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Momintn

Momintn
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  • 6 Dow Dividend Dogs Declare 9.5% To 17% June Upsides [View article]
    The consensus target on IBM is $201 on Nasdaq. I've seen higher targets on other sites. The price target for PFE is $35. Makes no sense to me as IBM has 10% EPS growth and PFE has 1%. IBM has a lower P/E than PFE so it should appreciate more.
    Anyway, I wrote a post on another article that you might be interested in reading about IBM. It is applicable today because of the high P/E the market has given to RedHat with their 18% increase in subscriptions in their Linux software subscriptions, even as their earnings were down.

    Here is a good article on why Power8 is going to whip the competition and where IBM is going to get growth in hardware. Three out of four of the new Power Systems servers now shipping can run various combinations of Linux, IBM AIX or IBM i operating systems. The fourth model, the Power S822L, runs Linux exclusively. Power8 is highly attractive to large vendors like Google and Nvidia. " IBM says its test results show it will execute most workloads two to three times as fast as POWER7, with Power Systems running BLU Acceleration on Power capable of analyzing data 82 times faster than a comparably configured x86-based system."
    http://bit.ly/1pg6FBe

    " In May 2014, W3Techs estimated that 67.5% of the top 10 million (according to Alexa) websites run some form of Unix, and Linux is used by at least 57.2% of all those websites which use Unix." "As of June 2013 the operating systems used on the world's top 500 supercomputers were 95.2% Linux" "In March 2014 Ubuntu claimed 22,000,000 users" "Linux is often used in various single- or multi-purpose computer appliances and embedded systems. For instance Google's Android mobile operating system, Google's Chrome OS, Nokia's Maemo and HP's WebOS mobile operating system run on the Linux kernel."
    Quotes from Wikipedia.

    9 powerful things powered by Linux.
    http://bit.ly/1sootzM
    9. The Most Powerful Supercomputers
    8. Japan's Bullet Trains
    7. High-Tech Road Traffic Control
    6. In-Vehicle-Infotainment And Communications Systems Of Toyota
    5. The New York Stock Exchange
    4. Particle Physics Research at CERN
    3. Air Traffic Control Systems at FAA
    2. Nuclear Submarines
    1. Google, Amazon, Twitter and Facebook
    Jun 18 06:32 PM | 1 Like Like |Link to Comment
  • IBM: Rough Ride To 2015 $20 EPS [View article]
    A good article on why Power8 is going to whip the competition and where IBM is going to get growth in hardware. Three out of four of the new Power Systems servers now shipping can run various combinations of Linux, IBM AIX or IBM i operating systems. The fourth model, the Power S822L, runs Linux exclusively. Power8 is highly attractive to large vendors like Google and Nvidia. " IBM says its test results show it will execute most workloads two to three times as fast as POWER7, with Power Systems running BLU Acceleration on Power capable of analyzing data 82 times faster than a comparably configured x86-based system."
    http://bit.ly/1pg6FBe
    " In May 2014, W3Techs estimated that 67.5% of the top 10 million (according to Alexa) websites run some form of Unix, and Linux is used by at least 57.2% of all those websites which use Unix." "As of June 2013 the operating systems used on the world's top 500 supercomputers were 95.2% Linux" "In March 2014 Ubuntu claimed 22,000,000 users" "Linux is often used in various single- or multi-purpose computer appliances and embedded systems. For instance Google's Android mobile operating system, Google's Chrome OS, Nokia's Maemo and HP's WebOS mobile operating system run on the Linux kernel."
    Quotes from Wikipedia.
    9 powerful things powered by Linux.
    http://bit.ly/1sootzM
    9. The Most Powerful Supercomputers
    8. Japan's Bullet Trains
    7. High-Tech Road Traffic Control
    6. In-Vehicle-Infotainment And Communications Systems Of Toyota
    5. The New York Stock Exchange
    4. Particle Physics Research at CERN
    3. Air Traffic Control Systems at FAA
    2. Nuclear Submarines
    1. Google, Amazon, Twitter and Facebook
    Jun 18 12:03 PM | Likes Like |Link to Comment
  • Warren Buffett Buying KO? [View article]
    If one more of my stocks is bought out by private investment, I am going to scream so loud that it will make Santelli and Cramer look meek in comparison. Keep your hands off of my KO and my IBM stock.
    Jun 18 11:25 AM | 2 Likes Like |Link to Comment
  • 4 Dark Horse Stocks For The Next Bear Market [View article]
    I keep thinking people are going to sell their XLU. But I certainly thought they were going to sell their bond holdings and that hasn't happened either. I just can't see putting new money into anything at the all-time highs but my cash is not earning me anything.
    Jun 18 11:04 AM | 1 Like Like |Link to Comment
  • Silly Rabbit, Externally-Managed REIT Tricks Are For Kids [View article]
    I don't criticize anyone for saying that their investments are worth more than what a company who is buying them out is paying because every time that happens to me I know that I would make more in the long run without being bought out. Look what happened to Dell investors. They are already talking about IPOing Dell back out to the market in the $40s on CNBC. Look at Burger King. Went private and then IPOed back, losing me my small investment returns. As far as Reits go, those marketers who convince you to sell out to a Reit are merciless and preyed on seniors all through the recession who owned property under-water. So if the investors want to sue them, I say good for them. Do whatever you can to stop others from getting your future returns from your investments. You spent your time finding a good value, investing your money, holding it through bad times, only to have the rug ripped out from under you by someone with more money than you. And it may be a taxable event that you may not have taken into account.
    Jun 18 10:43 AM | 2 Likes Like |Link to Comment
  • Screening Stock Buybacks Against Liquidity [View article]
    IBM is a holding in over 100 ETFs.
    ETF Component % of ETF
    TDIV IBM 7.29% Technology Dividend stock fund
    DIA IBM 7.00% DJIA index fund
    DDM IBM 5.60% Ultra Dow 30
    VGT IBM 5.46% Vanguard Information Technology ETF
    XLK IBM 4.79% Technology SPDR
    MOAT IBM 4.69% Wide Moat ETF
    ROM IBM 4.45% Ultra Technology ETF
    VIG IBM 3.80% Dividend Appreciation ETF
    UDOW IBM 3.69% UltraPro Dow30 ETF
    PFM IBM 3.39% Dividend Achievers (ETF)
    PWV IBM 3.26% Dynamic Large Cap Value
    MGK IBM 3.12% Mega Cap 300 Growth Index ETF
    MTK IBM 2.69% SPDR Technology ETF
    SKYY IBM 2.46% Cloud Computing Index Fund
    XLG IBM 2.19% Russell Top 50 ETF
    and many other smaller holdings in hundred or so ETFs.
    Jun 17 04:04 PM | 1 Like Like |Link to Comment
  • Screening Stock Buybacks Against Liquidity [View article]
    Pfizer and GM are two other big holdings of the Powershares ETF.
    In the advisorshares no single holding accounts for more than 1% of the portfolio.
    What I question is why purchase stocks who may have finished their buyback program. It should be better to buy the stock when they announce the beginning of the buyback.
    Jun 17 03:36 PM | Likes Like |Link to Comment
  • Rally Software: 3 Different Insiders Have Purchased Shares This Month [View article]
    I don't think people want to buy companies who don't make any money. When do they think they will be profitable?
    Jun 17 08:33 AM | Likes Like |Link to Comment
  • Pfizer Couldn't Get Its Bid Up, Shareholders Should Take Profits [View article]
    Pfizer has the cheapest forward P/E of all the major drug mfg. I think you can safely get the 3.5% dividend and likely more if they can grow. It went down because of the AstraZeneca offer so now it should go back up.
    Jun 17 08:27 AM | Likes Like |Link to Comment
  • Warren Buffett Is Missing Red Flags At IBM [View article]
    Read the report this morning on IBM Leads Flash Storage System Market. This is another example showing how IBM can retake any market with new products. IBM's capability is incredible.
    Jun 16 10:49 AM | 1 Like Like |Link to Comment
  • Report: IBM Leads Flash Storage System Market as Customers Look for Faster Access to Big Data Insights [View article]
    Interesting. I wonder why no one is talking about this.
    Jun 16 10:46 AM | Likes Like |Link to Comment
  • Warren Buffett Is Missing Red Flags At IBM [View article]
    IBM creates first cheap, commercially viable, electronic-photonic integrated chip

    IBM has become the first company to integrate electrical and optical components on the same chip, using a standard 90nm semiconductor process. These integrated, monolithic chips will allow for cheap chip-to-chip and computer-to-computer interconnects that are thousands of times faster than current state-of-the-art copper and optical networks. Where current interconnects are generally measured in gigabits per second, IBM’s new chip is already capable of shuttling data around at terabits per second, and should scale to peta- and exabit speeds.
    http://bit.ly/T6TUJY
    Jun 12 10:53 PM | 2 Likes Like |Link to Comment
  • Warren Buffett Is Missing Red Flags At IBM [View article]
    IBM investors do not care one way or the other about Global Foundries getting another fab. The last time I read about them, IBM had to send over 200 people on contract to help them. I do not even care if they complete the x86 server deal. I am not investing in IBM because of past endeavors.
    Most likely IBM will be building better chips like one of the photonic chips. And they will be building power8 chips and power8 servers. New chips are being developed in IBM labs.
    http://bit.ly/T6TUJY
    http://bit.ly/1irO3Kv

    Constant talk about selling things off isn't helping IBM's stock price. It makes it sounds like nothing else is going on. So that's why I think foreign hedge funds like the ones that follow Credit Suisse and their loser analyst are emailing Bloomberg's child reporters. If you want to short something, short Credit Suisse who is losing assets every quarter.
    Jun 12 05:08 PM | 1 Like Like |Link to Comment
  • IBM: Rough Ride To 2015 $20 EPS [View article]
    You might should focus on what IBM is doing rather than talk about the same thing over and over.
    And for those of you bidding up Intel, watch out when Google, Amazon, and others start buying IBM's Power8 chip for their servers. Read about OpenPower's 25 members which do not include Intel, Microsoft, or HP.
    Jun 12 04:58 PM | 6 Likes Like |Link to Comment
  • Warren Buffett Is Missing Red Flags At IBM [View article]
    The only way I have found to get IPOs is to go to the ML office. I do not ask them for advice.
    Jun 12 09:56 AM | Likes Like |Link to Comment
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