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Momintn

Momintn
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  • Will Pfizer Relaunch Its AstraZeneca Bid? [View article]
    I honestly think owners of Astra are pushing this in the media. I see no reason to do it.
    Apr 28, 2015. 02:01 PM | 1 Like Like |Link to Comment
  • IBM Gains Momentum [View article]
    IBM has outperformed the S&P500 for the last 10 year period by 2 percentage points.
    Apr 28, 2015. 01:48 PM | 5 Likes Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    I think anyone who sells is a short-term trader. It is disappointing that the stock is down today but I am not concerned. This is what happens sometime when people take profits because the stock is at its all time high. Consensus EPS estimate is up 34.8% for 2015. And now with the buyback analysts will raise estimates which will be good for the stock.
    Apr 28, 2015. 11:08 AM | 2 Likes Like |Link to Comment
  • International Business Machines declares $1.30 dividend [View news story]
    Thanks! Love the dividend yield of 3%.
    Apr 28, 2015. 10:36 AM | 2 Likes Like |Link to Comment
  • Will Pfizer Relaunch Its AstraZeneca Bid? [View article]
    They are definitely not doing this. Astrazeneca has nothing to offer in the way of growth and has many patents expiring.
    Pfizer's forward P/E is 15. Buy PFE.
    Apr 28, 2015. 09:32 AM | 5 Likes Like |Link to Comment
  • Ryland Group: Pitting The Positives Against The Negatives [View article]
    Some other articles that people may be interested in:
    Meritage Homes just reported revenue up 27% from last year.
    "The increase in home closing revenues was driven by a 29% and 64% increase in Central (Texas) and East Region (Florida, the Carolinas and Tennessee) revenues, respectively. Revenues increased 8% in the West region (California, Colorado and Arizona).".....note: no problem in Texas.
    http://yhoo.it/1ExLSmV
    "For 2015, S&P Capital IQ projects 6.5% growth in revenues, 4.2% unit growth and a 2.5% increase in the average price per unit."...Doesn't seem to be an affordability problem with wage growth.
    http://bit.ly/1DEuaKD
    "Where the "Rent-Buy Ratio" is less than 100, it is cheaper to rent; and where the ratio is higher, it is cheaper to buy, (for those who have the means and can qualify for a mortgage)." Ryland is one of 2 with the highest buy rating.
    Read more: http://bit.ly/1ExLTau
    I'm not sure why the high short ratio, but if Ryland doesn't miss they are going to get burned.
    Apr 27, 2015. 07:15 PM | Likes Like |Link to Comment
  • Ryland Group: Pitting The Positives Against The Negatives [View article]
    You are mixing up a lot of numbers. For instance, 75,000 in oil and gas have been layed off globally. Ryland is a U.S. home builder. When you write something that goes all over the place citing numbers, I'm not sure it really benefits anyone. There are many jobs that support families buying homes and even in Texas I suspect that the summer will pick up with tech jobs, healthcare, and retail. Texas claims to be the next silicon valley.
    The CNBC article is about existing home sales, not new.
    Ryland has debt because it has a retail mortgage business.
    Apr 27, 2015. 06:05 PM | Likes Like |Link to Comment
  • IBM: Death, Taxes, And... You Guessed It! [View article]
    The shorts must really be getting scared. IBM is over the 200 day SMA. Looks like it is headed up to fill in the gap.
    Apr 27, 2015. 01:23 PM | 2 Likes Like |Link to Comment
  • Microsoft's Cloud-First Mentality Is The Brilliance Of Satya Nadella's Vision [View article]
    Microsoft delivers their software in their cloud now so it seems to me it is just replacing their software via subscription instead of OTC.
    And they lowered their estimate to .51 so they could beat it at .61. If they had reported a meets estimate, the news would have told you that earnings was down from last year which was .68. This is the fifth quarter in a row that earnings has been less than the previous year same quarter.
    Apr 24, 2015. 06:53 PM | 1 Like Like |Link to Comment
  • IBM: Sometimes Flat Is Good - 9 Positive Points From Q1 Conference Call [View article]
    http://ubm.io/1tbNWdw
    Apr 24, 2015. 06:00 PM | Likes Like |Link to Comment
  • IBM: Sometimes Flat Is Good - 9 Positive Points From Q1 Conference Call [View article]
    I guess we will see. I wouldn't be putting my money in a company that reports losses like Amazon. IN a recent survey commissioned by Microsoft, IBM was first, MSFT 2nd, and Amazon a distant third in cloud.
    Apr 24, 2015. 05:26 PM | 1 Like Like |Link to Comment
  • IBM's Software Franchise Widens Its Moat [View article]
    Why don't you update your article with Revenue $ and earnings $? Then you will see just how much further ahead IBM is in this middleware software market. When you grow a big number by 6.1%, it's even a larger number. IBM gets over twice the revenue as the much-loved Oracle in this market.
    If IBM had kept the empty-calories in hardware, the stock market would be lapping up the stock.
    Apr 24, 2015. 03:51 PM | 5 Likes Like |Link to Comment
  • What Does 'Avengers: Age Of Ultron' Mean For Disney? [View article]
    I saw Robert Downey Jr on David Letterman last night, and I'm going to really miss David Letterman. I think Disney will do well unless the market tanks.
    Apr 24, 2015. 10:59 AM | 1 Like Like |Link to Comment
  • IBM: Sometimes Flat Is Good - 9 Positive Points From Q1 Conference Call [View article]
    CNBC pumps the other cloud companies into unrealistic valuations while IBM is the true gem in the category. The only way a cloud can ever take care of large corporations' transactions is to utilize the new z mainframes for mobile.
    Apr 24, 2015. 10:49 AM | 7 Likes Like |Link to Comment
  • IBM's First Quarter: What's Really Encouraging [View article]
    Amazon reported a loss while IBM reported a 8.5% EPS gain.
    Apr 24, 2015. 09:44 AM | Likes Like |Link to Comment
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