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  • Cloud Deals To Boost IBM's Global Services Revenues [View article]
    IBM and Epic are going to rule healthcare.
    Dec 8, 2014. 12:25 PM | Likes Like |Link to Comment
  • IBM Cloud Wins Aren't Pure Cloud Revenue [View article]
    I like the IBM ad "Do you want to share your cloud with a hamster?". I think that is what many IBM clients are thinking.
    Dec 8, 2014. 12:00 PM | Likes Like |Link to Comment
  • My Best Idea For 2015: General Motors [View article]
    That was in my bond portfolio. I had zero coupon bonds yielding over 8% that matured. I still have a lot of cash sitting there. I expected to get at least 8%. Hindsight is always 20/20.
    Dec 8, 2014. 11:44 AM | 3 Likes Like |Link to Comment
  • My Best Idea For 2015: General Motors [View article]
    GM stock needs to get over the 200 dma. If or when it does, then it should do well in 2015. I'm a shareholder from the IPO and not selling my shares. The dividend is better than bonds. People should be buying stocks that are down and cheap, instead of buying stocks that are at their price targets and more expensive than the market.
    Dec 8, 2014. 10:47 AM | 2 Likes Like |Link to Comment
  • Cloud Deals To Boost IBM's Global Services Revenues [View article]
    October 30, 2014
    163.46***): IBM and Twitter (TWTR 41 ***) announce a partnership bringing
    together TWTR data reflecting "the public pulse of the planet" with IBM"s
    cloud-based analytics, customer engagement platforms, and consulting services.
    The relationship centers on TWTR data/information integrated with IBM's
    analytics, new content and services provided for the enterprise likely led by IBM
    in our view, and specialized IBM consulting services focused on specific
    verticals. We see IBM leveraging its analytics technologies, including Watson,
    and enterprise relationships to improve mindshare and add value. /S. Kessler
    Dec 7, 2014. 05:05 PM | Likes Like |Link to Comment
  • Cloud Deals To Boost IBM's Global Services Revenues [View article]
    "Enterprise software and services stocks have been at the receiving end of the tepid business environment for most of the year. However, the recent flurry of activity suggests that businesses around the world are keen to engage with these companies once more. In this note, we discuss some of the key events in companies in the enterprise technology services space, i.e. International Business Machine (NYSE:IBM), Microsoft Corporation (NASDAQ:MSFT), Accenture (NYSE- ACN), Adobe (NASDAQ: ADBE) and hardware manufacturer Hewlett-Packard Company(NYSE:HPQ)."
    "IBM’s stock traded higher during the week at $164, indicating the change in market sentiment post the announcement of multi-billion dollar deals over the course of past month."
    "IBM (NYSE:IBM) has been systematically reducing its dependence on hardware business and increasing its focus on cloud computing services. Its cloud solutions address the full scope of client requirements including private clouds, public clouds and hybrid clouds, as well as PaaS- and SaaS-based solutions (i.e., platform- and software-as-a-service). The company has been promoting its cloud services amongst its existing client base. This strategy seems to be reaping benefits as the company has signed multiple billion dollar deals over the past month. In this note, we will explore the cloud market and the deals signed by IBM."
    "In the past month, IBM has signed three multi-billion dollar deals in the European region. This indicates that Europe is warming up to the new age IT services, and the pent up demand is being met by cloud computing. IBM is focusing on hybrid clouds, which blend together on-premise computer systems with public Internet, mobile, and analytics systems, that allow clients to move their legacy systems to the cloud at their own pace."
    Read the rest here:
    Trefis is a joint agreement making the models of S&P Capital IQ's Equity Research team available to users of the Trefis technology. You can follow them on twitter.
    Dec 7, 2014. 04:51 PM | Likes Like |Link to Comment
  • IBM Cloud Wins Aren't Pure Cloud Revenue [View article]
    No insider has sold a share since August.
    Dec 7, 2014. 04:35 PM | Likes Like |Link to Comment
  • IBM Cloud Wins Aren't Pure Cloud Revenue [View article]
    Add the last two lines and you will see that Rometty has 138.45k shares of IBM stock which is around $22.7M.
    Her holdings increased 20% this past year from 115.49K to 138.45K shares.
    Dec 7, 2014. 04:34 PM | Likes Like |Link to Comment
  • IBM May Be One Of The Most Compelling Values In The Stock Market Right Now [View article]
    People have wasted much time trying to explain to you that book value isn't a measurement for technology service companies. I won't bother.
    Dec 7, 2014. 04:23 PM | 2 Likes Like |Link to Comment
  • Keeping Investors Scared Witless [View article]
    In October, when prognosticators on CNBC got out of the market, someone told me at her job office they were just talking about how the stock market was safe to get back in. 7 Trillions of dollars are still sitting in cash.
    Dec 7, 2014. 11:17 AM | Likes Like |Link to Comment
  • Corning: Attractive Yields [View article]
    Slow and Steady wins the race.
    Dec 7, 2014. 11:12 AM | 3 Likes Like |Link to Comment
  • Is IBM Suddenly Vulnerable To A Takeover? [View article]
    It's about earnings. The stock market runs up the price of many stocks who have no earnings. I learned the hard way to not listen to CNBC on ALU and bought some shares before it crashed. IBM makes a tremendous amount of money. You better look at your other stocks to see if you are caught up in stocks that do not make any money. CNBC creates bubble stocks for hedge funds that then crash so they can short.
    Dec 7, 2014. 11:10 AM | Likes Like |Link to Comment
  • IBM Cloud Wins Aren't Pure Cloud Revenue [View article]
    I guess you have heard of Watson seeing as you used to work for IBM decades ago. IBM has been using analytics for a very long time internally. Most of what they sell, they have already used themselves. After they use it, they offer it to customers via beta testing.
    When IBM puts together a proposal there are strict procedures to use tools which price the project. Marketing does make mistakes as well as other people, but with the tools they have, as well as the IBM support structure that has been online and over the phone for customers for decades, I have confidence that the deals will bring about profit for IBM as well as their clients.
    IBM is not trying to be Amazon and has said that many times.
    Dec 7, 2014. 11:03 AM | 1 Like Like |Link to Comment
  • IBM Cloud Wins Aren't Pure Cloud Revenue [View article]
    Bears pick and choose insider selling information to try to get shareholders to sell out. I used to follow this and it is a waste of time and will lose you money. After the selling, stock goes up. After the selling in an ETF, the price of the ETF goes up. You can't be an investor and sell when your investments are down, and expect to get anywhere. Notice that bears never point out that total shares owned has grown over the quarter or over the year, or that officers have shares in family trusts. I have pointed that out in my posts which you can read. You can look up the insider trading on to see that insider trading in IBM is neutral.
    Dec 7, 2014. 10:54 AM | Likes Like |Link to Comment
  • Apple + IBM Partnership 2: Implications [View article]
    I am an Apple shareholder and want the company to succeed with their IBM partnership. That said, I do know people who prefer Samsung and of course people who prefer Apple. I think both companies will do well. I believe that IBM stock is the better value right now. IBM has the ability to invent new technology and then sell it off when later inventions are made. And IBM is the company every other company wants to partner and has to watch.
    Dec 7, 2014. 10:47 AM | 2 Likes Like |Link to Comment