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  • IBM: Transition Developing Favorably [View article]
    With a P/E of less than 10, I think IBM is definitely a buy. If the stock doesn't perform this year, upper management will be gone. I have no idea how the media will report the dollar impact on global stocks but it should be equal across all global companies and someone should hold the media accountable. If the media reports European countries earnings in euros, for US investors that should be translated to dollars.
    Mar 16, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • IBM: Transition Developing Favorably [View article]
    We've just begun to see how IBM plans to become the number 1 security firm with the Blackberry announcement. Now another one today: a new insurance offering for Data Crime
    Mar 16, 2015. 12:00 PM | Likes Like |Link to Comment
  • BlackBerry: SecuTablet Highlights The Need For Hardware-Based Mobile Security [View article]
    "More than 10,000 units will be shipped annually in Germany alone by next year, with a higher number sold by International Business Machines Corp., which is handling sales to companies worldwide," he said.
    From Blackberry press release "IBM has provided the secure app wrapping technology for the SecuTABLET, and assists in implementing the high security solutions by Secusmart within the infrastructures of the various clients inside the governmental sector."
    Mar 16, 2015. 11:26 AM | 2 Likes Like |Link to Comment
  • BlackBerry: SecuTablet Highlights The Need For Hardware-Based Mobile Security [View article]
    I think you missed the fact that IBM developed the security software and is selling the device with their huge sales force.
    Mar 16, 2015. 10:33 AM | 1 Like Like |Link to Comment
  • Disney: What The Star Wars And Frozen 2 Announcements Mean For Shareholders [View article]
    The only way you are going to see a pullback in Disney is if the U.S. stock market pulls back. See October. That was your entry into Disney.
    Mar 16, 2015. 10:12 AM | 4 Likes Like |Link to Comment
  • BlackBerry launches $2,380 ultra-secure tablet [View news story]
    Another announcement that goes to show how important IBM is to the IT industry.
    Mar 16, 2015. 09:59 AM | Likes Like |Link to Comment
  • Bill Gross: Going To The Dogs [View article]
    It is going to be difficult to raise our rates when people keep buying bonds. And if the stock market keeps selling off, then there will be a flood of bond buying.
    Mar 15, 2015. 10:24 AM | 2 Likes Like |Link to Comment
  • Bill Gross: Going To The Dogs [View article]
    Revenue growth doesn't mean a company makes any money. The market is full of this type of company and their promises. If the promises were true, they could just borrow money at these low rates from a bank.
    Mar 15, 2015. 10:21 AM | 1 Like Like |Link to Comment
  • General Electric: The Path To Increased Profitability Materializes [View article]
    I have been thinking about adding GE to my portfolio. I owned it years ago but there was so much negativity that I sold it. I'm not sure why it's so disrespected as it is a great company with much innovation. It's not as cheap though as IBM. Huge difference in valuation between Cramer stocks and the mega caps.
    Mar 15, 2015. 10:16 AM | Likes Like |Link to Comment
  • Bill Gross: Going To The Dogs [View article]
    At the most this year, an additional 25 basis points raise from the Fed. I just don't see why this is of so much concern and I'm really tired of hearing about it.
    Europe is in a mess because of the euro. Obviously there are differences from one country to the next and I don't know what they are going to do about that. It doesn't make any sense to have my money there. I don't have much there and don't plan to. When you see your brokerage statement with "foreign tax paid" you can ask yourself "Why did you do that?".
    Mar 15, 2015. 10:10 AM | 3 Likes Like |Link to Comment
  • China vows to act if economic growth slows [View news story]
    I don't believe you really own anything in China as the banks are nationalized as well as many other companies. If things get tough, they will just take money from one investment and move it to another. Same goes for Russia. We have already seen Russians lose their businesses there.
    Mar 15, 2015. 09:32 AM | 2 Likes Like |Link to Comment
  • Reuters: IBM working on payment system featuring Bitcoin's core technology [View news story]
    I don't know why people cannot understand that this has nothing to do with "bitcoin". It's using similar block-chain technology to process money transfer digitally. And it doesn't mean credit card companies won't survive either. Many people do not want money to come out of their wallet immediately. They like seeing their credit statement to make sure those are their charges. And when the bill is paid, credit card companies will get their money more quickly with a new digital currency system. The only people I see that may not be happy is the SWIFT company in Belgium. Not enough transparency there for me to even understand why they are in charge. Central banks control their money supply. New digital technology won't change that.
    Mar 15, 2015. 09:28 AM | 1 Like Like |Link to Comment
  • IBM: Why I'm Now Bearish [View article]
    I have been reading about IBM's endeavor in block-chain technology, and realize that it could actually happen as the current bank transfer procedures are old, expensive, and slow. The best explanation does not involve bitcoin, but an actual country's currency designated by the central banks who are members.
    If you go back and look at the slides at the IBM investor day, you will see one where IBM with a few others is in the foundation of open technology on the left, and many other companies are to the right as they have a niche in the great industry of information technology. That is what the market's media is missing. If the giant were gone, all the rest would crumble.
    Mar 14, 2015. 12:16 PM | 1 Like Like |Link to Comment
  • IBM: Why I'm Now Bearish [View article]
    The cloud is for new customers and new applications, and primarily to get them up quickly regardless of the location of the business. It isn't necessarily to save money. And it's a great idea for IBM because small businesses can now have all the advantage that large-scale customers have and as they grow they can install mainframes to reduce their costs. For a large client, mainframes are still the cheapest way to get those transactions processed.
    Mar 14, 2015. 12:03 PM | Likes Like |Link to Comment
  • IBM: Why I'm Now Bearish [View article]
    There is nothing that can be explained to bears who are making money on their short positions that will change their mind. The best thing for long term investors is to sign up for IBM's twitter feeds, follow IBM's news, and buy the stock when it is down. You make more money in the long term buying good companies when they are cheap. The market over-shoots on the upside and on the downside. Right now, IBM is oversold. By the end of the year, the pigs will be slaughtered.
    Mar 14, 2015. 10:22 AM | Likes Like |Link to Comment