for bears on US stocks.
    Mar 30, 2015. 11:40 AM | Likes Like |Link to Comment
  • EMC Shares Are Cheap And A VMware Spin-Off Could Still Be A Future Catalyst [View article]
    From S&P recent report:
    "➤ We expect revenues to rise 7% in 2015 and 5%
    in 2016, following a 5.2% increase in 2014. Despite
    our cautious stance about enterprise
    spending, we think growth will be driven by increased
    adoption of cloud computing and
    through its 80% position in VMWare (VMW 76
    ***). We are encouraged by new product developments,
    which should support growth momentum
    in the upcoming year. We look for EMC
    to gain market share due to its broad hardware/
    software offerings and increased presence in
    the small and medium-sized business segment."

    EMC has disappointed once in the last 3 years and that was 3rd quarter of 2013.

    S&P's price target for one year is $32. The stock is definitely a buy. S&P has it a 5 star stock.
    Mar 30, 2015. 09:22 AM | 1 Like Like |Link to Comment
  • EMC lower on Pac Crest downgrade; data lake platform launched [View news story]
    This is a good time to buy the stock. A couple of weeks from now no one is going to remember the downgrade. i have no idea who these analysts are or their performance. The forward P/E is 11. Almost all of the gains from last year are gone and the stock is down 13% ytd.
    Mar 27, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • GameStop talks stores on earnings call [View news story]
    See Transcript. Sounds interesting but I'm going to wait and see on this as an idea.
    Mar 27, 2015. 10:20 AM | Likes Like |Link to Comment
  • IBM Spends $70 Billion To Retire $45 Billion Worth Of Shares [View article]
    "The proportion of cash flow used for repurchases has almost doubled over the last decade while it’s slipped for capital investments, according to Jonathan Glionna, head of U.S. equity strategy research at Barclays Plc."
    From Factset: "Companies in the S&P 500 spent $125.8 billion on share
    repurchases during the fourth quarter, which was a year-over-year decrease of 4%."
    "Overall, 362 companies (or 72% of the index) participated in share buybacks during Q4 2014."
    From Bloomberg:
    "Buybacks have helped fuel one of the strongest rallies of the past 50 years as stocks with the most repurchases gained more than 300 percent since March 2009. "
    And I think we all know what happened in March 2009 and who to blame.
    "The S&P 500 Buyback Index is up 7.5 percent this year through Oct. 3, compared with the 6.5 percent advance in the S&P 500, after beating it by an average of 9.5 percentage points every year since 2009."
    Mar 27, 2015. 09:56 AM | 1 Like Like |Link to Comment
  • IBM Spends $70 Billion To Retire $45 Billion Worth Of Shares [View article]
    I think you should have to disclose that you are short the shares.
    Mar 27, 2015. 09:02 AM | Likes Like |Link to Comment