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  • IBM Earnings To Be Curbed Amid Transition Toward Cloud Services [View article]
    Interesting article: "On the mainframe's 50th birthday, IBM positions it as the still young Enterprise Cloud System, capable of running 6,000 Linux workloads."
    Latest announcements
    "To ensure companies don't miss any cloud related marketing opportunities, IBM has unveiled the new IBM Enterprise Cloud System for the IBM System z mainframe platform for customers who would rather run their own cloud platform on a mainframe than subscribe to someone else's product. Synchronized with this Cloud System announcement was a separate unveiling by IBM of other new offerings for the System z that offer a potentially lower z/OS processing fee for heavy users of mobile applications, a version of Hadoop that runs on Linux on System z, and a new flash storage option."
    Apr 16, 2014. 07:41 PM | Likes Like |Link to Comment
  • IBM Earnings To Be Curbed Amid Transition Toward Cloud Services [View article]
    IBM's Software, Services and Global Financing businesses all grew during the quarter. Software was up 2%, Services was up 2%, and Global Financing was up 6%. Furthermore, the company's cloud revenue was up more than 50%. For cloud delivered as a service, the first-quarter annual run rate was $2.3 billion doubling year to year. Business analytics revenue rose 6%.
    Apr 16, 2014. 07:05 PM | Likes Like |Link to Comment
  • IBM Earnings To Be Curbed Amid Transition Toward Cloud Services [View article]
    BRICs are weak although that is where IBM has had much growth there over the past decade.
    Apr 16, 2014. 07:00 PM | Likes Like |Link to Comment
  • IBM Earnings To Be Curbed Amid Transition Toward Cloud Services [View article]
    I am aware of the buyback and always listen to the earnings calls. Revenue didn't miss that much when you account for currency.
    Apr 16, 2014. 06:58 PM | Likes Like |Link to Comment
  • International Business Machines Corporation misses by $0.01, misses on revenue [View news story]
    Actually they met the average analyst expectation.
    Apr 16, 2014. 04:19 PM | Likes Like |Link to Comment
  • IBM Earnings To Be Curbed Amid Transition Toward Cloud Services [View article]
    That isn't true. They had a miss. Until all the numbers come in, no large company knows the exact earnings number.
    Apr 16, 2014. 09:52 AM | Likes Like |Link to Comment
  • GM to play bankruptcy card [View news story]
    If lawyers win going after a company that has been through bankruptcy, then lawyers are going to come out of the woodwork and have a field day. Many courthouses are already full. Think about how many auto accidents probably happened because of a broken auto part. GM isn't the only car manufacturer who has recalls either. Yesterday a guest on CNBC said that 12 out of the 13 deaths either involved someone who was under the influence of alcohol or wasn't wearing their seatbelt. I don't think they will get very big awards when that comes out in court.
    Apr 16, 2014. 09:48 AM | 2 Likes Like |Link to Comment
  • CBS' $67M man [View news story]
    CBS is the number one channel in America and has some amazing series that are rerun all over the world. They are coming out with a Gone with a Wind prequel featuring Mammy. Simon & Schuster is a unit of CBS Corp. CBS also owns CBS Films that makes around 4 to 6 budget films each year but according to Wikipedia has 17 films planned. I really enjoyed "Salmon Fishing in Yemen" which you can find on Comcast. CBS has all the awards shows, super bowl, and Victoria's fashion show on their channel. And I still watch NCIS reruns.
    Top 10 TV series of all time:
    Seinfeld (NBC, July 5, 1989 – May 14, 1998)
    I Love Lucy (CBS, October 15, 1951 – May 6, 1957)
    The Honeymooners (CBS, October 1, 1955 – September 22, 1956)
    All in the Family (CBS, January 12, 1971 – April 8, 1979)
    The Sopranos (HBO, January 10, 1999 – June 10, 2007)
    60 Minutes (CBS, September 24, 1968 – present)
    Late Show with David Letterman (CBS, August 30, 1993 – present)
    The Simpsons (Fox, December 17, 1989 – present)
    The Andy Griffith Show (CBS, October 3, 1960 – April 1, 1968)
    Saturday Night Live (NBC, October 11, 1975 – present)
    Even today, CBS dominates:
    Apr 16, 2014. 09:22 AM | Likes Like |Link to Comment
  • IBM Earnings To Be Curbed Amid Transition Toward Cloud Services [View article]
    If you get a dip, you should buy it. Hope for some bad months this summer and fall and add to your shares. But don't wait too long because they should have a mainframe announcement within a year.
    Apr 16, 2014. 09:02 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    "Among the top automakers, General Motors outsold Volkswagen AG in China for the first time in four quarters, regaining the lead among foreign carmakers in China.
    GM's deliveries in China rose 13 percent from a year earlier to 919,114 vehicles from January through March, edging out the 880,700 units sold by Volkswagen, according to figures from the companies. VW, whose sales rose 14 percent in the first three months, counts Hong Kong in its tally." from
    GM to Boost Chevrolet China Sales With Redesigned Cruze
    "GM, which edged out Volkswagen AG (VOW) in sales volume in China in the first three months of this year, is banking on 19 new or refreshed models to boost sales by 10 percent in 2014, Matthew Tsien, president of GM’s China operations, said in February. " from
    On April 21, when General Motors hands over keys on a small sports utility vehicle to a buyer in China, it will be the millionth car the company has sold so far here this year.... So far, it seems, a recent series of recalls which in the first quarter of this year cost around $1.3 billion—doesn’t seem to have had much of an impact on Chinese sales. from
    Apr 15, 2014. 09:46 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    All the while last week we heard from hedge funds shorting the market. This is going to be a very interesting week. If the shorts cover, we could get a very big bounce
    Apr 14, 2014. 09:12 AM | 3 Likes Like |Link to Comment
  • Why Barron's Is Wrong On $75 Oil [View article]
    Europe is likely to drill for shale to break the political ties with Putin. This will reduce the price of oil.
    Apr 12, 2014. 10:49 AM | Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    This is why the authors of articles need to be monitored. I notice negative articles on my stocks and when I read the articles, they say they do not hold the stocks. While I suspect they are short, they do not disclose this. SA has emailed me that short positions have to be disclosed. So something isn't right here. And when there are errors and misleading statements in the headline or in the article, I do not see them ever corrected. So I think there is the same problem here that I see on CNBC. Hedge funds are allowed to run amuck without any accountability for telling the truth. From what I can tell, people use whatever means they can use to make money. So there should be a disclaimer on every page that this author could be paid for his effort to make his or someone else's trades profitable. And every person that goes on CNBC should be asked what their returns have been on their trade positions. Why follow someone who is just attempting to sell you his trades?
    Apr 12, 2014. 10:29 AM | 1 Like Like |Link to Comment
  • Ensco Plc: Is A 6% Yield Enough To Overcome The Risks Involved In Holding The Shares? [View article]
    I hope all of you realize that the average person isn't interested in drilling in the Gulf of Mexico and the next disaster will likely wipe out any gains you make.
    Apr 12, 2014. 10:12 AM | Likes Like |Link to Comment
  • GM passes Volkswagen in China [View news story]
    Over 40% of GM's price is based on China.
    Apr 11, 2014. 09:37 AM | Likes Like |Link to Comment