Seeking Alpha


Send Message
View as an RSS Feed
View Momintn's Comments BY TICKER:

Latest  |  Highest rated
  • My Best Idea For 2015: General Motors [View article]
    Who said I'm not diversified? My portfolio is balanced.
    Dec 8, 2014. 04:14 PM | Likes Like |Link to Comment
  • Stocks For The Long-Run: IBM [View article]
    I disagree with the two risks you state:

    1. Druckenmiller had to close his hedgefund in 2010 after losing 5%. He has been bearish since 2000, and certainly since 2003, if you listened to him at the Delivering Alpha conference.
    The only recent year he made any money was being short in 2008. He is against the federal reserve. He is a bear in every sense. Before you disagree with me, watch the video if you haven't listened to him already. It is more risky to go against the fed than to buy IBM stock. Hedgefunds have not done very well the past few years.

    2. It is less risky to transform your business when you have residual business from existing clients and cash flow. It would be more risky to do nothing and rest on your laurels. IBM research centers are inventing something new every day. The old has to go to make room for the new products. The company mentioned the most often as a risk to their business in corporate filings of other vendors was IBM. IBM sets the future in their 5 in 5 every year, and many of these future ideas are happening right in front of our eyes. I would say it is far riskier to invest in a company who is not attentive to change than to invest in IBM. IBM has re-invented itself many times before.

    Congratulations on your investment at such a cheap price!
    Dec 8, 2014. 04:09 PM | 1 Like Like |Link to Comment
  • Cloud Deals To Boost IBM's Global Services Revenues [View article]
    My experience in technology mktng as well as working in IT for many years was that budgeted money has to be spent by the end of the year or lost. And you can't ask for more money next year if you don't spend the money this year. Everyone I worked with had to put together a plan in January. If you don't have a plan and a budget, you risk losing your job.
    Read what I posted above "the region's (Europe's) customers are ready to play catch-up."
    There is competition globally. All developed nations better get busy in order to compete. Clouds are going up everywhere.
    Dec 8, 2014. 03:46 PM | Likes Like |Link to Comment
  • 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