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Momintn

Momintn
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  • IBM: A Comment On Price Vs. Value [View article]
    I came across another article that I had not seen that uses various methodologies to calculate the fair value of a stock. Here are some of the prices they come up with: $245, $253, $219 Discounted Cash Flow Models
    $214, $186 Bear cases

    http://seekingalpha.co...
    Jun 26, 2015. 04:47 PM | 1 Like Like |Link to Comment
  • Understanding The Upsurge Of The Chinese Stock Market [View article]
    The best thing to do to figure out if stocks are over-valued is to look at P/Es and then go pull up a stock you are familiar with in the same sector, basically doing the same thing, with similar sales, and see what that P/E is.
    Recently someone on here was saying to go long Lenovo. And I pointed out that the P/E was 20 on their business of selling old IBM hardware while IBM is selling at a P/E of 10. Clearly IBM is a much better value. People should start paying attention to valuations. Perhaps they won't but that is how to tell if their stock market is in a bubble. I looked at the P/Es of the Chinese stocks that were on Finviz, and I only saw a couple that looked cheap, and they may be cheap for a reason like coal or gold. Most looked expensive to me.
    Jun 26, 2015. 04:13 PM | 1 Like Like |Link to Comment
  • China plunges deep into the red [View news story]
    Buy global brands that are doing well in China like General Motors. Collect that 4% dividend while you wait for Wall Street to realize the reasons to buy the stock. Number 1 market share in USA and either number 2 or number 1 in China depending on the quarter. GM's joint ventures in China have been on a tear hitting record sales this year. GM has recently been upgraded to investment grade credit rating by Fitch, which now includes investment grade by all rating agencies. S&P, based in the USA, has had GM on their 5-star stock list for over a year. Technology in 2015 models and upcoming 2016 models which go into production next week means continuing growth in revenue from the two largest auto markets in the world. And the company is increasing profitability in the new 2016 models.
    Jun 26, 2015. 12:28 PM | 1 Like Like |Link to Comment
  • IBM Will Not Have A Great Quarter - Cramer's Lightning Round (6/25/15) [View article]
    If you notice, Cramer always likes a stop when it's expensive. You are not going to make much money buying expensive stocks from here. And you are just taking too much risk. So people need to start talking about valuations, cash flow, and earnings. I don't hear much about that on CNBC. Maybe they are not qualified to talk about important things.
    Jun 26, 2015. 11:58 AM | Likes Like |Link to Comment
  • IBM Will Not Have A Great Quarter - Cramer's Lightning Round (6/25/15) [View article]
    I used to own both OUTR when it was CSTR and EBIX, and CNBC scared me out of both stocks in the summer and in the fall years ago. I missed huge opportunities for gains. Just saying to take their negativity with a grain of salt. I have not researched either stocks though. I do know that this is an excellent price for IBM's stock.
    Jun 26, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • Understanding The Upsurge Of The Chinese Stock Market [View article]
    Credit Suisse cannot manage their own business so why do you trust their data? Why do you read Zerohedge which is an anonymous website in Switzerland and Liechtenstein for gold-runners and tax-evaders with posts from a fictional character in the movie "Fight Club"?
    Jun 26, 2015. 11:31 AM | Likes Like |Link to Comment
  • Box now up 11% since IBM deal announced [View news story]
    By the end of this year, IBM plans to have 46 data centers dedicated to its cloud business, with 25 of them outside the United States in 17 other countries. Storing Box data on IBM's cloud is just going to make IBM's cloud bigger. The Box partnership, said Robert Picciano, senior vice president for data analytics at IBM, is another step in “the transformational journey we’re on.” Data analytics is the largest of the growth categories for IBM, with revenue of $17 billion a year, growing at a 20 percent clip in the first quarter.
    Jun 26, 2015. 10:00 AM | 1 Like Like |Link to Comment
  • GM Pokes Tesla With Chevy Bolt Development Progress Report [View article]
    Tesla has a junk B- credit rating. Tesla bulls may not care now but if Tesla has to borrow money and rates move higher, then Tesla will pay more than GM to grow their business. On June 18, 2015 GM announced that Fitch raised GM's credit rating to investment grade and that all rating agencies now have GM rated as investment grade. GM's credit rating is 6 levels higher than Tesla's credit rating. http://bit.ly/1KhnBVY
    Jun 26, 2015. 09:43 AM | 2 Likes Like |Link to Comment
  • GM Pokes Tesla With Chevy Bolt Development Progress Report [View article]
    Short covering has created a bubble in the stock.
    Jun 26, 2015. 09:24 AM | 1 Like Like |Link to Comment
  • GM Pokes Tesla With Chevy Bolt Development Progress Report [View article]
    What will the $35,000 Tesla look like? Has anyone seen one? GM is the most transparent of all auto manufacturers and 1,000 engineers are working on the Bolt.
    Jun 26, 2015. 09:20 AM | 2 Likes Like |Link to Comment
  • GM Pokes Tesla With Chevy Bolt Development Progress Report [View article]
    The 4-cyl Equinox is assembled in Spring Hill, TN.
    Jun 26, 2015. 09:17 AM | Likes Like |Link to Comment
  • IBM Will Not Have A Great Quarter - Cramer's Lightning Round (6/25/15) [View article]
    Cramer is pumping his stocks into unreasonable valuations. Be careful out there! There are many good companies with very low valuations and solid fundamentals like IBM, and that is what you should be buying.
    Jun 26, 2015. 09:03 AM | 1 Like Like |Link to Comment
  • IBM, Box form extensive enterprise software alliance [View news story]
    IBM's forward P/E is 10 which is very cheap. IBM is the better buy because they actually make money and pay a dividend of 3%.
    Read between the lines: 1. integrated with IBM's content management and enterprise social networking software. (IBM competes with hundreds of Social Network software products but IBM Connections is one of the best and looks like it will be getting better.) 2. Box's content accessible to the cloud-based Watson Analytics platform. (IBM Watson is just scooping up as much information as it can get for IBM's analytics platform.) 3. store content via IBM's cloud infrastructure. (And IBM's cloud grows bigger.) 4. IBM's security technologies will be used. (Good for users as they become more users of IBM security.) 5. content management solutions for, and integration with, the iOS apps. (Sounds like those apps just get better.) So while you may like BOX, consider buying IBM which is making moves almost every day to enhance their offerings.
    Jun 25, 2015. 07:26 PM | Likes Like |Link to Comment
  • Goldman Is Jumping On The Ford Bandwagon [View article]
    I'm in agreement with you on that. GM and their ventures in China have grown China into the largest auto market in the world based on new licenses with only about 5% of Chinese citizens with cars. Here in the US, we have 80 to 90% with cars. China has a long way to go before they hit a slowdown. Otherwise why would Ford be building factories there? The question is what is Ford going to do any better than what GM is already doing in China? I say 10% growth is pretty good for GM's joint ventures. What if it slows to 6 to 8% growth? Is that a reason to sell a very cheap stock and buy a more expensive stock that isn't that big in China yet? Just last week they were talking about how great the Chinese market is doing. So apparently the Chinese do not think they are having a slowdown.
    Jun 25, 2015. 03:33 PM | 1 Like Like |Link to Comment
  • GM Pokes Tesla With Chevy Bolt Development Progress Report [View article]
    Tesla's market share is negligible, that is blank on WSJ auto sales.
    Jun 25, 2015. 03:25 PM | 1 Like Like |Link to Comment
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