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Momintn

Momintn
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  • IBM And Rising Rates? Not A Good Combination [View article]
    IBM's short term debt was $9,181M end of 2012, $6,862M end of 2013, and has fallen to $5,731M end of 2014. So it doesn't appear that short term debt is much of a problem.
    Mar 25, 2015. 12:04 PM | Likes Like |Link to Comment
  • IBM And Rising Rates? Not A Good Combination [View article]
    I suppose you think you know more than the rating agencies. IBM has one of the best credit ratings in the market at AA-.
    Mar 25, 2015. 11:13 AM | 3 Likes Like |Link to Comment
  • If FX Drag Doesn't Matter, IBM Is Grossly Undervalued [View article]
    S&P Capital IQ rates both INFY and ACN as a Sell 2-star and IBM as a Buy 4-star. But apparently traders don't care what a stock is worth. And I just looked up the ratings of the two stocks that I previously posted as at ridiculous levels with their currency down so much. I do not work for S&P either.
    Mar 24, 2015. 07:27 PM | 1 Like Like |Link to Comment
  • If FX Drag Doesn't Matter, IBM Is Grossly Undervalued [View article]
    Another ridiculous stock investment in a weak currency is Accenture with a P/E of 20 which has just moved up along with the S&P 500 ignoring the fact that the Euro has been so devalued and the stock is incorporated in Ireland. Remember the PIIGS?
    Mar 24, 2015. 07:18 PM | Likes Like |Link to Comment
  • If FX Drag Doesn't Matter, IBM Is Grossly Undervalued [View article]
    Clearly FX doesn't matter to some stocks now. Look how expensive the Indian company Infosys is. And the rupee went down causing the stock to go down with it, between 2011 through the 2nd or 3rd quarter 2013. Then in 2014 traders didn't care any more about the rupee and started bidding the stock back up. It's at a ridiculous P/E of 20 with a 1.3% dividend. There isn't any way I want to be invested in a stock that pays a dividend in the rupee. But traders clearly are blinded because they appeared to have some growth, which probably was nothing more than a weak currency. Telling Americans to invest in countries with a weak currency and then punishing companies' stocks who invest there doesn't seem logical to me.
    Mar 24, 2015. 06:58 PM | 2 Likes Like |Link to Comment
  • Barron's 400 rebalance adds/drops multiple names [View news story]
    Looks like Barrons has lost its touch. 1 yr performance for their index underperforms the S&P 500; Total gain of 10.83% as compared to 15.47% for the SPY. The stocks they are dropping are the cheaper stocks and likely safer when the "sell in May" hits the news media.
    Mar 24, 2015. 11:18 AM | Likes Like |Link to Comment
  • Homebuilders on the move after strong February sales report [View news story]
    Buy Ryland RYL. Look at the cities where they have communities. Booming!
    http://bit.ly/1HwA8iY
    Look at "Find your new home" for locations. Southern California, Las Vegas, Denver, Texas, Atlanta, Florida, etc....
    Mar 24, 2015. 10:45 AM | Likes Like |Link to Comment
  • Homebuilders on the move after strong February sales report [View news story]
    Strong sales in the West and South outweighed weak sales in the Northeast, ...
    http://bit.ly/1DTv36E
    Mar 24, 2015. 10:37 AM | Likes Like |Link to Comment
  • Rometty: IBM will share technology with Chinese companies [View news story]
    Honestly as a shareholder I do not care at all about China. At the very most, IBM gets 4% of revenue from China. They create more jobs and make more money for China with all their distribution centers there for the rest of Asia that I don't know why IBM doesn't threaten to leave. There are many other countries that would welcome those jobs and be easier to do business with. And the banks really have no other alternative, and they know it. It isn't easy to figure out whether you have a hardware or software problem, and I pity them when they have to diagnose their intermittent problems as they move away from IBM hardware. Banks can have no downtime in this day and age.
    Mar 23, 2015. 02:08 PM | 3 Likes Like |Link to Comment
  • Pfizer to receive $200M payment from partner Eli Lilly upon resumption of pain med development [View news story]
    Here is more information on why Pfizer is up today.
    http://on.mktw.net/1CR...
    "Jefferies analyst Jeffrey Holford said he believes Pfizer's stock to "significantly appreciate over the next 1-2 years," citing a better-than-expected launch of its cancer treatment Ibrance, an underappreciation of the company's global established pharmaceutical (GEP) business, potential mergers and the separation of its GEP business by 2017 at a minimum. Holford reiterated his buy rating but raised his price target to $45, which is 28% above current levels, from $42. "
    Mar 23, 2015. 01:58 PM | Likes Like |Link to Comment
  • AstraZeneca may again become a takeover target if growth fails to materialize [View news story]
    I certainly hope Pfizer does not consider it. I prefer smaller acquisitions.
    Mar 23, 2015. 01:50 PM | Likes Like |Link to Comment
  • Pfizer to receive $200M payment from partner Eli Lilly upon resumption of pain med development [View news story]
    No one should have to suffer in pain when there is some alternative. Good for Pfizer to continue this research.
    It would be more helpful for me if SA would only put articles in my portfolio when my exact stock is mentioned. I do own Pfizer but some of these other articles have nothing to do with my stock.
    Mar 23, 2015. 01:47 PM | Likes Like |Link to Comment
  • Should Visa, MasterCard Fear IBM? [View article]
    Look what the strong dollar has done to Visa's earnings.

    Sent: Sat Mar 21 2015 9:00:49 AM EDT
    Change in Consensus Earnings Estimate
    EPS estimate down $-1.871 to $0.624 for quarter ending 3/2015
    Mar 21, 2015. 04:52 PM | Likes Like |Link to Comment
  • Why Corning Is Poised To Beat The S&P 500 This Year [View article]
    Jim Flaws - VP And CFO
    "The Samsung deal has not closed. So that probably won't close until the end of February or the end of March. So you probably won’t see much impact of that until Q2." I don't think we know yet about the deal.
    Mar 20, 2015. 05:46 PM | Likes Like |Link to Comment
  • IBM's Only Potential Upside Catalyst [View article]
    On Mar 16, S&P replaced Qualcomm with IBM in their High-quality Capital Appreciation Portfolio.
    Mar 20, 2015. 05:23 PM | 1 Like Like |Link to Comment
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