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Momintn

Momintn
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  • I'm Buying More General Motors, And Here's Why [View article]
    GM is a great company, is hiring and growing organically, and you have a great investment for the future.
    Aug 13, 2015. 02:08 PM | 6 Likes Like |Link to Comment
  • Something Is Still Ridiculously Wrong [View article]
    Why should banks get our money for free and everyone else have higher rates? Did the banks do such a good job at only lending to people who could pay? How quick the excuse for traders all taking the same short position is forgotten. And again and again the next excuse is sought after by the bears. It's great for the deal makers to see our good companies sold on the cheap to foreign investors. Fiat got Chrysler with cheap debt. And now they want GM. Why? because for some reason European or Chinese or any other company is worth more even when they do not make any money or do not have audited financial statements on a timely basis. Go see how long it takes Samsung to post an audited financial statement on their website. Only in America, do we have to put up with the analysts who sit all over the world making demands each quarter to beat their expectations and then criticize companies who employ the most successful people in business. In most of Asia, they just shift the financials around. Only in America do we have entertainment people, who admittedly have never run a company and even have lived in their car, putting CEOs on boards of shame and downplaying the significance that global companies have in the world. Then when a merger happens the company that is bought is suddenly worth 20 to even 50% more. Will I be a bear on US stocks at next to zero rates, or even below 4% in a money market or CD? Sorry the answer is no.
    Aug 13, 2015. 02:03 PM | 2 Likes Like |Link to Comment
  • Why Disney Should Not Belong In Your Buy-And-Hold Portfolio [View article]
    Disney is in more children's portfolios than any other stock.
    Aug 13, 2015. 09:41 AM | 5 Likes Like |Link to Comment
  • IBM Achieves U.S. Government's First FedRAMP Mobile Authorization [View article]
    You need to have a position in IBM.
    Aug 13, 2015. 09:39 AM | Likes Like |Link to Comment
  • $1 Billion IBM Merge Merger Emerges [View article]
    http://bit.ly/1EjYydT
    http://ibm.co/1EjYyu8
    Aug 10, 2015. 01:16 PM | Likes Like |Link to Comment
  • IBM: Are We Being Realistic? [View article]
    I happen to believe what IBM says on their earnings call before I believe an anonymous poster.
    Aug 7, 2015. 08:53 PM | Likes Like |Link to Comment
  • IBM: Value Or Value Trap? Should You Buy? [View article]
    I have addressed what you said that was misleading point by point. There isn't any reason to think that all applications will transition to the cloud. Most clients interested in clouds want hybrid clouds. Financing is a profitable business for IBM. It doesn't matter if a client is all blue. IBM has more business deals with other vendors than any other company. If someone needs something, it is likely that IBM knows who can do it. I'm not saying that business partners have just been around. I'm saying that they have been a big part of the marketing plan for over 25 years and have been a part of the success of IBM in my lifetime. Everyone pays large premiums to buyout companies. That's why the small caps have had such a run. If revenue was what IBM's objectiv e was, then they wouldn't have sold the PC division and the X86 to Lenovo. Currency trends never go straight up. If they did, entire countries and all their banks would crash into oblivion. I'm really tired of you replying to me, so so long.
    Aug 7, 2015. 08:50 PM | 1 Like Like |Link to Comment
  • IBM: Value Or Value Trap? Should You Buy? [View article]
    IBM has no plans to change pricing to SAAS, nor do their customers want this. This is the way pricing works:
    http://ibm.co/1gjCDOd
    Some is monthly and some is OTC. You can finance both IBM products and non-IBM products with IBM financing. This is where IBM gets a huge cash flow.
    Most IBM clients want hybrid clouds. SAAS is more for applications that you do not have or want to install/maintain yourself. It would be too expensive to do this for everything. But it is probably a wise investment for highly beneficial applications like analytics and big data.
    http://ibm.co/1gjCBpu
    2. IBM will finance hardware, software, entire installations including service and support, and non-IBM products.
    3. IBM is still a major vendor for the largest companies in the fortune 500. You do not have to have the largest sales volume to be a profitable company.
    Amazon makes very little money in spite of their sales volume.
    4. IBM is definitely a leader in all growth areas of IT in spite of the press who does little but read their teleprompter.
    5. Business partners bring industry expertise to clients who want application skills and many are installing IBM products every year. Business partners have been a part of IBM's successful marketing strategy for over 25 years.
    6. IBM has a history of acquisitions and has a proven success record of implementation. They have gone from a small cloud to a major global cloud with Softlayer.
    7. Growing revenue is Wall Street's objective, not IBM's. IBM's objective is to meet customer requirements and objectives while giving investors a good total return over time.
    8. The dollar will not go up forever. And when you are in the stronger currency, you get dividends in the stronger currency, as well as capital appreciation of your shares.
    Aug 7, 2015. 04:47 PM | 1 Like Like |Link to Comment
  • IBM: Value Or Value Trap? Should You Buy? [View article]
    IBM has no plans to change pricing to SAAS, nor do their customers want this. This is the way pricing works:
    http://ibm.co/1gjCDOd
    Some is monthly and some is OTC. You can finance both IBM products and non-IBM products with IBM financing. This is where IBM gets a huge cash flow.
    Most IBM clients want hybrid clouds. SAAS is more for applications that you do not have or want to install/maintain yourself. It would be too expensive to do this for everything. But it is probably a wise investment for highly beneficial applications like analytics and big data.
    http://ibm.co/1gjCBpu
    2. IBM will finance hardware, software, entire installations including service and support, and non-IBM products.
    3. IBM is still a major vendor for the largest companies in the fortune 500. You do not have to have the largest sales volume to be a profitable company.
    Amazon makes very little money in spite of their sales volume.
    4. IBM is definitely a leader in all growth areas of IT in spite of the press who does little but read their teleprompter.
    5. Business partners bring industry expertise to clients who want application skills and many are installing IBM products every year. Business partners have been a part of IBM's successful marketing strategy for over 25 years.
    Aug 7, 2015. 04:23 PM | 2 Likes Like |Link to Comment
  • No Longer Confined To Energy And Commodities, The Carnage Is Becoming Widespread [View article]
    The S&P 500 is less than a percent above the 200 dma and traders are waiting for that. Also there is a lot of attention give to the Republican debates and vacations left to take before the summer ends.
    If you are brave, go ahead and buy VTV, SDY, or VT.
    Aug 7, 2015. 12:55 PM | 1 Like Like |Link to Comment
  • Reporting Live From Disney World: The Sky Is Not Falling [View article]
    Here in the USA, only the low-wage earner or the youth, rely on Netflix for entertainment. It is quite easy to figure out how to get free channels like CBS, ABC, and NBC on your tv with the built-in antenna or with an external one. When I was in Rome though, it did look pretty bad where I stayed and all I remember is news or Hitler reruns although I wasn't there to watch Sky tv. It's just hard to sleep when you don't have decent A/C and listen to noise.
    Aug 7, 2015. 12:48 PM | 1 Like Like |Link to Comment
  • Reporting Live From Disney World: The Sky Is Not Falling [View article]
    Hopefully they learned their lesson. If the Republicans do it again, they will be replaced just like before.
    Aug 7, 2015. 12:38 PM | 1 Like Like |Link to Comment
  • Reporting Live From Disney World: The Sky Is Not Falling [View article]
    Disney is probably the most coveted stock for children's portfolios. You don't have anything to worry about except a recession which the US government and the Federal Reserve are determined to avoid.
    Aug 7, 2015. 10:07 AM | Likes Like |Link to Comment
  • My Problem With Disney In One Chart [View article]
    Amazing values in the market this summer! Best of luck!
    Aug 7, 2015. 10:01 AM | Likes Like |Link to Comment
  • Cord-Cutting Eating Into Disney's Operating Income [View article]
    There are other segments for the diversified companies like Disney that will provide the income and they license their content to other distributors as well as broadcast ESPN sports on all the new sports bars and outdoor screens setup all over Nashville. If someone doesn't have a family and isn't in their apt, they will be watching ESPN somewhere else. And people watch all of that advertising and buy all of that beer. Netflix isn't going to get anything for free from Disney or anyone else.
    Aug 7, 2015. 09:54 AM | 1 Like Like |Link to Comment
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