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Momintn

Momintn
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  • IBM beats EPS estimates, misses revenue estimates; guidance affirmed [View news story]
    First half: Free cash flow of $4.5 billion, up $0.8 billion year-to-year;
    o Now expects modest increase in free cash flow year-to-year.

    This is how they will continue to raise the dividend and buyback shares. Fourth quarter is the strong quarter.
    Jul 20, 2015. 04:37 PM | 7 Likes Like |Link to Comment
  • Fear The Amazon Juggernaut [View article]
    Have you ever heard about Amazon's downtime? Completely unacceptable in this .9999% availability world.
    Jul 20, 2015. 01:23 PM | Likes Like |Link to Comment
  • Why EPS And Share Price Don't Predict Future Performance [View article]
    Microsoft has wasted a lot of money on their acquisitions and then had to cut back their own business. EPS has fallen the last 5 quarters. People absolutely hated Windows 8 and they had to scrap Windows 9. There is so much crap that gets updated that PCs can hardly run any more. And with Intel's confusing updates, both from them and from the hardware vendor, who knows how you are suppose to get wireless connectivity to work? There is no wonder that people aren't buying PCs. It's just too big of a hassel to waste your time on problems and then read unknown sources on the internet. People don't even read their email any more. It's a bunch of spam with ads.
    Jul 20, 2015. 11:37 AM | 2 Likes Like |Link to Comment
  • What To Look For In IBM's Earnings [View article]
    "and operating (non-GAAP) diluted earnings per share of $15.75 to $16.50."
    According to yahoo, analysts are expecting $3.78 non-GAAP this quarter and $15.88 for the year.
    Jul 20, 2015. 11:25 AM | 1 Like Like |Link to Comment
  • My Second Quarter Earnings Prediction For CBS [View article]
    Looks like CBS will have 20% growth in EPS for the next 3 years on streaming and retransmission, and becoming less cyclical depending on ad revenue. You are buying this summer around the price of shares at the beginning of the year because investors do not know this. Many cyclical stocks are down this summer for no apparent reason, other than Greece or oil, and should likely be bought.
    Jul 20, 2015. 09:24 AM | Likes Like |Link to Comment
  • Why EPS And Share Price Don't Predict Future Performance [View article]
    I have heard very little about earnings so I'm not sure who you are listening to, especially on tv. It's all about revenue growth. The bubble stocks' EPS is pennies and many of them are far less than last year. How long these bubble companies can move higher on momentum is a fool's game.
    Jul 20, 2015. 09:04 AM | 2 Likes Like |Link to Comment
  • What To Look For In IBM's Earnings [View article]
    We really don't get much information from earnings so I'm not looking for any big moves. The reason that I'm not that interested in old news such as currency headwinds and divestitures is that the stock is already so cheap and I have much cash to invest. Better to buy cheap stocks that will be here for the next 100 years if you plan to leave your assets to your heirs. Buying stocks when they are down will earn more for the future than buying stocks that are at the top with little reason to go higher.
    Jul 20, 2015. 08:56 AM | 2 Likes Like |Link to Comment
  • Netflix Is Still Undervalued - Cramer's Mad Money (7/16/15) [View article]
    So what's to stop any company from producing better content, which already happens every season, and streaming it all over the world? As far as I know, Netflix doesn't build out the network. They are a subscription service which you can cancel at any time.
    Jul 20, 2015. 08:46 AM | Likes Like |Link to Comment
  • Netflix Is Still Undervalued - Cramer's Mad Money (7/16/15) [View article]
    Something more recent. Cannell Capital LLC is pushing for either a sale of TheStreet — the shares of which are down 85 percent from December 2007 — or for ­Cramer to resign from CNBC. http://bit.ly/1fTpYlw
    While Cramer trashed IBM multiple times on tv, he never explains that some stocks grow their payout to investors over time and do grow their business globally to employ more people and to make more money for investors in leading technologies which have a moat against competition. If you look at the performance of Cramer's company, TheStreet, it looks like the perfect short, showing how a company that doesn't make any money and has no moat pops the bubble and crashes. TheStreet IPOed May 10, 1999 at $19. IBM's total return since then is 82%. TST's total return since then is -94%.
    from http://bit.ly/MIOmnS
    So who knows more about wisely investing your money, IBM or Jim Cramer?
    Jul 18, 2015. 11:22 AM | Likes Like |Link to Comment
  • Coca-Cola Company: Overpriced With Poor Prospects [View article]
    Coke can always return to their original recipe. I could use a little boost this time of the day. And we are running out of room in our prisons and some of us would have to be left free to pay the tab...
    All kidding aside, a return to sugar instead of corn syrup could be the real winner for Coke. Most Coke consumers are not looking for a very sweet drink so it shouldn't take much.
    Jul 17, 2015. 03:15 PM | 2 Likes Like |Link to Comment
  • Coca-Cola Company: Overpriced With Poor Prospects [View article]
    Where does that protein in those protein drinks come from and the many things listed on the bag? Just wondering as I got tired of it after awhile. And it makes me thirsty too. Strange how you can be thirsty after drinking a tall glass. Just doesn't seem right somehow. When you drink a diet Coke, it is very satisfying and you certainly aren't thirsty afterwards.
    Jul 17, 2015. 03:05 PM | 2 Likes Like |Link to Comment
  • Fear The Amazon Juggernaut [View article]
    So how do you feel about the downtime? The day that NYSE was down, Amazon Data services had 11 hosts down. The first one I checked was down over 5 hours with 200 websites affected in Western Europe and the USA.
    Jul 17, 2015. 02:15 PM | Likes Like |Link to Comment
  • Coca-Cola Company: Overpriced With Poor Prospects [View article]
    Think about it. Coke made $7B in net income last year while Netflix made $.2B. Who should be more worried about it...
    Jul 17, 2015. 10:43 AM | 5 Likes Like |Link to Comment
  • Coca-Cola Company: Overpriced With Poor Prospects [View article]
    I just got off the phone this morning with my mom, who is in her 80s, and she said her stocks, mentioning Coke and Walmart, are doing fine and she doesn't worry about it. She said Walmart is full of people loading up on cases of Coca-cola. It's all about perception. You can't make people sell their stocks if they like them.
    Jul 17, 2015. 10:25 AM | 4 Likes Like |Link to Comment
  • Netflix Is Still Undervalued - Cramer's Mad Money (7/16/15) [View article]
    Netflix made $.62 per share in 2014. So far in the first half of 2015 Netflix has made $.12 in the first half, $.06 per quarter. Making money doesn't seem to be their forte.
    Jul 17, 2015. 08:55 AM | 4 Likes Like |Link to Comment
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