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  • A Potential Prevailing Tailwind For Housing-Related Stocks [View article]
    The largest potential short squeeze is going to be Ryland (RYL) and Ryland has news that may generate interest in owning the stock.
    "The Ryland Group, Inc. RYL +1.66% has received an A+ on Big Builder Magazine’s annual public builder report card. The 2014 public builder report cards, ultimately graded by Builder Magazine’s editors, provide research-based analysis of financial and operational performances, which includes financial, operations, sales and marketing and land, for 17 public home building companies during 2013."
    From BusinessWire May 22, 2014
    Jun 9, 2014. 11:20 AM | Likes Like |Link to Comment
  • IBM's Hidden Source Of Value [View article]
    Jun 9, 2014. 10:54 AM | Likes Like |Link to Comment
  • Why Investing New Capital During All-Time Market Highs Doesn't Scare Me [View article]
    My last purchase was IBM.
    If you are a value investor, this website is helpful because you can see the current valuation compared to the industry and to the S&P 500, as well as the average P/E the last 5 years.
    I do think one has to be careful about buying stocks that are at their highs unless you have a good reason.
    Jun 9, 2014. 10:31 AM | 2 Likes Like |Link to Comment
  • IBM Is A Buy - Chinese Companies Still Prefer Its Servers [View article]
    I haven't yet seen any proof that China thinks IBM is involved in any kind of espionage. IBM was not one of the companies mentioned in the Snowden documents. The news has hurt the price of IBM's stock and investors will finally get tired of it. Once people stop selling, you will see the stock return to its highs. Notice that the news never mentions any of the companies who were in the documents. Try to explain that.
    Jun 9, 2014. 09:53 AM | 1 Like Like |Link to Comment
  • Watch Out For The Buyback Taper [View article]
    Wow, I forgot Visa had bought so many shares back. I certainly made a big profit in that one before I sold it last year.
    I use this link to quickly see how a company is doing on revenue, total net income, and EPS.
    IBM didn't go down by that much in 2013. Revenue and total net income are still quite large. None of these large caps are going to go up in a straight line.
    Jun 6, 2014. 11:40 AM | Likes Like |Link to Comment
  • Advice For Young Investors [View article]
    My suggestions: Get a college degree without accumulating much debt. If you have to, live at home for at least 2 years, or do a work/study program. Pick a field of study to complete in 8 semesters using your state's scholarships, as this is free money. If you do not know what you want to do, pick something that has job opportunity with your interest and skills in mind, and stick with it. You won't regret getting a degree in business, engineering, or healthcare.
    When you get a job, live within your means, avoiding debt other than car and house. Every year, invest in a Roth IRA. When interest rates are low, weight your investments in favor of stocks with some shorter-term bonds. When interest rates are high, buy some long-term zero coupon bonds.
    Jun 6, 2014. 10:30 AM | 2 Likes Like |Link to Comment
  • Mary Barra Can Turn GM Around [View article]
    I called about one of my children's GM cars and there were no recalls. In fact it has never had a recall. So I just don't think if you buy a car less than 8 years old, you are going to have many recalls. And it certainly hasn't hurt sales.
    I saw a new blue Corvette this week on the road and that is the best looking car I've seen in a long time. Look at what USA Today says:
    Chevy Corvette Z06 will be GM's most powerful car ever
    Jun 6, 2014. 09:29 AM | 4 Likes Like |Link to Comment
  • IBM's Hidden Source Of Value [View article]
    I agree with this article 100%. According to S&P, if IBM were priced similarly to the 1500 S&P Information Technology sector, its price would be $322. If you buy stocks that are over-priced, and the market goes down, you are going to regret that you didn't buy IBM instead. Believe me, I've made the mistake of buying stocks touted by CNBC, and then lost money a year later. Always check the valuation and don't buy anything that is priced higher than the S&P unless you have good reason. Cheap stocks do catch up to the sector. Remember when Microsoft had a P/E of 9? Well now it's 15. So do your homework and I think you will buy IBM.
    Jun 6, 2014. 09:03 AM | 3 Likes Like |Link to Comment
  • Focus On High-Yielders With Growing Distributions [View article]
    CINF and ED look like analysts expect earnings to be down this year. AEE and OKS look ok.
    Jun 5, 2014. 06:01 PM | Likes Like |Link to Comment
  • IBM: Worth $260 Per Share [View article]
    There is no RMD in a Roth IRA. I wish I had converted more to a Roth.
    Jun 5, 2014. 04:50 PM | Likes Like |Link to Comment
  • IBM: Worth $260 Per Share [View article]
    If I needed that money this year, I guess I would be concerned. But money I need this year is in cash. In fact, I have so much cash, I bought more IBM stock this year in an IRA that I may never withdraw.
    Jun 5, 2014. 12:36 PM | Likes Like |Link to Comment
  • IBM: Worth $260 Per Share [View article]
    Total return which includes dividends.
    And the past returns do not guarantee future returns that will be equivalent.
    Jun 5, 2014. 11:28 AM | Likes Like |Link to Comment
  • General Motors' Ignition Switch Victims Speak Louder From The Grave Than The Company [View article]
    S&P has a Strong Buy rating on GM.
    Jun 5, 2014. 11:16 AM | 1 Like Like |Link to Comment
  • IBM: Worth $260 Per Share [View article]
    A couple of things I noticed today:
    IBM was up pre-market on heavy volume. The only thing I could find out is
    "Big Blue on Thursday said it will work with the Shanghai Airport Authority to build a software system to help manage operations at Shanghai’s Hongqiao Airport. They didn’t disclose financial terms."

    And when I looked back over S&P's report on IBM which they rate as Market Perform with a Quality Rating of A+, "Our 12-month target price is $200. Comparisons to the 2014 P/E of S&P 1500 Information Technology
    Sector index results in a price of $322."
    So either IBM is very undervalued or S&P 1500 IT is over-valued.
    Jun 5, 2014. 10:55 AM | Likes Like |Link to Comment
  • IBM: Worth $260 Per Share [View article]
    If you have been in the market for that long, you know that you can't measure performance by looking at a stock chart.
    Investors know why IBM's EPS was down last quarter. One quarter does not make a stock. And it's in the past.
    Jun 5, 2014. 10:44 AM | Likes Like |Link to Comment