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  • IBM: Buffett Inexplicably Doubles Down [View article]
    I agree with you Ernie but it doesn't make me happy as a shareholder. Either IBM can't get their message out in this blogger sphere or the Chinese have control of the price of our stock, running up Lenovo instead. Either way I'm not happy and I don't think there are many long-term shareholders happy either. I think it is time to fire the board.
    Feb 20, 2015. 05:43 PM | 1 Like Like |Link to Comment
  • The Biggest Risks To Stocks In 2015: A 10-Point Analysis [View article]
    I decided to look back and see what happened in Oct to cause the dip. Sept had a one week of steady decline and then all the familiar websites and reasons to worry hit the media. An author on here said he thought the decline in Sept was "fiscal year end pressures on money managers to preserve their year's performance effort and a terrorism warning from Iraq's PM".
    And there was a Bloomberg article: "About 47 percent of stocks in the Nasdaq Composite Index are down at least 20 percent from their peak in the last 12 months while more than 40 percent have fallen that much in the Russell 2000 Index and the Bloomberg IPO Index." that may have begun the decline of the S&P.
    And from Seeking Alpha Sept 21:
    "Here are some interesting supporting themes. Expect to read and hear more about them in the week ahead:
    Outflows from European stocks ( FT ).
    Smallcaps struggling ( Bespoke with the chart you expect).
    Gold has "looked like death" according to Joe Weisenthal . Josh Brown highlights the same point in time, comparing gold to stocks. Eddy Elfenbein joins in .
    Oil prices are falling ( WSJ ) and so are oil stocks.
    Izabella Kaminska sees "the end of bitcoin." Josh Brown wouldn't trade it, but thinks it is a key support level..."
    Constant talk about the FOMC raising rates which didn't happen.
    Money piling into the Alibaba IPO while watching it drop 10%.
    Hedgefunds selling to protect their gains for the year.
    Then on Oct 6, Barclays Warns “King Dollar” Could Crush Earnings
    But if you read the article it is written by the pseudo-named character Tyler Durden from Zerohedge and not Barclays. (Remember Barclays and the liebor phone calls, perhaps they lie about everything.) Most of the bearish articles google finds are on and the final scary one hit the bottom with
    History Says Corrections Can Be Very Painful on Oct 16.
    So much for anonymous websites in unknown places. Glad I didn't sell my stocks.
    Feb 20, 2015. 04:25 PM | 2 Likes Like |Link to Comment
  • The Biggest Risks To Stocks In 2015: A 10-Point Analysis [View article]
    The correction can be minimized if shareholders don't lend out their stocks to be shorted. Call your brokers and sign documents to prevent it. Don't setup margin accounts for your stocks. If it does happen, don't panic. They traded down the S&P 500 9.9% in October and look at where it is now.

    This was a very convincing bearish article in June of 2013, which marked the bottom for that year.

    Look at the long-term chart and take advantage of any big pullbacks.
    Feb 20, 2015. 02:51 PM | 2 Likes Like |Link to Comment
  • The End Of The Department Store [View article]
    That's an old article and who is Business Insider? I read a recent article that said malls were improving with new types of tenants such as fitness, Apple stores, health stores, tutoring, financial advisors, etc. And of course there are restaurants. Look at how the mall Reits have done. Doesn't appear there are problems with the rents.
    Feb 20, 2015. 02:29 PM | 1 Like Like |Link to Comment
  • The End Of The Department Store [View article]
    Online is a tiny percentage of retail. Most people who have internet access want both. Many people have no internet access and do not care to have it. Thinking that online shopping will replace all brick & mortar stores is a fool's errand.
    Feb 20, 2015. 02:16 PM | 3 Likes Like |Link to Comment
  • Sterne Agee: "Keep buying the homebuilders" [View news story]
    I'm in Ryland. Good company.
    Feb 20, 2015. 12:27 PM | Likes Like |Link to Comment
  • Coca-Cola's Earnings Prove The Business Is Still Shrinking [View article]
    Ridiculous valuations and I will never put my money into that.
    Feb 20, 2015. 12:26 PM | Likes Like |Link to Comment
  • IBM: Buffett Inexplicably Doubles Down [View article]
    IBM Studio Opens in London to Transform the Client Experience
    Feb 20, 2015. 12:09 PM | 3 Likes Like |Link to Comment
  • IBM: Why A $4.8 Billion Drop In Revenue Would Get Me Bulled-Up [View article]
    Thomson Reuters may change their mind.
    ARMONK, N.Y. - 02 Dec 2014: IBM (NYSE: IBM) today announced a new multi-year services agreement with Thomson Reuters to provide IT services to employees globally. IBM will help Thomson Reuters deliver internal-facing IT support services that enable its increasingly mobile workforce to take full advantage of enterprise technology resources to anticipate and address opportunities in fast-changing global markets.
    “Thomson Reuters will be able to capitalize on IBM’s industry-leading IT capabilities and expertise to improve operational processes and internal services across our businesses to enable our employees around the globe to focus on faster innovation for our customers,” said Rick King, executive vice president and chief operating officer, Technology at Thomson Reuters.
    “With rapidly changing dynamics in how businesses access, analyze and consume information, global enterprises require greater agility and continuous innovation in order to remain competitive,” said Philip Guido, General Manager, IBM Global Technology Services, North America. “This new agreement demonstrates how IBM is the partner of choice for enterprise clients looking to maintain a competitive edge.”
    Thomson Reuters has been claiming that they have been managing big data for two decades. I guess they have decided that IBM can do a better job. And all of those IT employees now work for IBM. Guess whose stock they are buying...
    Feb 20, 2015. 11:54 AM | Likes Like |Link to Comment
  • IBM: Buffett Inexplicably Doubles Down [View article]
    I added to my IBM position recently last year. And I'm not ever selling IBM shares so obviously I disagree with you and think this is the greatest buying opportunity I've seen in a long time. However I'm no longer voting with the board so they better understand that IBM is not just a company that needs to respond to analysts and banks who want to do some M&A deal. It's time to shake up the board and let them know that large investors do not want IBM to give away the products that made IBM the company it is. Getting rid of foundries and older products may look good on paper and likely makes some banker wealthy but it just doesn't appeal to me. Take a look at Lenovo's stock, up 350% this past decade, when all they have done is buy IBM old products. The only people who have even more explaining to do is the analysts who work for these banks and why they think that a P/E of 10 is acceptable in a bull market for a large company like IBM when IBM has done the very deals they sell. What I have learned from Buffett is that when a company is cheap, that is the very time to invest, because the market will not keep the high flyers up forever. The only losses I have ever taken were from following CNBC, so beware of listening to hype. If something is too good to be true, it generally is. And you may need to take profits in Lenovo.
    Feb 20, 2015. 11:27 AM | 4 Likes Like |Link to Comment
  • General Mills Yielding 4.9%? It Can Happen [View article]
    General Mills has a number of things going for it including Yoplait yogurt and those vegetables that microwave in the bag. They are reducing the sugar in cereal and recently bought Annie's for organic. It's a well-managed company that has a plan for growth.
    Regarding the hype from Cramer on organic, keep in mind that only 4% of consumers in the USA buy organic.
    Feb 20, 2015. 11:01 AM | 1 Like Like |Link to Comment
  • REITs May Be Ready For A Fall [View article]
    The reason the debt level is higher is that all of the reits own property. You rate Reits on dividend yield, distribution yield, funds from operations, adjusted funds from operations, net asset value, etc. You are comparing apples to oranges. A percentage of your portfolio should be in property assets. Reits are the easiest way to do it and there are tax breaks on distributions in many states. I agree with you that I would choose Reits that pay a higher distribution after checking how they are doing. Healthcare Reits seem to pay better. I own HTA Healthcare Trust of America which yields 4%. I also own CGM and Cohen & Steers Realty trusts mutual funds for many years which have out-performed the S&P 500 in the past decade.
    Feb 20, 2015. 10:29 AM | 5 Likes Like |Link to Comment
  • Procter & Gamble: 'The Most Significant Impact We Have Ever Incurred' [View article]
    There are 92 of them in the S&P 500. Run a screen.
    Feb 19, 2015. 07:52 PM | Likes Like |Link to Comment
  • IBM: Why A $4.8 Billion Drop In Revenue Would Get Me Bulled-Up [View article]
    IBM should just raise the dividend to 3% yield.
    Feb 19, 2015. 05:58 PM | Likes Like |Link to Comment
  • General Mills Yielding 4.9%? It Can Happen [View article]
    I usually like stock buybacks best, but it seems like this year is slow and I think a dividend raise would be better now with such low rates.
    Feb 19, 2015. 05:49 PM | Likes Like |Link to Comment