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Momintn

Momintn
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  • Homebuilders hit by glum Owens Corning outlook [View news story]
    Roofing could pick up after hurricane season.
    Jun 20, 2014. 03:14 PM | 1 Like Like |Link to Comment
  • Homebuilders hit by glum Owens Corning outlook [View news story]
    Last week apps for refinancing were down 12% but apps for new purchases were down only 4%. The builders who make money and who have land are a buy when they have a valuation below the market.
    Jun 20, 2014. 03:13 PM | Likes Like |Link to Comment
  • Companies I Am Considering For My Roth IRA [View article]
    Block trades buying IBM today.
    Jun 20, 2014. 12:54 PM | Likes Like |Link to Comment
  • Sell Oracle After Disappointing Results [View article]
    IBM is a much better buy than Oracle. Oracle's market cap is higher than IBM's which significantly lower levels of sales and income.
    Jun 20, 2014. 11:31 AM | 1 Like Like |Link to Comment
  • Homebuilders hit by glum Owens Corning outlook [View news story]
    It may just be that Corning is losing market share or that their higher lines of roofing are not being sold which reduces their revenue. There are roofing suppliers with quality shingles locally that are not made by Corning. Home Depot does not carry Corning shingles; they carry GAF. I have a CertainTeed roof. There are at least 7 manufacturers and more local home-grown ones. Asphalt is plentiful.
    Jun 20, 2014. 11:18 AM | Likes Like |Link to Comment
  • Owens Corning Updates 2014 Earnings Expectations; Lowers 2014 Outlook Due to Continued Volume Weakness in its Roofing Business [View article]
    It may just be that Corning is losing market share or that their higher lines of roofing are not being sold which reduces their revenue. There are roofing suppliers with quality shingles locally that are not made by Corning. Home Depot does not carry Corning shingles; they carry GAF. I have a CertainTeed roof. There are at least 7 manufacturers and probably more local home-grown ones. Asphalt is plentiful.
    Jun 20, 2014. 11:15 AM | 1 Like Like |Link to Comment
  • Oracle For The Alpha Hunter [View article]
    Maybe so, but you have to question where you are going to get gains from here. There are two many other stocks around the 200 dma.
    Jun 20, 2014. 10:46 AM | Likes Like |Link to Comment
  • Oracle misses by $0.03, misses on revenue [View news story]
    You need to be buying IBM instead. Oracle's marketcap is higher than IBM's and you just can't justify that.
    Jun 20, 2014. 10:10 AM | Likes Like |Link to Comment
  • Oracle For The Alpha Hunter [View article]
    The last time Oracle’s market cap edged past IBM’s was just before the dot-com crash. They don't have the sales or the income to be worth more than IBM.
    Jun 20, 2014. 09:58 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - I Always Come Back To Palo Alto Networks (6/19/14) [View article]
    Cramer's stock picks are hit or miss. I rarely pay much attention to him. He tells people to buy his stocks and clearly some people have lost money doing that but they are cut short when they call in.
    Jun 20, 2014. 09:40 AM | Likes Like |Link to Comment
  • Oracle's (ORCL) CEO Larry Ellison on Q4 2014 Results - Earnings Call Transcript [View article]
    Oracle has simply run up too much. It's a good company but I wouldn't pay up for the shares when you can get IBM for a P/E of 12 and a forward P/E of 9. Clearly IBM is more diversified and has more upside than Oracle long-term.
    The last time Oracle’s market cap edged past IBM’s was just before the dot-com crash.
    Jun 20, 2014. 09:19 AM | Likes Like |Link to Comment
  • IBM and Pure Storage Announce Patent and Cross-License Agreements [View article]
    Pure Systems is over-valued and IBM is under-valued.
    Jun 19, 2014. 11:46 AM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 11:25 AM | 2 Likes Like |Link to Comment
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