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Momintn

Momintn
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  • IBM According To Warren Buffett's Annual Letters To Shareholders [View article]
    You are right about that. For what I've read Salesforce employees are happy getting stock while their company doesn't make any money. Sounds to me like Einhorn should look into that.
    Aug 26 12:16 PM | Likes Like |Link to Comment
  • A Few Reasons Why IBM Can Recover From A Flat Performance [View article]
    My ownership of IBM has certainly grown over time. Calculate how much of IBM you owned 10 years ago and how much you own now. I honestly hope IBM buys back as many of their shares as possible.
    Aug 26 11:47 AM | Likes Like |Link to Comment
  • A Few Reasons Why IBM Can Recover From A Flat Performance [View article]
    IBM should continue the hardware business but do better in explaining the overall benefits to the business by providing innovative products to large enterprise clients even when the hardware is highly cyclical and less profitable. And no one else is going to do it. Many engineers and inventions lead to them being a patent leader for decades. In the long run, it does pay for itself as well as provide a solid investment in IBM's own infrastructure. IBM uses the products it makes. The CEO is highly capable and has shown leadership in setting IBM goals in all the growth categories. She did this before she became CEO in several instances.
    Aug 26 11:44 AM | Likes Like |Link to Comment
  • July New Home Sales Reflect Deteriorating Housing Market [View article]
    Buy on weakness for long term gains.
    Aug 26 11:36 AM | Likes Like |Link to Comment
  • IBM's Problems May Be Fatal [View article]
    Then don't. I could care less who invests in IBM.
    Aug 26 11:31 AM | Likes Like |Link to Comment
  • A Few Reasons Why IBM Can Recover From A Flat Performance [View article]
    System X server division is being sold to Lenovo, not all servers. This has been known for over a year and likely is a primary reason for the lower revenue. Power8 is a new family of processors in the new server line from IBM. Gartner Market Share report ranks IBM worldwide market leader in flash storage based on revenue for 2013. IBM has a software defined strategy for storage and software will be the revenue growth going forward, which has a higher profit margin than hardware.
    Aug 25 05:14 PM | 1 Like Like |Link to Comment
  • July New Home Sales Reflect Deteriorating Housing Market [View article]
    Ryland just reported earnings for Q2. The company's P/E is 5 which is pretty cheap.
    Pretax earnings from continuing operations rose by 17.9 percent
    Housing gross profit margin was 21.2 percent for the second quarter of 2014
    Revenues totaled $577.4 million for the quarter ended June 30, 2014, representing a 17.1 percent increase
    Active communities increased 18.1 percent to 307 communities
    Controlled lots are up 5.7 percent
    Aug 25 03:56 PM | Likes Like |Link to Comment
  • Revisited - CBS Misstates Opportunity By Over One Hundred Million Dollars [View article]
    Viewers also have the option of leaving the room to do something else, surfing the internet, looking at snail mail, paying their bills, reading a book, talking to someone, or even watching an interesting ad that might be something they want or need. Advertisers know that you don't watch every ad. That's why sometimes they play the same ad back to back.
    Aug 25 03:41 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    IBM has been in the business as well, first with business partners and their own product. IBM plans to integrate the businesses of Lighthouse and CrossIdeas with IBM's current IAM offering, with the goal of building out a full suite of identity-focused security software and services. According to recent figures by Gartner, IBM has become the third-largest security software vendor, behind Symantec and McAfee, with its revenues up 20 percent year-over-year in 2013 to $1.14 billion. You know that IBM will eventually win and be on top. They've done this in almost every growth category they enter. You don't have to be first to be the best.
    Aug 25 03:14 PM | Likes Like |Link to Comment
  • IBM's Problems May Be Fatal [View article]
    In 2012, Fortune ranked IBM the No. 2 largest U.S. firm in terms of number of employees. Even if IBM has only 1/4 of their employees in the USA, that is a large number considering that IBM is in over 270 countries. Why do you think Europe tries to find something wrong with IBM's business and fine them for being a monopoly? Other countries want those jobs and those taxes.
    Aug 25 02:50 PM | Likes Like |Link to Comment
  • IBM According To Warren Buffett's Annual Letters To Shareholders [View article]
    IBM is building cloud data centers all over the world so I don't know why you say they are not investing in their own business.
    Aug 22 01:30 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    "From a customer perspective, IBM now has the ability to deploy end-to-end cloud-based IAM (Identity and Access Management) services, software and systems," said Latha Maripuri, director of IBM security services. "Our competition may be able to offer a piece of the solution, but IBM will be able to deliver the entire solution."

    Maripuri said that social, mobile and cloud trends are weighing heavily on companies that are trying to manage identities, and it’s important to have one company wrestle the complex solutions. That end-to-end IAD offering eliminates the complexity of multivendor deployments and ultimately saves customers money.

    Maripuri said that IBM plans to roll out a full suite of IAM offerings to its channel partners. "It's our intent to have our business partners selling these services within the next six to 12 months," she said.

    The purchase is within the Global Technology Services group and is the second recent acquisition by GTS. In July, IBM Security Services purchased CrossIdeas, a privately held provider of security software that governs user access to applications and data across on-premise and cloud environments.

    http://bit.ly/1ohYhik
    Aug 22 12:57 PM | Likes Like |Link to Comment
  • The Bull Case For IBM: A Revision Of The DCF, A Look At ROIC [View article]
    If you ever called on and responded to RFPQs from the government, you know that many people who make decisions have no idea what they are doing. One win isn't going to make Amazon much money. They are saddled with the low margin retail business and all the ideas they can devise aren't going to change that.
    Aug 22 12:43 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    Looking at these big pops today thinking that those are better investments will be a serious problem for many novice investors. If the companies can't make money, they are depending on Wall Street to give them a pass. I can't think of anything closer to a pyramid scheme than pumping a stock of a company who can't make any money when they have double digit revenue growth. I remember the internet bubble in the 90's and I remember the crash of IBM's stock. Sometimes the market does get things wrong. And you don't want to be on the wrong side of fundamentals because of hype There is a reason IBM is in the Moat ETF and Salesforce isn't.
    Aug 22 12:24 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    That isn't true. Mainframe revenue has been very stable. When you measure mainframe sales in mips then there has been growth even in the past few years when everyone knows that a new mainframe announcement is imminent.
    Aug 22 12:14 PM | Likes Like |Link to Comment
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