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  • A Slightly Closer Look At IBM's Debt [View article]
    IBM's credit rating is AA-, one of the best in the market. Clearly the debt isn't a problem.
    Sep 3, 2015. 03:43 PM | 2 Likes Like |Link to Comment
  • The One Thing You Must Do When The Market Tanks [View article]
    My holdings in emerging markets are very small and I have never regretted it. People just cannot stomach losing half of their money. And as long as the currency in emerging markets is so weak, dividend yield also looks weak to the US investor. As the value of the currency has gone down, the asset class has also gone down.
    Sep 3, 2015. 11:29 AM | Likes Like |Link to Comment
  • 4 REIT Gems That Mr. Market Is Ignoring [View article]
    From Brad's earlier article: "HTA is a leading, dedicated owner of medical office buildings ("MOBs") in the United States and because the company focuses on of the most stable healthcare sector, the macroeconomic tailwinds should provide enhanced growth for years to come."
    Annual healthcare expenditures in the USA did not go down during the recession. The population of the elderly continues to grow. Healthcare employment is projected to grow over twice as fast as the other employment. These people clearly will need office space. The Affordable Care Act expands access to healthcare for the population. Only two Reits focus on MOBs. "One key differentiator for HTA is that the company selectively invests in on-campus MOBs that are attached or in close proximity to the major hospitals. That's important because hospitals create strong tenant demand and retention is strongest in these strategic locations. Accordingly, well-located MOBs better maximize utilization if hospital infrastructure and ancillary services."
    Sep 3, 2015. 10:06 AM | 4 Likes Like |Link to Comment
  • IBM: Growing Free Cash Flow, 3.5% Dividend Yield Means I'm Buying More [View article]
    IBM was one of 4 DJIA stocks that had positive returns during the recession 12/1/2007 to 6/1/2009. And now it is just so cheap back at the price in 2010. It is time to accumulate the shares. Buy on weakness.
    Sep 2, 2015. 03:08 PM | 11 Likes Like |Link to Comment
  • China National Security Law Bites Trend Micro [View article]
    If China wants tech companies to leave, it will only cause their economy to get worse. They depend on these tech companies for jobs, more than the China sales these companies get.
    Sep 2, 2015. 03:03 PM | Likes Like |Link to Comment
  • Why General Motors And Fiat Chrysler Combining Isn't Farfetched [View article]
    GM shareholders will never merge with Fiat.
    Sep 2, 2015. 01:12 PM | 1 Like Like |Link to Comment
  • Where Can I Find Safe Income For Retirement? [View article]
    You can get income, but possibly not enough to improve your standard of living because of the low rates. So until rates go up, you will likely be eating into your nest egg. Safety begins at CDs which you can ladder so that you re-invest as they mature into hopefully higher rates, investment-grade bonds also laddered to mature to be invested at higher future rates, preferred stocks if you can find a good yield below par with some risk that you may lose principal when rates rise, MLPs if you can find any that don't depend on the price of oil, and stable Reits that meet your income needs without selling them on price swings. Stocks are the highest risk for income investors but probably should be considered for part of the portfolio for appreciation.
    Sep 2, 2015. 01:08 PM | 2 Likes Like |Link to Comment
  • A Slightly Closer Look At IBM's Debt [View article]
    Recent announcement that Dell in India is now using IBM Global Financing. It is a business unit.
    Sep 2, 2015. 12:52 PM | Likes Like |Link to Comment
  • Plan And Act, Don't React [View article]
    Selling your stocks in the summer when emerging markets are down is never a good idea.
    Sep 2, 2015. 09:19 AM | Likes Like |Link to Comment
  • China's Economy Is Undergoing A Huge Transformation That No One's Talking About [View article]
    "U.S. corporate exposure to China is limited, with S&P 500 companies reporting $168 billion in revenue from the country, only about 2% of the total." source...Goldman Sachs Aug
    Less than 5% of IBM's revenue comes from China. CFO
    That's what the CFO said in Jan 2014. And revenue in China has gone down ever since.
    Buy the US market now!
    Sep 1, 2015. 03:56 PM | Likes Like |Link to Comment
  • IBM's Currency Problems May Be Over [View article]
    Found what CFO said in 2014. And they have reported China revenue down ever since.
    Schroeter said that revenue in the world's second-biggest economy, which accounts for about 5 percent of IBM's sales, will take several quarters to recover.
    Sep 1, 2015. 03:39 PM | Likes Like |Link to Comment
  • IBM's Currency Problems May Be Over [View article]
    "U.S. corporate exposure to China is limited, with S&P 500 companies reporting $168 billion in revenue from the country, only about 2% of the total."
    IBM is not in the top 20 stocks with China exposure.
    Who is?
    Company Ticker Sector Revenue in billions China exposure
    Skyworks Solutions Information Technology $2 83%
    Wynn Resorts Consumer Discretionary $5 70%
    Qualcomm Information Technology $26 61%
    Broadcom Information Technology $8 55%
    Micron Technology Information Technology $16 55%
    Nvidia Information Technology $5 54%
    Yum Brands Consumer Discretionary $13 52%
    Avago Technologies Information Technology $4 49%
    Applied Materials Information Technology $9 48%
    Texas Instruments Information Technology $13 44%
    SanDisk Information Technology $7 44%
    Microchip Technology Information Technology $2 42%
    Lam Research Information Technology $5 36%
    Intel Information Technology $56 36%
    Mead Johnson Consumer Staples $4 31%
    Altera Information Technology $2 31%
    Corning Information Technology $10 31%
    Amphenol Information Technology $5 27%
    KLA-Tencor Information Technology $3 25%
    Xilinx Information Technology $2 24%
    Source: Goldman Sachs
    Sep 1, 2015. 01:40 PM | Likes Like |Link to Comment
  • IBM's Currency Problems May Be Over [View article]
    "IBM has very little direct exposure to China." I agree with you, but where is your reference for this?
    Sep 1, 2015. 01:22 PM | Likes Like |Link to Comment
  • Argus upgrades IBM, cites valuation and margin growth potential [View news story]
    Besides the $175 price target, a fair value model could take it back above $200 again.

    Read more: Argus Weighs Upgrades IBM (NYSE: IBM) - 24/7 Wall St.
    Follow us: @247wallst on Twitter | 247wallst on Facebook
    Aug 28, 2015. 02:30 PM | Likes Like |Link to Comment
  • The Best Dividend Growth Stock In The Technology Sector [View article]
    Then why has LLTC lost more than IBM YTD? point exactly.
    Aug 27, 2015. 03:13 PM | Likes Like |Link to Comment