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  • IBM: Like AT&T, But With More Upside  [View article]
    AT&T's utility business is pretty much gone. Anyone can get into the streaming or wireless business. IBM has captured large clients. They are not going to give up control of their transactions to "the cloud". Even if they do, they will build private clouds that they can monitor and control for security reasons.
    Feb 4, 2016. 10:03 AM | Likes Like |Link to Comment
  • General Motors (GM) Mary Teresa Barra on Q4 2015 Results - Earnings Call Transcript  [View article]
    I've heard good things about Lyft. GM seems to be on top of new things.
    Feb 4, 2016. 09:55 AM | Likes Like |Link to Comment
  • GM: Disaster?  [View article]
    Read IHS and you will see that we are going to sell more cars. Most Americans buy F and GM. There is no reason for those two stocks to be so cheap. And there is nothing that has been reported that should lead an economist to think we are going to have a recession in the USA. The stock market cannot force us to have a recession.
    Feb 4, 2016. 09:48 AM | 1 Like Like |Link to Comment
  • GM: Disaster?  [View article]
    As I recall, they were saying oil was going to $200. That was even admittedly repeated this morning on CNBC. They were clearly wrong.
    Feb 4, 2016. 09:44 AM | 1 Like Like |Link to Comment
  • After Hours Gainers / Losers  [View news story]
    Moonves is Chairman of CBS and this is a big relief so CBS should go much higher.
    Feb 4, 2016. 09:39 AM | Likes Like |Link to Comment
  • CBS names Moonves to replaces Redstone as Executive Chairman  [View news story]
    Yea! Les Moonves was never thought by the articles I read on here to get the job. I am so glad! Sorry about Redstone but at some point everyone has to retire. CBS is going straight up.
    Feb 4, 2016. 09:34 AM | Likes Like |Link to Comment
  • IBM: CEO's Performance Issues Cannot Hurt This Stock  [View article]
    IBM is 125 after hours, on its way to 130.
    Feb 4, 2016. 01:44 AM | Likes Like |Link to Comment
  • IBM: CEO's Performance Issues Cannot Hurt This Stock  [View article]
    IBM was just fine before she became CEO.
    Feb 4, 2016. 12:41 AM | Likes Like |Link to Comment
  • GM: Disaster?  [View article]
    The forecast for 2016: "a mild uptick in global sales growth of 2.7 percent" "IHS estimates there is still strong upside potential as a strengthening US economy and stronger employment takes the US market to 18 million units over the next two years or so."
    GM stock is priced very cheap. So if you think sales will continue, it is a buy.
    Feb 4, 2016. 12:36 AM | Likes Like |Link to Comment
  • GM: Disaster?  [View article]
    Here's his argument.
    http://cnb.cx/1StV0B3
    I'm going to see what an economics professor thinks. I'm always skeptical of hedge funds.
    Feb 3, 2016. 05:34 PM | 2 Likes Like |Link to Comment
  • GM: Disaster?  [View article]
    Financial Times estimate is $7.7 Trillion.
    You assume that shorting the Chinese currency hurts US stocks. And there is no guarantee that their short will work.
    Feb 3, 2016. 05:26 PM | Likes Like |Link to Comment
  • General Motors: Was That The Peak?  [View article]
    The past year Toyota hasn't done any better, and the dividend yield is only 3%.
    And Toyota Motor Corp. (NYSE:TM) has reported its US sales data for January 2016. It posted deliveries of 161,283 units, which represents a 4.7% decline compared to last year's comparable month.
    Feb 3, 2016. 05:02 PM | 5 Likes Like |Link to Comment
  • General Motors: Was That The Peak?  [View article]
    Search on site:http://www.cnbc.com for peak auto sales and you get 4,500,000 hits.
    A contrarian investor will buy stocks when there is a fallacy in the news and the stocks are out-of-favor.
    Feb 3, 2016. 04:58 PM | 2 Likes Like |Link to Comment
  • General Motors: Was That The Peak?  [View article]
    CNBC is just a mouth-piece for hedge funds and short sellers. Here's proof. From Dec 4, 2014 on CNBC, "With Dealertrack deeply embedded into the car dealership process, Cramer thinks it could be the best pulse for how well cars are selling. Three months ago hedge funds anticipated that we were at peak auto sales in this country."
    http://cnb.cx/1StI6TF
    So since September of 2014, CNBC has been pushing investors to think that "peak auto sales" were something to fear.
    Here's the real forecast for 2016: "a mild uptick in global sales growth of 2.7 percent" "IHS estimates there is still strong upside potential as a strengthening US economy and stronger employment takes the US market to 18 million units over the next two years or so."
    http://bit.ly/1QGEquf
    Feb 3, 2016. 04:57 PM | 3 Likes Like |Link to Comment
  • GM: Disaster?  [View article]
    yeah right, I have more hits than Cramer, give me a break.
    Cramer isn't the only person saying this on CNBC.
    The US is about as far from a recession as I am from having my own tv show.
    Feb 3, 2016. 04:21 PM | 1 Like Like |Link to Comment
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