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  • The Earnings Recession Of 2015: Stock Market In Danger?  [View article]
    You are in Switzerland right? Looks like your banks are in trouble and Credit Suisse is on its way to bankruptcy. They are going to get exactly what they deserve. Americans are investing in the stock market. And they are going back to work with over 200,000 new jobs every month, adding to their 401k. Art Cashin has been negative this entire time costing many people lost opportunities for investment returns. When you invest in US companies, you are invested in the strongest currency, in the strongest stock market, and with the most transparent financial reporting available to every investor.

    Talk about "financial engineering" and you can see how European banks have driven down their currency from $1.40 to $1.10 in less than 10 months. Why would anyone want to have their assets there? Go for it Stanley Druckenmiller and move there so you can get some socialized medicine for that eye. I guess European debt doesn't bother you as long as that debt is worth less in US dollars. That expensive Swiss property is worth less too. In fact all of those earnings in European companies are worth less too. Just goes to show that the real "financial engineering" is from the banks, not corporate America. And it's taken from 2008 to 2015 just for American banks to pass the stress tests caused by the greatest fraud on the investing public. What kind of stress tests can the PIIGS pass?
    Mar 6, 2015. 09:58 AM | 5 Likes Like |Link to Comment
  • Report: Apple music service to undercut Spotify, new Apple TV planned  [View news story]
    Apple and HBO are also working on a streaming deal.
    Mar 5, 2015. 06:46 PM | 3 Likes Like |Link to Comment
  • Apple's Currency Problem Becoming More Challenging For The Company  [View article]
    There was an article on Marketwatch last year that said there is no historical correlation between a strengthening currency and stock performance.
    Mar 5, 2015. 03:18 PM | 1 Like Like |Link to Comment
  • Apple's Currency Problem Becoming More Challenging For The Company  [View article]
    In the past 6 months, the US dollar is up around 15% while AAPL is up 24%. Doesn't look like currency has been a problem for them. Think about this, the earnings yield is in US dollars, which seem to be worth more every quarter. And these global companies can borrow for next to zero to buy up smaller companies or grow their product line or buyback their stock.
    Mar 5, 2015. 03:08 PM | 5 Likes Like |Link to Comment
  • What's Fueling Stock Gains Overseas  [View article]
    They may be undervalued if you live there, but for people who want their money invested in the strongest currency, the USA is the place to be.
    Mar 4, 2015. 10:58 AM | Likes Like |Link to Comment
  • International Business Machines' (IBM) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)  [View article]
    Morgan Stanley wanted to hear from the CFO but he only has a cursory view of the direction IBM is moving towards.
    Mar 4, 2015. 10:50 AM | 1 Like Like |Link to Comment
  • IBM buys API service provider to bolster Watson  [View news story]
    AlchemyAPI and IBM have been working with each other for years. AlchemyAPI has 40,000 clients.
    Mar 4, 2015. 09:37 AM | 5 Likes Like |Link to Comment
  • 2 salesforce.com Mysteries  [View article]
    IBM has converted people off of competitive hardware and software for generations, and it isn't that difficult to move from one application to another if there is reason to do it.
    Mar 4, 2015. 09:35 AM | Likes Like |Link to Comment
  • IBM Acquires AlchemyAPI, Enhancing Watson's Deep Learning Capabilities 
    IBM and AlchemyAPI have been working together for some time.
    http://bit.ly/1F9bpAv
    Mar 4, 2015. 09:17 AM | Likes Like
  • Notable tech decliners: AMAT, SONS, SFUN, YGE, DQ, CCIH  [View news story]
    I'm holding.
    Mar 3, 2015. 09:06 PM | Likes Like |Link to Comment
  • Buybacks notch a record in February  [View news story]
    Buybacks are great for investors. No individual taxes.
    Mar 3, 2015. 08:57 PM | Likes Like |Link to Comment
  • IBM: Big Iron Will Help Big Blue To A Big 2015  [View article]
    I don't care where the hardware and software exists, IBM still has more cloud revenue. IBM has agreed that they may have gotten the $4B anyway in data centers, but there is no proof of that. When the client orders a cloud solution that contains hardware and software, it is still a cloud solution in my opinion.
    Mar 3, 2015. 08:55 PM | 1 Like Like |Link to Comment
  • IBM: Did The Smart Money Hold For $158 Billion Or Sell For $150 Billion?  [View article]
    I like share buybacks when they reduce shares outstanding because now I own > 43% more of IBM than in 2007. And I paid no additional taxes or re-investment costs on my investment. The market has just not rewarded me yet with a proper valuation of the company. That does not bother me either because I'm not selling my shares. All I'm doing is buying more shares.
    Mar 3, 2015. 08:46 PM | 8 Likes Like |Link to Comment
  • 2 salesforce.com Mysteries  [View article]
    What happens if a company goes bankrupt and owes all these services that have been paid for?
    Mar 3, 2015. 08:08 PM | Likes Like |Link to Comment
  • International Business Machines' (IBM) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)  [View article]
    You can still listen to the audio presentation here:
    http://ibm.co/17P5W71
    Click on the link to the webcast.
    Enter a few items of information and you can listen to Martin Schroeter, CFO.
    Mar 3, 2015. 08:05 PM | Likes Like |Link to Comment
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