<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/">
  <channel>
    <title>Momintn's Comments</title>
    <description>Momintn's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/380141/comments</link>
    <item>
      <title>Will Caterpillar Bulldoze My Portfolio Higher?</title>
      <link>http://seekingalpha.com/article/1447331/comments?source=feed#comment-19042461</link>
      <guid isPermaLink="false">19042461</guid>
      <content>
        <![CDATA[Today CAT bounced off of the 200 dma and if it stays this way for a few days that's a good sign for the bulls.  2013 is not going to be a good year as far as earnings.  Are they buying back shares this year?  2014 is suppose to be better.  I would be averaging my purchases if I wanted to own the stock throughout the year.]]>
      </content>
      <pubDate>Mon, 20 May 2013 16:16:56 -0400</pubDate>
      <description>
        <![CDATA[Today CAT bounced off of the 200 dma and if it stays this way for a few days that's a good sign for the bulls.  2013 is not going to be a good year as far as earnings.  Are they buying back shares this year?  2014 is suppose to be better.  I would be averaging my purchases if I wanted to own the stock throughout the year.]]>
      </description>
    </item>
    <item>
      <title>A Weird Misconception About IBM</title>
      <link>http://seekingalpha.com/article/1390871/comments?source=feed#comment-18617891</link>
      <guid isPermaLink="false">18617891</guid>
      <content>
        <![CDATA[You mean lack of revenue &quot;growth&quot; which is what pundits on tv are pushing right now.  If IBM had kept all the hardware businesses that it has sold, it would have more revenue.  But back then the pundits were focusing on margins.  You can't have it both ways.]]>
      </content>
      <pubDate>Thu, 09 May 2013 09:03:21 -0400</pubDate>
      <description>
        <![CDATA[You mean lack of revenue &quot;growth&quot; which is what pundits on tv are pushing right now.  If IBM had kept all the hardware businesses that it has sold, it would have more revenue.  But back then the pundits were focusing on margins.  You can't have it both ways.]]>
      </description>
    </item>
    <item>
      <title>Equity Analysis Of IBM</title>
      <link>http://seekingalpha.com/article/1406011/comments?source=feed#comment-18605641</link>
      <guid isPermaLink="false">18605641</guid>
      <content>
        <![CDATA[I can't recall a time when the financial media has been optimistic about  IBM.]]>
      </content>
      <pubDate>Wed, 08 May 2013 21:21:55 -0400</pubDate>
      <description>
        <![CDATA[I can't recall a time when the financial media has been optimistic about  IBM.]]>
      </description>
    </item>
    <item>
      <title>The DOJ has launched a bribery probe on IBM (IBM +0.9%) regarding corruption allegations in Poland, Bangladesh, Argentina, and Ukraine, the company discloses in its Q1 10-Q. The probe comes on top of an SEC bribery case against IBM's activities in China and South Korea, which Big Blue is trying to settle. Separately, Warren Buffett says he won't be selling his IBM shares, and may buy more "from time to time." (Microsoft investigation)</title>
      <link>http://seekingalpha.com/currents/post/997531?source=feed#comment-18603251</link>
      <guid isPermaLink="false">18603251</guid>
      <content>
        <![CDATA[You missed the one IBM won.<br/><br/>&quot;USPS, IBM Beat Kiosk Patent Infringement Suit In Fed. Circ.<br/><br/>Share us on:TwitterFacebookLink... Bill Donahue<br/><br/>Law360, New York (May 08, 2013, 3:10 PM ET) -- The Federal Circuit ruled Wednesday that IBM Corp. and the U.S. Postal Service haven't infringed a patent for automated shipping by offering customers self-service postal kiosks, affirming a lower court's findings.<br/><br/>The appeals court rejected arguments from Uship Intellectual Properties LLC that said a lower court judge had misconstrued a key aspect of the company's U.S. Patent Number 5,831,220, thereby leaving intact the judge's ruling that the kiosks — used by USPS and built by IBM — didn't infringe the patent.&quot;]]>
      </content>
      <pubDate>Wed, 08 May 2013 20:14:50 -0400</pubDate>
      <description>
        <![CDATA[You missed the one IBM won.<br/><br/>&quot;USPS, IBM Beat Kiosk Patent Infringement Suit In Fed. Circ.<br/><br/>Share us on:TwitterFacebookLink... Bill Donahue<br/><br/>Law360, New York (May 08, 2013, 3:10 PM ET) -- The Federal Circuit ruled Wednesday that IBM Corp. and the U.S. Postal Service haven't infringed a patent for automated shipping by offering customers self-service postal kiosks, affirming a lower court's findings.<br/><br/>The appeals court rejected arguments from Uship Intellectual Properties LLC that said a lower court judge had misconstrued a key aspect of the company's U.S. Patent Number 5,831,220, thereby leaving intact the judge's ruling that the kiosks — used by USPS and built by IBM — didn't infringe the patent.&quot;]]>
      </description>
    </item>
    <item>
      <title>Equity Analysis Of IBM</title>
      <link>http://seekingalpha.com/article/1406011/comments?source=feed#comment-18531181</link>
      <guid isPermaLink="false">18531181</guid>
      <content>
        <![CDATA[The board authorized a $5 billion increase to IBM’s share repurchase program, boosting the company’s total authorization to $11.2 billion.<br/>IBM also said it anticipates requesting an additional increase to the buyback plan at the October board meeting.<br/>The company said it has reduced its share count by one-third since early 2000, returning more than $150 billion to shareholders via dividends and buybacks.<br/>Read more: <a rel='nofollow' target='_blank' href='http://fxn.ws/16SkHTu'>http://fxn.ws/16SkHTu</a><br/>Buffett isn't selling his shares.  Are you suggesting that people sell Berkshire shares?  I think it is a bad idea to sell shares in a stock when the company is buying.]]>
      </content>
      <pubDate>Tue, 07 May 2013 09:27:23 -0400</pubDate>
      <description>
        <![CDATA[The board authorized a $5 billion increase to IBM’s share repurchase program, boosting the company’s total authorization to $11.2 billion.<br/>IBM also said it anticipates requesting an additional increase to the buyback plan at the October board meeting.<br/>The company said it has reduced its share count by one-third since early 2000, returning more than $150 billion to shareholders via dividends and buybacks.<br/>Read more: <a rel='nofollow' target='_blank' href='http://fxn.ws/16SkHTu'>http://fxn.ws/16SkHTu</a><br/>Buffett isn't selling his shares.  Are you suggesting that people sell Berkshire shares?  I think it is a bad idea to sell shares in a stock when the company is buying.]]>
      </description>
    </item>
    <item>
      <title>Big Blue Was Battered And Bruised, But Isn't Down For The Count</title>
      <link>http://seekingalpha.com/article/1405111/comments?source=feed#comment-18523481</link>
      <guid isPermaLink="false">18523481</guid>
      <content>
        <![CDATA[You should read this article which explains another reason why P/B should not be used to value companies who buy back their shares.<br/><a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/r2od'>http://seekingalpha.co...</a>]]>
      </content>
      <pubDate>Tue, 07 May 2013 02:08:59 -0400</pubDate>
      <description>
        <![CDATA[You should read this article which explains another reason why P/B should not be used to value companies who buy back their shares.<br/><a rel='nofollow' target='_blank' href='http://seekingalpha.com/a/r2od'>http://seekingalpha.co...</a>]]>
      </description>
    </item>
    <item>
      <title>Big Blue Was Battered And Bruised, But Isn't Down For The Count</title>
      <link>http://seekingalpha.com/article/1405111/comments?source=feed#comment-18520961</link>
      <guid isPermaLink="false">18520961</guid>
      <content>
        <![CDATA[The market doesn't know how to value IBM's patents.  Many deals have been made with Google, Facebook, and other internet companies which are not made public.  IBM spends around $6B annually on R&amp;D and for a decade has been the top patent leader. Licensing of the IBM patent portfolio is routinely reported as being in excess of $1 billion annually.  Other companies could learn much from  the R&amp;D to patent to revenue cycle that goes on at IBM year after year after year.]]>
      </content>
      <pubDate>Mon, 06 May 2013 23:24:39 -0400</pubDate>
      <description>
        <![CDATA[The market doesn't know how to value IBM's patents.  Many deals have been made with Google, Facebook, and other internet companies which are not made public.  IBM spends around $6B annually on R&amp;D and for a decade has been the top patent leader. Licensing of the IBM patent portfolio is routinely reported as being in excess of $1 billion annually.  Other companies could learn much from  the R&amp;D to patent to revenue cycle that goes on at IBM year after year after year.]]>
      </description>
    </item>
    <item>
      <title>A Weird Misconception About IBM</title>
      <link>http://seekingalpha.com/article/1390871/comments?source=feed#comment-18502241</link>
      <guid isPermaLink="false">18502241</guid>
      <content>
        <![CDATA[IBM surveys their clients and employees every year.  Satisfaction isn't a problem overall.  What you read on the internet is likely motivated by someone who has their own agenda.]]>
      </content>
      <pubDate>Mon, 06 May 2013 14:41:36 -0400</pubDate>
      <description>
        <![CDATA[IBM surveys their clients and employees every year.  Satisfaction isn't a problem overall.  What you read on the internet is likely motivated by someone who has their own agenda.]]>
      </description>
    </item>
    <item>
      <title>Please Do Not Invest Like This</title>
      <link>http://seekingalpha.com/article/1399091/comments?source=feed#comment-18502161</link>
      <guid isPermaLink="false">18502161</guid>
      <content>
        <![CDATA[I agree with you that equality of valuation does not exist in the stock market.  I have yet to understand the valuation of some companies.  Usually when I sell thinking this is surely the top, they go higher.  The stock market seems to value companies' future prospects even when they have net losses today.  Many risky stocks have outperformed this year companies like IBM and Intel that will be around long after I am gone.  Over the long term, I do believe IBM is one of the best companies to buy and hold.  They consistently innovate and move forward.  And they make money every year while they do so.  If you search on the news for IBM, you can find something new to read just about every day.  It's quite exciting to be an IBM investor even when the stock is under-appreciated by the market.<br/>Recent news you may have missed:<br/><a rel='nofollow' target='_blank' href='http://bit.ly/12LiNNM'>http://bit.ly/12LiNNM</a><br/><a rel='nofollow' target='_blank' href='http://huff.to/16O6IOG'>http://huff.to/16O6IOG</a><br/><a rel='nofollow' target='_blank' href='http://bit.ly/12LiLWe'>http://bit.ly/12LiLWe</a><br/><a rel='nofollow' target='_blank' href='http://bit.ly/16O6KWB'>http://bit.ly/16O6KWB</a>]]>
      </content>
      <pubDate>Mon, 06 May 2013 14:40:49 -0400</pubDate>
      <description>
        <![CDATA[I agree with you that equality of valuation does not exist in the stock market.  I have yet to understand the valuation of some companies.  Usually when I sell thinking this is surely the top, they go higher.  The stock market seems to value companies' future prospects even when they have net losses today.  Many risky stocks have outperformed this year companies like IBM and Intel that will be around long after I am gone.  Over the long term, I do believe IBM is one of the best companies to buy and hold.  They consistently innovate and move forward.  And they make money every year while they do so.  If you search on the news for IBM, you can find something new to read just about every day.  It's quite exciting to be an IBM investor even when the stock is under-appreciated by the market.<br/>Recent news you may have missed:<br/><a rel='nofollow' target='_blank' href='http://bit.ly/12LiNNM'>http://bit.ly/12LiNNM</a><br/><a rel='nofollow' target='_blank' href='http://huff.to/16O6IOG'>http://huff.to/16O6IOG</a><br/><a rel='nofollow' target='_blank' href='http://bit.ly/12LiLWe'>http://bit.ly/12LiLWe</a><br/><a rel='nofollow' target='_blank' href='http://bit.ly/16O6KWB'>http://bit.ly/16O6KWB</a>]]>
      </description>
    </item>
    <item>
      <title>Big Blue Was Battered And Bruised, But Isn't Down For The Count</title>
      <link>http://seekingalpha.com/article/1405111/comments?source=feed#comment-18502061</link>
      <guid isPermaLink="false">18502061</guid>
      <content>
        <![CDATA[One thing your article does not address is buybacks.  You do not pay taxes or trading fees on buybacks, unlike dividends.  IBM reduces their share count thru buybacks which offer the shareholder a gain in investment that is not taxable until you sell your shares.  IBM has beat the S&amp;P over the last 3, 5, and 10 years as an investment.<br/>P/B is a very poor way to value technology companies because it does not know how to value patents.  IBM is the largest patent holder and increases those patents every year.  If someone told you you could invest in a company that was working on a computer to act like the human brain and that same company had a solar product shaped like a disc to power a building would you want to invest in that company?  <br/>There are many reasons to own IBM and you have ignored several of them.]]>
      </content>
      <pubDate>Mon, 06 May 2013 14:39:37 -0400</pubDate>
      <description>
        <![CDATA[One thing your article does not address is buybacks.  You do not pay taxes or trading fees on buybacks, unlike dividends.  IBM reduces their share count thru buybacks which offer the shareholder a gain in investment that is not taxable until you sell your shares.  IBM has beat the S&amp;P over the last 3, 5, and 10 years as an investment.<br/>P/B is a very poor way to value technology companies because it does not know how to value patents.  IBM is the largest patent holder and increases those patents every year.  If someone told you you could invest in a company that was working on a computer to act like the human brain and that same company had a solar product shaped like a disc to power a building would you want to invest in that company?  <br/>There are many reasons to own IBM and you have ignored several of them.]]>
      </description>
    </item>
    <item>
      <title>A Weird Misconception About IBM</title>
      <link>http://seekingalpha.com/article/1390871/comments?source=feed#comment-18407721</link>
      <guid isPermaLink="false">18407721</guid>
      <content>
        <![CDATA[Wall Street pundits change their mind about what is important to make their case, in other words, to make their trades work and to get you to buy their stock.  What is difficult to determine is if they are selling you their high-fliers for their own profit, while they buy something else that is cheap.<br/>Good for you that you didn't listen to them on IBM.  I agree with you that buybacks are good for investors.  I don't pay taxes on them, unlike dividends.  (But you see the pundits have been pushing dividend stocks and dividend ETFs, so this doesn't go along with their case.)  Dividends actually return your investment to you, as the exchange reduces the value of the stock on the ex-dividend date.  Buybacks do not do this.<br/>You can see if your company is reducing their share count with the buybacks here:<br/><a rel='nofollow' target='_blank' href='http://on-msn.com/14AaREI'>http://on-msn.com/14AaREI</a><br/>Scroll down to the balance sheets 10 year summary.]]>
      </content>
      <pubDate>Fri, 03 May 2013 12:10:20 -0400</pubDate>
      <description>
        <![CDATA[Wall Street pundits change their mind about what is important to make their case, in other words, to make their trades work and to get you to buy their stock.  What is difficult to determine is if they are selling you their high-fliers for their own profit, while they buy something else that is cheap.<br/>Good for you that you didn't listen to them on IBM.  I agree with you that buybacks are good for investors.  I don't pay taxes on them, unlike dividends.  (But you see the pundits have been pushing dividend stocks and dividend ETFs, so this doesn't go along with their case.)  Dividends actually return your investment to you, as the exchange reduces the value of the stock on the ex-dividend date.  Buybacks do not do this.<br/>You can see if your company is reducing their share count with the buybacks here:<br/><a rel='nofollow' target='_blank' href='http://on-msn.com/14AaREI'>http://on-msn.com/14AaREI</a><br/>Scroll down to the balance sheets 10 year summary.]]>
      </description>
    </item>
    <item>
      <title>Global Real Estate Stocks: Time To Get Out?</title>
      <link>http://seekingalpha.com/article/1285651/comments?source=feed#comment-18264521</link>
      <guid isPermaLink="false">18264521</guid>
      <content>
        <![CDATA[So which global reits do you like?]]>
      </content>
      <pubDate>Tue, 30 Apr 2013 09:11:23 -0400</pubDate>
      <description>
        <![CDATA[So which global reits do you like?]]>
      </description>
    </item>
    <item>
      <title>Technology Sector - Buybacks Become The New Rage</title>
      <link>http://seekingalpha.com/article/1380261/comments?source=feed#comment-18226761</link>
      <guid isPermaLink="false">18226761</guid>
      <content>
        <![CDATA[I think people have seen the power of buybacks at IBM over the past decade.  Look at how IBM has outperformed the S&amp;P.<br/><br/>And read about how cheap technology stocks are.  If you can identify which ones are buying back the most shares this year, you may find the winners.<br/><a rel='nofollow' target='_blank' href='http://bloom.bg/18f2P1z'>http://bloom.bg/18f2P1z</a>]]>
      </content>
      <pubDate>Mon, 29 Apr 2013 11:58:01 -0400</pubDate>
      <description>
        <![CDATA[I think people have seen the power of buybacks at IBM over the past decade.  Look at how IBM has outperformed the S&amp;P.<br/><br/>And read about how cheap technology stocks are.  If you can identify which ones are buying back the most shares this year, you may find the winners.<br/><a rel='nofollow' target='_blank' href='http://bloom.bg/18f2P1z'>http://bloom.bg/18f2P1z</a>]]>
      </description>
    </item>
    <item>
      <title>Why You Should Avoid Big Blue This Year</title>
      <link>http://seekingalpha.com/article/1380361/comments?source=feed#comment-18221601</link>
      <guid isPermaLink="false">18221601</guid>
      <content>
        <![CDATA[It appears IBM has bottomed and is up 2.27% last week and .64% today at 10 AM EST.  Mark Hulbert had an article on Marketwatch last year that you will make more money by buying stocks that dip after earnings.  This is a big dip for IBM losing all the gains for the year.  Go look at IBM's performance for the past 10 years, which has beat the S&amp;P 500 and also Berkshire.  Buy low for the long term.  I think you should make a list of stocks to buy this summer when they dip after earnings.  And IBM should be on that list.<br/><a rel='nofollow' target='_blank' href='http://bit.ly/XFQpLu'>http://bit.ly/XFQpLu</a><br/>Click on the expanded view and look at the graph.  This is with re-invested dividends and buybacks giving you a total return that is better than the S&amp;P.]]>
      </content>
      <pubDate>Mon, 29 Apr 2013 10:08:54 -0400</pubDate>
      <description>
        <![CDATA[It appears IBM has bottomed and is up 2.27% last week and .64% today at 10 AM EST.  Mark Hulbert had an article on Marketwatch last year that you will make more money by buying stocks that dip after earnings.  This is a big dip for IBM losing all the gains for the year.  Go look at IBM's performance for the past 10 years, which has beat the S&amp;P 500 and also Berkshire.  Buy low for the long term.  I think you should make a list of stocks to buy this summer when they dip after earnings.  And IBM should be on that list.<br/><a rel='nofollow' target='_blank' href='http://bit.ly/XFQpLu'>http://bit.ly/XFQpLu</a><br/>Click on the expanded view and look at the graph.  This is with re-invested dividends and buybacks giving you a total return that is better than the S&amp;P.]]>
      </description>
    </item>
    <item>
      <title>If I Could Buy Just One Stock, It Would Be This One</title>
      <link>http://seekingalpha.com/article/1369301/comments?source=feed#comment-18166391</link>
      <guid isPermaLink="false">18166391</guid>
      <content>
        <![CDATA[I would agree with you because of diversification.  However IBM has outperformed both Berkshire and the S&amp;P.<br/><br/><a rel='nofollow' target='_blank' href='http://yhoo.it/12Pnx8A'>http://yhoo.it/12Pnx8A</a>;range=20030401,201304...]]>
      </content>
      <pubDate>Sat, 27 Apr 2013 09:24:32 -0400</pubDate>
      <description>
        <![CDATA[I would agree with you because of diversification.  However IBM has outperformed both Berkshire and the S&amp;P.<br/><br/><a rel='nofollow' target='_blank' href='http://yhoo.it/12Pnx8A'>http://yhoo.it/12Pnx8A</a>;range=20030401,201304...]]>
      </description>
    </item>
    <item>
      <title>If I Could Buy Just One Stock, It Would Be This One</title>
      <link>http://seekingalpha.com/article/1369301/comments?source=feed#comment-18166321</link>
      <guid isPermaLink="false">18166321</guid>
      <content>
        <![CDATA[Morningstar gives you the return of stocks for varying time frames.<br/><a rel='nofollow' target='_blank' href='http://bit.ly/14qWzqW'>http://bit.ly/14qWzqW</a><br/>This performance includes re-investing dividends and I don't believe the charts in this article do.  You can see that at times Berkshire's performance is under the S&amp;P 500 but it is about the same over the 10 year period if you click on the expanded view.<br/>Now look at IBM and you will see out-performance.<br/>I don't pay much attention to Morningstar ratings because some of my mutual funds outperform even without the high rating and I have had highly rated funds who did not.]]>
      </content>
      <pubDate>Sat, 27 Apr 2013 09:21:22 -0400</pubDate>
      <description>
        <![CDATA[Morningstar gives you the return of stocks for varying time frames.<br/><a rel='nofollow' target='_blank' href='http://bit.ly/14qWzqW'>http://bit.ly/14qWzqW</a><br/>This performance includes re-investing dividends and I don't believe the charts in this article do.  You can see that at times Berkshire's performance is under the S&amp;P 500 but it is about the same over the 10 year period if you click on the expanded view.<br/>Now look at IBM and you will see out-performance.<br/>I don't pay much attention to Morningstar ratings because some of my mutual funds outperform even without the high rating and I have had highly rated funds who did not.]]>
      </description>
    </item>
    <item>
      <title>If I Could Buy Just One Stock, It Would Be This One</title>
      <link>http://seekingalpha.com/article/1369301/comments?source=feed#comment-18166301</link>
      <guid isPermaLink="false">18166301</guid>
      <content>
        <![CDATA[People under-estimate the power of IBM's buybacks.]]>
      </content>
      <pubDate>Sat, 27 Apr 2013 09:21:06 -0400</pubDate>
      <description>
        <![CDATA[People under-estimate the power of IBM's buybacks.]]>
      </description>
    </item>
    <item>
      <title>IBM: CEO Rometty's Challenge</title>
      <link>http://seekingalpha.com/article/1375491/comments?source=feed#comment-18155921</link>
      <guid isPermaLink="false">18155921</guid>
      <content>
        <![CDATA[It really was one of the worst conference calls from IBM that I've ever listened to.  Mixed messages on why they missed.  They obviously knew they were going to miss and should have put together what they were doing, how they were going to make the year, and had some excitement about where they are going.  All the guy did was cover the numbers on the slides.  Anyone could have read that.<br/>IBM is having shareholder days in various cities, so you may want to go to one of them close to you.]]>
      </content>
      <pubDate>Fri, 26 Apr 2013 19:03:32 -0400</pubDate>
      <description>
        <![CDATA[It really was one of the worst conference calls from IBM that I've ever listened to.  Mixed messages on why they missed.  They obviously knew they were going to miss and should have put together what they were doing, how they were going to make the year, and had some excitement about where they are going.  All the guy did was cover the numbers on the slides.  Anyone could have read that.<br/>IBM is having shareholder days in various cities, so you may want to go to one of them close to you.]]>
      </description>
    </item>
    <item>
      <title>IBM (IBM -6.5%) would've missed Q1 EPS estimates by $0.34, rather than $0.05, if not for a lower tax rate, says BMO's Keith Bachman. Like others, Bachman is skeptical Big Blue's woes are solely due to execution, given weak results from peers (one can now add SAP to the list). "We think demand was perhaps weaker than we and the companies thought." Sterne Agee, however, is staying bullish precisely because it doesn't consider IBM's issues company-specific. Meanwhile, the WSJ is backing up CRN's report about the relatively low-margin x86 server unit being on sale. Morgan Stanley estimates the unit had 2012 sales of $4.9B. (previous) (transcript)</title>
      <link>http://seekingalpha.com/currents/post/954351?source=feed#comment-18153071</link>
      <guid isPermaLink="false">18153071</guid>
      <content>
        <![CDATA[At least IBM pays taxes while many companies do not.]]>
      </content>
      <pubDate>Fri, 26 Apr 2013 17:42:15 -0400</pubDate>
      <description>
        <![CDATA[At least IBM pays taxes while many companies do not.]]>
      </description>
    </item>
    <item>
      <title>IBM, And The Private Cloud, Will Get Here</title>
      <link>http://seekingalpha.com/article/1366101/comments?source=feed#comment-18061951</link>
      <guid isPermaLink="false">18061951</guid>
      <content>
        <![CDATA[Just an opinion...nothing more.  The cloud is not a magic place.  It requires systems, servers, storage, and software.  Companies are interested in security and integrity of their data as well as immediate access, so they will restrict what is put on the cloud.  Applications that use public information, email, chat, and things like that are more likely options for the cloud.  But what they depend on for day to day operation as well as their confidential information will stay inhouse.  If you understand the complexity of running a 24/7 datacenter with secure access, redundent servers and systems, offsite backup/recovery, and power generators, you will also understand that many businesses will not take the risk by moving their operational systems to the cloud.  The cloud is more relevant when you have applications used by devices remotely that are not critical to your business.  Even then, there is always technology required, including hardware and software.  More users wanting to run apps, chat, blog about something, look up information will grow the cloud.  Then as the business grows with more orders requiring production or purchasing or other business functions will require more inhouse systems.  Both will grow and do well over the long term.  And the way you know this is true, is that you rarely hear about an IT worker who can't find work, while clouds have existed now for years.]]>
      </content>
      <pubDate>Wed, 24 Apr 2013 23:35:25 -0400</pubDate>
      <description>
        <![CDATA[Just an opinion...nothing more.  The cloud is not a magic place.  It requires systems, servers, storage, and software.  Companies are interested in security and integrity of their data as well as immediate access, so they will restrict what is put on the cloud.  Applications that use public information, email, chat, and things like that are more likely options for the cloud.  But what they depend on for day to day operation as well as their confidential information will stay inhouse.  If you understand the complexity of running a 24/7 datacenter with secure access, redundent servers and systems, offsite backup/recovery, and power generators, you will also understand that many businesses will not take the risk by moving their operational systems to the cloud.  The cloud is more relevant when you have applications used by devices remotely that are not critical to your business.  Even then, there is always technology required, including hardware and software.  More users wanting to run apps, chat, blog about something, look up information will grow the cloud.  Then as the business grows with more orders requiring production or purchasing or other business functions will require more inhouse systems.  Both will grow and do well over the long term.  And the way you know this is true, is that you rarely hear about an IT worker who can't find work, while clouds have existed now for years.]]>
      </description>
    </item>
    <item>
      <title>IBM, And The Private Cloud, Will Get Here</title>
      <link>http://seekingalpha.com/article/1366101/comments?source=feed#comment-18054751</link>
      <guid isPermaLink="false">18054751</guid>
      <content>
        <![CDATA[There really isn't much difference in the forward P/Es of MSFT and IBM now.  But what we do know is IBM grew Total Net Income in 2012  by over $740M while MSFT's Total Net Income went down by over $6B in 2012.  IBM reduced their share count in 2012 while MSFT didn't.  IBM's P/E (from yahoo) is 13.24 while MSFT's is over 16.  I have a small holding in MSFT; while I will never sell my IBM shares, if MSFT gets a few dollars higher, I will.]]>
      </content>
      <pubDate>Wed, 24 Apr 2013 19:21:06 -0400</pubDate>
      <description>
        <![CDATA[There really isn't much difference in the forward P/Es of MSFT and IBM now.  But what we do know is IBM grew Total Net Income in 2012  by over $740M while MSFT's Total Net Income went down by over $6B in 2012.  IBM reduced their share count in 2012 while MSFT didn't.  IBM's P/E (from yahoo) is 13.24 while MSFT's is over 16.  I have a small holding in MSFT; while I will never sell my IBM shares, if MSFT gets a few dollars higher, I will.]]>
      </description>
    </item>
    <item>
      <title>5 Stocks Warren Buffett Bought Heavily In The Past Year</title>
      <link>http://seekingalpha.com/article/1365051/comments?source=feed#comment-18054721</link>
      <guid isPermaLink="false">18054721</guid>
      <content>
        <![CDATA[GM news on the Spark EV getting 82 miles on a full charge is moving the stock higher and the 12% shorts are getting squeezed.  I look for $35 pretty soon.]]>
      </content>
      <pubDate>Wed, 24 Apr 2013 19:20:37 -0400</pubDate>
      <description>
        <![CDATA[GM news on the Spark EV getting 82 miles on a full charge is moving the stock higher and the 12% shorts are getting squeezed.  I look for $35 pretty soon.]]>
      </description>
    </item>
    <item>
      <title>GM Is A Bargain: The Growth Drivers</title>
      <link>http://seekingalpha.com/article/1363931/comments?source=feed#comment-18054711</link>
      <guid isPermaLink="false">18054711</guid>
      <content>
        <![CDATA[The Chinese prefer GM Buick over TM and they have anomosity towards the Japanese in general.  There is much regional discord, towards Korea as well.  US products such as cars, cellphones, clothes, and accessories do well in the entire region.  We should do more to promote our business there.<br/>You can read more about this if you translate Chinese websites.<br/><br/>GM is up 3% today on the Chevy Spark EV getting 82 miles on a full charge.]]>
      </content>
      <pubDate>Wed, 24 Apr 2013 19:20:33 -0400</pubDate>
      <description>
        <![CDATA[The Chinese prefer GM Buick over TM and they have anomosity towards the Japanese in general.  There is much regional discord, towards Korea as well.  US products such as cars, cellphones, clothes, and accessories do well in the entire region.  We should do more to promote our business there.<br/>You can read more about this if you translate Chinese websites.<br/><br/>GM is up 3% today on the Chevy Spark EV getting 82 miles on a full charge.]]>
      </description>
    </item>
    <item>
      <title>IBM Is Not A Falling Knife</title>
      <link>http://seekingalpha.com/article/1361661/comments?source=feed#comment-17991641</link>
      <guid isPermaLink="false">17991641</guid>
      <content>
        <![CDATA[I really like the stock buybacks because I don't pay federal or state tax on buybacks, and my investment grows from the reduction in share count.  If you have kids in college, dividends count as income on the FAFSA, increasing the parents' contribution towards college.]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 14:51:52 -0400</pubDate>
      <description>
        <![CDATA[I really like the stock buybacks because I don't pay federal or state tax on buybacks, and my investment grows from the reduction in share count.  If you have kids in college, dividends count as income on the FAFSA, increasing the parents' contribution towards college.]]>
      </description>
    </item>
    <item>
      <title>IBM: A Disaster In The Making</title>
      <link>http://seekingalpha.com/article/1361011/comments?source=feed#comment-17991471</link>
      <guid isPermaLink="false">17991471</guid>
      <content>
        <![CDATA[People can share data without impacting their business.  This doesn't mean they are putting important business applications into the cloud.]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 14:49:27 -0400</pubDate>
      <description>
        <![CDATA[People can share data without impacting their business.  This doesn't mean they are putting important business applications into the cloud.]]>
      </description>
    </item>
    <item>
      <title>Big Blue Is Black And Blue</title>
      <link>http://seekingalpha.com/article/1360781/comments?source=feed#comment-17991311</link>
      <guid isPermaLink="false">17991311</guid>
      <content>
        <![CDATA[IBM was the first or second on the list on the WSJ Buying on Weakness page yesterday most of the time when I checked.  IBM was in the top 5 buy orders on Fidelity.  Today it is up 2% with over twice the normal volume.  I think you are wrong about buying protection down here and I'm not buying any.]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 14:45:41 -0400</pubDate>
      <description>
        <![CDATA[IBM was the first or second on the list on the WSJ Buying on Weakness page yesterday most of the time when I checked.  IBM was in the top 5 buy orders on Fidelity.  Today it is up 2% with over twice the normal volume.  I think you are wrong about buying protection down here and I'm not buying any.]]>
      </description>
    </item>
    <item>
      <title>IBM: A Disaster In The Making</title>
      <link>http://seekingalpha.com/article/1361011/comments?source=feed#comment-17991271</link>
      <guid isPermaLink="false">17991271</guid>
      <content>
        <![CDATA[If you read the IBM news regularly, you will see that they are in many new ventures that have nothing to do with the cloud.  They have science and technology centers all over the world.  If they don't invent the next step forward while maintaining all the many data centers all over the world, then who will?  Their customers are the ones leading the company's objectives and they have good reason to continue to do business with IBM as their own success depends on it.  One serious breach,outage, or catastrophe and they are a step away from losing their business and bankruptcy.]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 14:45:11 -0400</pubDate>
      <description>
        <![CDATA[If you read the IBM news regularly, you will see that they are in many new ventures that have nothing to do with the cloud.  They have science and technology centers all over the world.  If they don't invent the next step forward while maintaining all the many data centers all over the world, then who will?  Their customers are the ones leading the company's objectives and they have good reason to continue to do business with IBM as their own success depends on it.  One serious breach,outage, or catastrophe and they are a step away from losing their business and bankruptcy.]]>
      </description>
    </item>
    <item>
      <title>5 Blue Chips With Solid Upside And Catalysts To Buy Now</title>
      <link>http://seekingalpha.com/article/1360001/comments?source=feed#comment-17975221</link>
      <guid isPermaLink="false">17975221</guid>
      <content>
        <![CDATA[I like CAT, INTC, and MSFT the best of the five.  Good article.]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 09:41:37 -0400</pubDate>
      <description>
        <![CDATA[I like CAT, INTC, and MSFT the best of the five.  Good article.]]>
      </description>
    </item>
    <item>
      <title>Buy Caterpillar On 25% Pullback</title>
      <link>http://seekingalpha.com/article/1359871/comments?source=feed#comment-17972221</link>
      <guid isPermaLink="false">17972221</guid>
      <content>
        <![CDATA[There will always be people looking for cheap stock of good companies to buy, and Caterpillar is one of them.   A trader may not see a reason to own the company.  But when investors come back into the stock market, they may want to own Caterpillar because they think it is under-valued for a good company.  If the stock trades down on Chinese news by programmed trades, that needs to be looked into by regulators.  But I have no information that it happens and when real investors buy the stock, analysts who follow the stock will raise their rating on CAT.]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 08:55:52 -0400</pubDate>
      <description>
        <![CDATA[There will always be people looking for cheap stock of good companies to buy, and Caterpillar is one of them.   A trader may not see a reason to own the company.  But when investors come back into the stock market, they may want to own Caterpillar because they think it is under-valued for a good company.  If the stock trades down on Chinese news by programmed trades, that needs to be looked into by regulators.  But I have no information that it happens and when real investors buy the stock, analysts who follow the stock will raise their rating on CAT.]]>
      </description>
    </item>
    <item>
      <title>Why You Need A Sell Target For Each Stock Held - And How To Set Them</title>
      <link>http://seekingalpha.com/article/1358361/comments?source=feed#comment-17972001</link>
      <guid isPermaLink="false">17972001</guid>
      <content>
        <![CDATA[One of my rules is never buy something you do not understand.  And another one of my rules is never buy something that is not backed by real assets or revenue or cash.]]>
      </content>
      <pubDate>Tue, 23 Apr 2013 08:53:16 -0400</pubDate>
      <description>
        <![CDATA[One of my rules is never buy something you do not understand.  And another one of my rules is never buy something that is not backed by real assets or revenue or cash.]]>
      </description>
    </item>
  </channel>
</rss>
