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Momintn

Momintn
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  • NYSE plans to re-open around 2:45-3:00 PM ET (updated) [View news story]
    I have to say someone needs to find out what NYSE, WSJ, and United have in common. Just too coincidental to be unrelated.
    Jul 8, 2015. 04:01 PM | 1 Like Like |Link to Comment
  • IBM: The Cloud Is Not A Negative For Big Blue [View article]
    Looks like IBM doesn't want to go down with the market. Apparently reliability, availability, and serviceability (RAS) gets some respect today. Not so much for commodity hardware and cloudy networks...
    Jul 8, 2015. 03:57 PM | 2 Likes Like |Link to Comment
  • This Cloud Data Does Not Bode Well For IBM [View article]
    And there is a lot of development costs to consider. Ever since Amazon went into the cloud business, their profits fell off a cliff. IBM is in the business to make money not to grow revenue. You can buy revenue with money from issuing stock. That's what salesforce has done. Eventually the crows come home to roost. And when they do, you better be owning a company that will be here for the next 100 years like IBM.
    Jul 8, 2015. 12:15 PM | 1 Like Like |Link to Comment
  • General Motors: Buy The Dip? [View article]
    I'm adding a little on big dips. I already have my shares from the IPO. It's a good dividend and I suspect there will be another push for share buybacks. The Chinese economy is stronger than their stock market shows. Their stock market just got ahead of itself on valuation. I think if they focus on projected earnings for this year then the Chinese market will settle down, but I would rather own GM stock which is a global company than to own a Chinese stock. Auto sales were good in China. And factories are being built by other auto manufacturers besides GM. Why would they do that? Because only 4 to 5% of the Chinese own cars so there are many more potential customers. Auto mfgs sees the potential growth in China as it goes from an export economy to a modern self-sufficient economy on its own standing. Those people will be traveling all over that huge country with the price of oil going down instead of up. They need to get their produce to market somehow and shop for their families with their earnings. Think about what happened here when we went from the horse and buggy to the car and truck. Future business for GM is going to be phenomenal.
    Jul 8, 2015. 12:10 PM | 2 Likes Like |Link to Comment
  • TJX Companies: Set For Significant Growth Going Forward [View article]
    What was the number of stores in 2014? Why is earnings growth only 4% this year? Thanks. I'm a shareholder but the stock hasn't done much ytd.
    On yahoo, it looks like 4.7% growth and they usually beat by 3% so that would be 7.7% eps growth.
    Jul 7, 2015. 05:50 PM | Likes Like |Link to Comment
  • This Cloud Data Does Not Bode Well For IBM [View article]
    8 days to cover the short interest could make things interesting.
    Jul 7, 2015. 04:43 PM | Likes Like |Link to Comment
  • This Cloud Data Does Not Bode Well For IBM [View article]
    So what hedge fund does Stanley Drunkenmiller manage? You are quoting something he said in 2013 so let's see the hedge fund's performance. He closed Duquesne Capital in 2010 because of losses. The S&P 500 went up 14% that year. I would like to know what he has been doing since then and see some performance returns. All I can see from my searches is a lot of bearish commentary on the stock market and politics. If he doesn't like things here, he's free to leave.
    Jul 7, 2015. 04:20 PM | 3 Likes Like |Link to Comment
  • The REIT Bloodbath: Game Plan For 2nd Half [View article]
    I suggest you get on Twitter and argue with Cramer. He has repeatedly told U.S. investors that Reits will not rise with rising interest rates. I don't see how a quarter percent is going to cause any more selling of Reits nor why anyone would want to own treasuries over Reits.
    Jul 7, 2015. 12:21 PM | 1 Like Like |Link to Comment
  • A Deep-Dive On GM China's First Half Sales [View article]
    The media is reporting flat sales in China which isn't helping the stock. So some more reports on profits would be helpful. Someone needs to emphasize profits instead of revenue to the media. Thanks for the article.
    Jul 7, 2015. 12:17 PM | 2 Likes Like |Link to Comment
  • General Motors: Buy The Dip? [View article]
    Another reason to buy GM is that it is in the top 10 holdings of at least two Morningstar 5-star ETFs. Number 5 in First Trust US IPO Index Fund NYSE Arca:FPX Morningstar rating: Large Growth and Number 7 in Guggenheim S&P 500® Pure Value ETF NYSE Arca:RPV Morningstar rating: Large Value.
    Growth has outperformed Value this year but GM is in both. With ETFs and Mutual Funds, look at 3 year performance. With GM stock you collect a much higher dividend than these ETFs.
    Jul 7, 2015. 12:06 PM | 4 Likes Like |Link to Comment
  • General Motors: Buy The Dip? [View article]
    Google has GM's dividend yield at 4.41%. It's difficult to find a stock with higher earnings yield paying this dividend. GM has a 6.6% earnings yield according to Morningstar. S&P 500 has a 5.3% earnings yield but only pays 2.2% dividend yield on Morningstar and 1.97% dividend yield on Google Finance. So for an income investor, GM is a much better buy than the S&P 500. Depending on your situation, it should be in a long-term portfolio and below the IPO price is definitely a buy. Think about how much this dividend paid in US dollars is worth to the rest of the world. Greeks should be buying the stock if they can get to their money.
    Another good buy is IBM stock. The earnings yield is 9.5%. The dividend yield is 3.19% and there is much room to raise the dividend further.
    Jul 7, 2015. 11:17 AM | 4 Likes Like |Link to Comment
  • Can General Motors Arrest Its European Slowdown? [View article]
    I don't think investment in Europe is a good idea. I own GM stock because of US and China sales. That's where they earn income. I see no reason to invest somewhere where you don't make money just to see higher revenue.
    Jul 7, 2015. 10:38 AM | Likes Like |Link to Comment
  • Lifetime to launch $3.99 movie-streaming service [View news story]
    This is a great idea. More companies like CBS are going straight to the consumer who don't want a cable plan. In Nashville, you can get 12 to 13 channels without cable. I bet there are many women who have internet but don't pay for cable.
    Jul 2, 2015. 11:06 AM | Likes Like |Link to Comment
  • DOJ Causes Temporary Turbulence For American Airlines [View article]
    Just a week ago or so, the media talked down the airlines because they were going to add capacity and start a pricing war. So now it turns out to be just the opposite, the airlines are going down because they are being investigated for not adding capacity and not lowering rates. Why does no one ever mention that earnings are growing and the stocks are dirt cheap?
    There needs to be more capacity and then rates can stop going up. I'm not sure the DOJ can do anything about it though. Wall Street has too much control over business decisions by talking about things in an adversary manner without any responsibility for the outcome. Either way they are negative because once they went short they like to stay short. And they were hoping that the transports would bring down the market. Now they can't explain that either. They have gotten the market so messed up that you can't logically explain the price of any stock. So most people have just given up and invest in SPY.
    The obvious problem is that United is terrible to customers trying to go abroad and over-books their flights. Why airlines are allowed to merge and become monopolies is the problem. There should be a punishment for over-booking flights such as a fine.
    Jul 2, 2015. 10:50 AM | Likes Like |Link to Comment
  • Underlying strength for General Mills in FQ4 despite F/X hit [View news story]
    GIS is a safe stock to own. But I'd wait for market weakness to buy it. I'm not selling my shares.
    Jul 2, 2015. 10:25 AM | 1 Like Like |Link to Comment
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