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  • IBM: The Poster Child Of Capital Misallocation [View article]
    I like IBM and WB. I do not like Stanley Druckenmiller. I find myself wanting to spell his name as Drunkenmiller because that is exactly how he sounds. He reminds me of why we had the great recession in the first place...too many bears allowed to talk as much as they wanted with free media. The days that people like that control government is over. People should buy stocks when they are cheap.
    Nov 9, 2015. 02:16 PM | Likes Like |Link to Comment
  • IBM: The Poster Child Of Capital Misallocation [View article]
    Stanley Druckenmiller closed his hedge fund in 2010 because he lost investors' money being short when the market went up. He is a bear and is bearish on the entire market for as long as I have heard about him. It is likely he is in Switzerland. That's where all wealthy bears go to die. There the fondue gives them the heart attack they deserve.
    Nov 9, 2015. 01:41 PM | 7 Likes Like |Link to Comment
  • Valeant - Why Bill Ackman Is Scared [View article]
    Hedge funds will lose you so much money if you follow them. There is no reason to think that because Cramer or Ackman or anyone else likes a CEO, that it will be a good long-term investment. And they could be selling their shares to you or someone else all the while they are talking on tv. It could just be a scam to make them money. Imagine how a tv show gets a CEO on their show, and they both make money. If your stock pops because of that, then sell it. Don't wait for the crash. When the media pumps up a stock, it is going to crash sooner or later.
    Nov 9, 2015. 12:49 PM | 2 Likes Like |Link to Comment
  • The Greatest Threat To Intel In Data Centers Comes From IBM, Not ARM [View article]
    Robert High, the chief technology officer for IBM's Watson supercomputer program, says intelligent “personal” robots will make up the next stage of human-machine interaction, following the wide adoption of industrial robots—the kind that now are used across industries to build things like cars on factory floors. We should all be seeing the new wave of robots regularly at hotels, banks and supermarkets, says Mr. High. (From WSJ)
    Think about what kind of computers and servers are going to be needed for that. People are not going to stand around for poor service or stay on the phone. The servers with the best performance for the price will win and that will be the new IBM Power architecture.
    Nov 9, 2015. 12:41 PM | 2 Likes Like |Link to Comment
  • The Greatest Threat To Intel In Data Centers Comes From IBM, Not ARM [View article]
    Because of the conclusion of the divestiture of IBM's X/86 server business, IBM can aggressively market the Power8 servers. They have far wider appeal now with the recent addition of the new IBM Power Systems LC family of servers, design-optimized for Linux based cloud and cluster deployments, delivering the only processor designed for big data in a new design point. Linux and Unix run on more servers globally than Windows. Most supercomputers run Linux. And Linux can run as a guest on IBM's System Z. Gartner said that 28% of System Zs in 2008 were running Linux. Linux is the fastest growing operating system, and is Unix-based like android. So now IBM will be selling the new servers to these Linux customers and they can actually order the most basic servers with less IBM support very cheap with a click-and-buy on their site for around $7,000. And IBM doesn't have to make the servers or the patented chips, retaining more profit from the server division.
    Nov 9, 2015. 11:58 AM | 2 Likes Like |Link to Comment
  • Major Investing Penalties, Versus Minor Ones [View article]
    Actually CIOs are more interested in private clouds than public. And they are interested in mobility, analytics, and security, all of which are IBM's strengths. The business process outsourcing market is expected to grow to $220B by 2020 with the top markets for growth being Asia Pacific, Latin America, and the USA. IBM is one of the top four vendors and has a wide global presence. And the new alliance with Apple shows the strength of IBM in mobility with IBM MobileFirst which is not only used for healthcare, but will increasingly be used for the financial industry in banking and insurance. Software robots that imbed Watson algorithms will be aggressively marketed to reduce BPO workers by 50% by 2018.
    Nov 9, 2015. 11:29 AM | Likes Like |Link to Comment
  • Major Investing Penalties, Versus Minor Ones [View article]
    Buying on weakness is going on now in IBM stock. Nothing new was said by Buffett that was not already known. All the same reasons exist for buying IBM stock, as well as many new ones with recent acquisitions. Buy bargain stocks now when they are a good value.
    Nov 9, 2015. 10:36 AM | Likes Like |Link to Comment
  • Hardware Is Vital To Microsoft's Future [View article]
    PCs are a declining business so that means less hardware and less software. Of all major PC vendors, only Apple managed to grow its unit sales in second quarter. In third quarter every Microsoft hardware vendor had declining sales except for Dell which grew .5%. World-wide Mac sales continued to grow 1.5% globally and 7.3% in the USA.
    "Despite the launch of Windows 10 in the third quarter, Gartner found that desktop PCs continued to show weakness with a "high-single-digit decline", while the segment that combines notebook PCs and premium ultramobiles -- such as the MacBook Air and Microsoft Surface Pro -- recorded a "low-single-digit decline"."
    The thinking is that a Windows 8 refresh will result in new PC purchases for the holidays but I doubt that people are going to buy PCs for holiday gifts.
    Nov 6, 2015. 01:01 PM | 1 Like Like |Link to Comment
  • Hardware Is Vital To Microsoft's Future [View article]
    Go compare the balance sheet and income statements for 2014 and 2015. There is no explanation as to why anyone would pay a P/E of 36 for MSFT.
    Nov 5, 2015. 07:03 PM | 2 Likes Like |Link to Comment
  • Hardware Is Vital To Microsoft's Future [View article]
    Honestly I don't know why Microsoft is at such a high valuation. Apple has clearly outrun them, and will do so going forward. The only reason Microsoft beat earnings was because of their buybacks. And there are other people who agree with me. The best thing to do now is sell Microsoft and buy both Apple and IBM.
    Nov 5, 2015. 06:33 PM | 2 Likes Like |Link to Comment
  • CBS boldly going streaming-exclusive for new 'Star Trek' series [View news story]
    Les Moonves is a very likeable guy and so knowledgeable of the industry.
    Nov 3, 2015. 10:12 AM | Likes Like |Link to Comment
  • CBS boldly going streaming-exclusive for new 'Star Trek' series [View news story]
    I love CBS tv shows and just can't part with my shares. People like to own stocks of companies they use. And advertising on CBS does pay off for global companies. Just look at how well GM is doing advertising on the Hawaii Five-O series and showing off their new cars. Advertisers need to jump on the new Star Trek series. Maybe that would be a good place for IBM's Watson. A personal robot should be out by 2017.
    Nov 3, 2015. 10:08 AM | Likes Like |Link to Comment
  • Stay Away From General Mills For Now [View article]
    GIS is priced higher now because of their acquisitions. They are moving into organic shopping aisle. The prices that consumers pay are much higher there. And I still prefer Yoplait yogurt that they bought a few years ago.
    I would prefer to buy more of GIS at $55, but this is not a bad price to buy it now because of the dividend and forward P/E. I have no reason to sell as I am not a day-trader. Buy this stock on any flash crash.
    Nov 3, 2015. 10:00 AM | 5 Likes Like |Link to Comment
  • General Motors October U.S. sales: +16% [View news story]
    GM is the global market share leader now and should be an investment for most people. People will buy a car before many other purchases. And European car companies will be avoided because of the diesel debacle.
    Nov 3, 2015. 09:48 AM | 3 Likes Like |Link to Comment
  • Stop Hating IBM: It's Enormously Profitable [View article]
    You can tell the financial media is very wrong on IBM when an Accenture shareholder and former employee writes an article in favor of IBM shareholders.
    Of course "Over 15 years ago, Accenture established a formal Global Business Partnership with IBM-Technology to enable and grow Accenture Systems Integration services on IBM-Technology." (from Accenture's website)
    I believe in January, Schoeter showed a slide of over a hundred companies that depend on IBM as their business partner.
    Oct 29, 2015. 02:11 PM | 4 Likes Like |Link to Comment