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  • Why I'll Be Playing Wait And See With IBM [View article]
    "Softlayer is Super Micro's largest customer" This was in 2013 before IBM bought Softlayer. Since then, I believe that Softlayer has been buying Power-based servers and this year bare-metal Power8 servers.
    Apr 6, 2015. 12:00 PM | Likes Like |Link to Comment
  • Macy's seen sitting out chase for Belk [View news story]
    Belk is in many smaller cities where there is no Macy's. So if someone decides to invest in the USA consumer, they may buy it. In some small towns, you will only see a Belk and a JCPenney now that Sears has closed in the malls as far as dept stores. And in those malls, Belk seems to be doing quite well. The merchandise is at a lower price point for the smaller cities but still somewhat higher quality than JCPenney, and higher-end price point at regional malls. I believe generally in retail there are at least 4 price points for merchandise. It isn't the same merchandise everywhere. I own Macy's stock and would not want them to purchase Belk because then they would be competing against themselves in the larger regional malls. And Belk shot up from below $50 to $78 which seems ridiculous, although I have no idea what Belk is worth.
    Apr 6, 2015. 11:47 AM | Likes Like |Link to Comment
  • Why I'll Be Playing Wait And See With IBM [View article]
    US gains in mobile patents as IBM passes Samsung
    More than one quarter of patents issued in the U.S. last year were for mobile inventions

    Now if only IBM could turn their patent portfolio into revenue...
    Apr 6, 2015. 09:39 AM | 2 Likes Like |Link to Comment
  • March Madness bringing the eyeballs to CBS, TWX [View news story]
    The CBS P/E is 11 on this site. That doesn't sound right. CBS is doing well and my son watched basketball all weekend. I'm not selling CBS stock. Too many good things happening.
    Apr 6, 2015. 08:54 AM | Likes Like |Link to Comment
  • Reuters: IBM hires banks to defend against activists [View news story]
    The banks are the problem to begin with. They are the ones who wanted to sell divisions which makes the revenue less than previously.
    Apr 2, 2015. 10:39 PM | Likes Like |Link to Comment
  • Corning: See The Opportunity Through The Glass [View article]
    Every Corning article talks about glass? What about optical fiber? How much of the market does Corning have in optical fiber?
    "Already comprising 30% of the company's revenue, the optical communication segment grew at an impressive 14% in 2014 even though it is already the largest producer of optical fiber, cable products, and hardware and equipment products for the worldwide telecommunications industry."
    Clearly this is a growth industry.
    Apr 2, 2015. 09:09 AM | 3 Likes Like |Link to Comment
  • Warren Buffett Increases Berkshire Hathaway's Stake In IBM - Let's Analyze It [View article]
    I am tired of hearing about China. China is 4% at most of IBM's revenue.
    Apr 2, 2015. 09:01 AM | Likes Like |Link to Comment
  • Pfizer ceases vaccine sales in China [View news story]
    China is not that important and too much emphasis is put on China in the stock market. Investors are pretty tired of hearing about China. All China is interested in is unfair trade policies.
    Apr 2, 2015. 08:59 AM | 2 Likes Like |Link to Comment
  • Micron: Q2 And The Road Ahead [View article]

    Credit Suisse has done such a terrible job that they have been advised to get out of investment banking. They have been selling off divisions just to stay afloat. A few years back, I took every one of their recommendations and looked at the performance for one year and almost every one of them underperformed the S&P 500 and many stocks were actually down. I said something on this website and they actually removed their recommendations from previous years from TDAmeritrade after my post.
    Apr 2, 2015. 08:44 AM | 2 Likes Like |Link to Comment
  • Micron: Memory, Oligopolies And Valuation [View article]
    MU has always owned the majority of IMFT joint venture with Intel, and is likely the company to be used by IBM in future 3D flash systems as they are now used in the 900 and the V9000.
    Here is another interesting article.

    Stock is very cheap if you are willing to buy it on weakness throughout the summer because I believe you will be rewarded in the 2nd half. I do not currently own the stock but it is a very cheap stock.
    Apr 1, 2015. 09:02 AM | 1 Like Like |Link to Comment
  • Warren Buffett Increases Berkshire Hathaway's Stake In IBM - Let's Analyze It [View article]
    Most people buy stocks because they are familiar with the company, the products, and ideas for future products. IBM is in a major change of direction into growth areas and new scientific inventions, and people are just beginning to understand this. There has been so much negativity, that when the stock turns, it's going to be swift, likely putting the nail in the coffin for Credit Suisse.
    Mar 31, 2015. 09:51 AM | 5 Likes Like |Link to Comment
  • 4.2% Dividend Duke Energy Should Benefit From The Dovish Fed And Growing Profits [View article]
    Utilities are out of favor because interest rates are expected to go up. However rates can't seem to go up because people keep buying treasuries and the Fed is slow because of the risks to the global economy. I don't know how much cheaper utilities can get so you should look into that, as far as historical valuations and yields.
    Mar 31, 2015. 09:40 AM | 4 Likes Like |Link to Comment
  • Why Is Home Depot Accelerating The Buyback Program? [View article]
    I'm coming around to the idea of more people looking for dividends. Certainly they should consider that many people are looking for investment income. But when you see the performance of the stock, you can see how buybacks work, unless the Wall Street media like Cramer turn against the company the way he did with IBM.
    Mar 31, 2015. 09:35 AM | Likes Like |Link to Comment
  • IBM to invest $3B in Internet of Things unit [View news story]
    Maybe they will just come to the conclusion that I have that much information is just to sell you something and the rest is opinion. If you want the truth, then you better know your sources.
    Mar 31, 2015. 09:29 AM | Likes Like |Link to Comment
  • IBM Spends $70 Billion To Retire $45 Billion Worth Of Shares [View article]
    Then I guess you can't own 75% of the S&P 500.
    Mar 31, 2015. 09:26 AM | Likes Like |Link to Comment