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Momintn

Momintn
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  • Analysts Rate Salesforce.com A Buy. They Should Be Ashamed Of Themselves [View article]
    It's going to be really sad when all these individual investors lose their money. I know people who lost their money in WorldCom and Enron, and when things like this happen they never want to buy stocks again.
    Feb 5, 2014. 09:56 AM | 1 Like Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    What you need to understand is that Credit Suisse does a terrible job of managing their own business. Go look for yourself at their financial reports. That analyst is one of the worst to follow and lost many people significant money in Research in Motion when he said to buy it in the $60s and in Apple when he said to buy it at $660. Stocks that go up do eventually stop going up and stocks that have been sold off to extreme valuations are the better buy.
    And that speculative anonymous website ZeroHedge is in the general vicinity of Switzerland. They ran up the price of gold and sold off the US stock markets on the premise that the USA was going to crash and burn and become one of those futuristic movies where we are all killing each other and hiding underground. What was their trade? Guns, gold, selling the USD, and 3x bear etfs. It worked for a while but it isn't working any more. The USA is the best country in the world to invest in.
    For a hundred years IBM has invented the future and changed its business. And I believe they will continue to do so. I can't remember a time since the 2008-9 market crash that it has been this over-sold. But as an investor, I'm quite content to let IBM buy back their shares at this low price.
    Feb 5, 2014. 09:47 AM | Likes Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    IBM is selling their old low-end server line to Lenovo, not the entire server business. In fact, they had a major SDN server announcement the next day.
    Feb 5, 2014. 09:31 AM | Likes Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    S&P:
    Fair Value
    Calculation
    $241.30 Analysis of the stock's current worth, based on S&P's proprietary
    quantitative model suggests that IBM is Undervalued by $64.62 or
    36.6%.
    Feb 4, 2014. 08:28 PM | 1 Like Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    Thomson Reuters I/B/E/S estimates are:
    Change Over Previous Year
    '14 '15 '16
    9.7% 11.3% 8.4%
    Five year expected annual growth rate is 13.4%
    Where are you getting 2017?
    IBM is in many high growth businesses and if those businesses grow at expected levels, then IBM will do very well.
    Feb 4, 2014. 08:22 PM | 1 Like Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    The latest website which is a joint venture with S&P shows a breakdown of IBM's price and target of $230.
    http://bit.ly/1eReCWJ#

    One thing to remember is IBM gets over 10% of their revenue from Japan and the strengthening of the yen will help them.
    Feb 4, 2014. 03:51 PM | 2 Likes Like |Link to Comment
  • Risk And Cycles: Looking At Buybacks, Debt, Cash [View article]
    If the share count is reduced by buybacks, then this is a better return of cash to shareholders than dividends, because you have to pay taxes on dividends and possibly a trading fee to re-invest those dividends even while the stock price is reduced by the exchanges on the ex-dividend date. I prefer buybacks when the share count is reduced regardless of stock price when you do not need dividends as income. However it appears to me that most investors prefer dividends. So both seems in order.
    Feb 3, 2014. 01:56 PM | 1 Like Like |Link to Comment
  • December New Home Sales: Downtrend In Sales Is Confirmed [View article]
    Low interest rates, even lower today, are going to help the homebuilders. Spring is just a few months away. Then autos, transports, retail, and many other stocks will take off.
    Feb 3, 2014. 01:36 PM | Likes Like |Link to Comment
  • What Is Apple's Stock Worth? [View article]
    People looking to get into the stock market should pick their stocks from some good companies who are under-valued. You won't make as much money long term buying the ones that are at their highs.
    Feb 3, 2014. 09:02 AM | Likes Like |Link to Comment
  • My Top Investment Priority: Buy IBM Stock [View article]
    When you are buying stock at the same time as the company is buying their stock, you want the price to stay down. For all we know, that is why the bears write so many articles. Of course they want to make money on their shorts, but if you believe what people say on tv or on websites, then you are more trusting than I am. In general, I have read more lies on the internet than truths.
    Feb 3, 2014. 08:55 AM | Likes Like |Link to Comment
  • My Top Investment Priority: Buy IBM Stock [View article]
    4.5% per year won't take that long. I'll own the other half. And I'll still be alive.
    Jan 31, 2014. 01:33 PM | Likes Like |Link to Comment
  • December New Home Sales: Downtrend In Sales Is Confirmed [View article]
    Go read Ryland's earnings call on this website. The Southeast is booming for them.
    Jan 31, 2014. 01:31 PM | 1 Like Like |Link to Comment
  • December New Home Sales: Downtrend In Sales Is Confirmed [View article]
    Ryland which I own is up 4% today and they had a good earnings report as well as good forecast for their business.
    Jan 31, 2014. 01:29 PM | 1 Like Like |Link to Comment
  • Twitter buys patents from IBM, enters into cross-licensing deal [View news story]
    Over the past 5 years, #IBM generated more than $5 billion in intellectual property income. http://ibm.co/1kfu5on (Income, not revenue)
    Jan 31, 2014. 09:57 AM | Likes Like |Link to Comment
  • December New Home Sales: Downtrend In Sales Is Confirmed [View article]
    We have had extremely cold weather. I believe home sales will improve this spring.
    Jan 31, 2014. 12:31 AM | Likes Like |Link to Comment
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