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  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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.
    Jun 12, 2014. 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.

    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, 2014. 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, 2014. 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, 2014. 09:56 AM | Likes Like |Link to Comment
  • Warren Buffett Is Missing Red Flags At IBM [View article]
    From the pictures and the articles from Bloomberg, it appears they have children putting out the same articles every hour for months on end probably being fed the news from foreign hedge funds.
    Jun 12, 2014. 09:54 AM | Likes Like |Link to Comment
  • DIY Dividend Investors Club (Part 1): Is It Possible To Build A Portfolio In This Market? [View article]
    zero EPS growth this year and very low next year 5%. IBM is better.
    Jun 12, 2014. 09:52 AM | Likes Like |Link to Comment
  • Xiaomi Is A Big Threat To Apple [View article]
    If it's like the rest of the "made in China" recycling companies should do well. And Apple attorneys too.
    Jun 12, 2014. 08:44 AM | 6 Likes Like |Link to Comment