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Momintn

Momintn
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  • Business Relationships Can Deliver Solid Dividends To Shareholders [View article]
    IBM is the cheapest stock by far and is way below their 5 year P/E average. In the past 7 years IBM has reduced the share count by 30%. Buybacks provide a return to investors that is tax free until you sell the stock and take your gains, boosting your total return. You can't just look at dividends.
    Jul 11 09:37 AM | Likes Like |Link to Comment
  • IBM: The End Is Near [View article]
    You better take those profits in NCR. The P/E is 34 and the 5 year average P/E is 12. The stock crashed from $53 to $6, pays no dividend, and is an unsafe investment. You are at a 5 yr high and it is time to get out now! There is little or no growth this quarter and no shorts to cover. Share count has been rising for at least 5 years meaning dillution of earnings.
    Jul 11 09:22 AM | 1 Like Like |Link to Comment
  • IBM: The End Is Near [View article]
    A quarter or two in 2013 does not make or break IBM's goal for $20 earnings in 2015. More earnings from software can raise earnings without additional revenue. IBM plans to generate 90% of its earnings from software and services by 2015. Half of the revenue gains are anticipated to come from acquisitions which IBM has continued on a fast pace. And they continue to return cash to shareholders thru share buybacks. IBM has repurchased nearly 4% of its shares outstanding each year for the past 7 years. This has lead to a decrease of shares outstanding of nearly 30%.
    This summer is a good time to add to your positions or start a new position in IBM stock.
    Jul 10 08:57 PM | 2 Likes Like |Link to Comment
  • Forecasting IBM's Q2 And Share Price [View article]
    Pretty ridiculous when the P/E of the S&P is over 14.5 and IBM is 13. Goldman Sachs is never right a year out. They are just trying to make money by getting IBM at a better price.
    Jul 9 01:16 PM | 2 Likes Like |Link to Comment
  • Dell Offer: The Price Is Not Right [View article]
    Dell is extremely undervalued when you consider all the companies they have bought. The problem with the stock market is it does not know how to value companies. Many are priced too low and when this happens, groups of wealthy people or other companies buy them which doesn't help the mass of investors make a fair return on their long-term holdings. Usually after the wealthy buy the company, they then spin it back out to the public in an IPO at a much higher price. This is how Goldman and Morgan Stanley make the big bucks; M & A. Most regular people do not trust the stock market and you can see why. The problem for Michael Dell though as been similar to many companies who cannot match or beat previous earnings, and the stock market cannot anticipate future earnings with acquisitions. Apparently it is a secret for private equity to know and for regulators to ignore.
    Jul 9 01:16 PM | 3 Likes Like |Link to Comment
  • Worries Over IBM's 2nd Quarter, 2013 Grow [View article]
    They didn't lower guidance for the year. Said a few deals slipped. I'm not worried. I have no plans to sell the stock this year. Too many new products and innovation going on at IBM that are never mentioned by the media. I'm an investor, not a trader.
    Jul 1 08:55 PM | Likes Like |Link to Comment
  • Worries Over IBM's 2nd Quarter, 2013 Grow [View article]
    IBM stock has gone down in price partly due to competitors' earnings disappointment. Does anyone ever consider that IBM may be a strong competitor? Wide moat vendor for a comprehensive bid.
    Jul 1 01:57 PM | Likes Like |Link to Comment
  • IBM's Down In Sympathy; An Opportunity For Dividend Growth Investors? [View article]
    S&P believes IBM is undervalued.
    Fair Value Calculation
    $239.60 Analysis of the stock's current worth, based on S&P's proprietary quantitative model suggests that IBM is Undervalued by $44.14 or 22.6%.

    Morningstar believes IBM is undervalued.
    Look at the earnings yield at the bottom of this page and see that it is higher than the S&P 500;
    http://bit.ly/14xILGH

    Many other analysts I have pulled reports for IBM say that IBM has the strongest earnings quality with the least risk valuation.

    As an IBM shareholder, I believe that IBM is buying back their shares at these low prices which will make the buybacks go further than if the stock were up. So more shares are being bought back and retired. This means that future gains for me will be higher years from now.
    Jun 29 01:29 PM | 2 Likes Like |Link to Comment
  • UBS and Raymond James downgrade Accenture (ACN -13.2%) following an FQ3 revenue miss market by light consulting sales/orders, and soft guidance. UBS' Steve Milunovich, who now rates shares Neutral: "With Oracle and Accenture missing, enterprise demand appears to remain weak, which probably means a soft earnings season for large computer names." He thinks IBM (IBM -2.8%) could still deliver 2H services growth due to less consulting exposure and strong orders, but believes risk has grown. (FQ3 results/call: I, II, III) (CC transcript[View news story]
    http://bit.ly/14xILGH
    Jun 29 01:28 PM | Likes Like |Link to Comment
  • UBS and Raymond James downgrade Accenture (ACN -13.2%) following an FQ3 revenue miss market by light consulting sales/orders, and soft guidance. UBS' Steve Milunovich, who now rates shares Neutral: "With Oracle and Accenture missing, enterprise demand appears to remain weak, which probably means a soft earnings season for large computer names." He thinks IBM (IBM -2.8%) could still deliver 2H services growth due to less consulting exposure and strong orders, but believes risk has grown. (FQ3 results/call: I, II, III) (CC transcript[View news story]
    Accenture's valuation is just so much higher than IBM's. To be valued more than the S&P, there has to be a reason. And being in Europe doesn't help. IBM is a much better investment with recurring revenue.
    Accenture has a lower earnings yield than the S&P 500. http://bit.ly/OI6tIL?t=acn®ion=USA&cul... Look at the bottom of the page.
    IBM has a higher earnings yield than the S&P 500. http://bit.ly/OI6tIL?t=ibm®ion=USA&cul...
    Jun 28 10:36 AM | Likes Like |Link to Comment
  • Footsteps Of Buffett Retirement Portfolio: A Lucid Moment In A Market Of Discontent [View article]
    IBM is very under-valued. It's a good time to be buying shares.
    Look down the bottom at Earnings Yields
    http://bit.ly/14xILGH
    The P/E was 21 in 2003.
    Jun 27 04:51 PM | Likes Like |Link to Comment
  • Goldman assembles a list of 25 dividend favorites with unusually high volatility - meaning put sellers are getting a hefty premium for agreeing to buy the stock at a lower price. Make sure you want the stock first. The strategy works well sometimes and is the proverbial catching a falling knife at others. PFE, BLK, SE, PCL, CL, AEP, SPG, PG, KMI, AVB, CLX, CTL, TWC, LO, T, PM, TWX, NSC, DUK, VZ, WHR, WY, NEE, XOM, SCCO[View news story]
    Seems to me that if you want a stock, it is likely to go up, so you won't end up owning it. And if you don't really like one, you shouldn't sell a put because you may end up owning the stock.
    I would like to know who has made good investment decisions following Goldman's advice.
    Jun 25 12:15 AM | Likes Like |Link to Comment
  • 3 Clean Energy Stocks That Won't Keep You Up At Night [View article]
    IBM is becoming a clean energy stock. Go read the news on their solar innovation in Switzerland.
    Jun 24 01:44 PM | 2 Likes Like |Link to Comment
  • 10 Investment Themes For Mid-2013 [View article]
    See what stocks other people are buying on weakness by looking at that page on WSJ. Buy stocks along with corporations who are buying back their shares, such as IBM.
    Jun 20 03:36 PM | Likes Like |Link to Comment
  • Searching For Value And Finding It In Today's Market - Sector By Sector [View article]
    IBM is buying back their shares. What a shareholder wants is for them to do this at a good price. So don't fret when the stock is down. Buy on the dips and hope for dips.
    Jun 14 04:05 PM | 1 Like Like |Link to Comment
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