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Momintn

Momintn
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  • Ford And GM Are Pricing In Recession [View article]
    This is the same quarter that GM missed last year so analysts should have known their estimates were too high. The rest of the quarters GM beat analysts expectations last year. This is the best time to buy GM stock. And you get a 3.3% dividend yield.
    It's common sense to realize that the second and third quarters are the bigger earnings quarters while the fourth and first quarters are the weakest because of cold weather. Analysts had it completely wrong, expecting the biggest quarter of the year to be 4Q. GM is doing very well and should be in every investor's portfolio.
    Long term growth is expected to be 20% which may be too high but still a very good stock with low valuation and 3.3% dividend yield.
    Feb 6, 2014. 10:35 AM | Likes Like |Link to Comment
  • Here's How Investors Expect GM's Weak January Sales To Affect Growth [View article]
    It's common sense to realize that the second and third quarters are the bigger earnings quarters while the fourth and first quarters are the weakest because of cold weather. Analysts had it completely wrong. GM is doing very well and should be in every investor's portfolio.
    Feb 6, 2014. 10:06 AM | 1 Like Like |Link to Comment
  • Here's How Investors Expect GM's Weak January Sales To Affect Growth [View article]
    What the news isn't telling you is that both revenue and net income increased from last year.
    A year ago, GM reported .48 EPS. The question is why did analysts expect .88 which is 83% higher? GM reported .67 EPS which is 40% higher than last year. How much growth does Wall Street expect from the world's largest auto company in the world? Haven't they been worried about a slowdown in the emerging markets?
    This is the same quarter that GM missed last year so analysts should have known their estimates were too high. The rest of the quarters GM beat analysts expectations last year. This is the best time to buy GM stock. And you get a 3.3% dividend yield.
    Feb 6, 2014. 10:03 AM | 1 Like Like |Link to Comment
  • Ford And GM Are Pricing In Recession [View article]
    What the news isn't telling you is that both revenue and net income increased from last year.
    A year ago, GM reported .48 EPS. The question is why did analysts expect .88 which is 83% higher? GM reported .67 EPS which is 40% higher than last year. How much growth does Wall Street expect from the world's largest auto company in the world? Haven't they been worried about a slowdown in the emerging markets?
    Feb 6, 2014. 09:56 AM | Likes Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    "Paris, France - 05 Feb 2014: IBM (NYSE: IBM) and Completel, a Numericable Group company and a leader in optical fiber in France, today announced the signing of an Infrastructure-as-a-Se... (IaaS) contract, to deploy the Very High Speed ??Cloud and thereby strengthening their presence among business customers.

    Through this agreement, IBM and Numericable Group will offer public and private companies, including small and medium enterprises and industries (SME/SMI), agile, efficient and secure solutions, integrating Completel's network infrastructure and IBM's SoftLayer Cloud Computing."

    From Wall St Transcript
    Feb 5, 2014. 11:56 AM | Likes Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    If you don't cover your short on IBM today, you will have to pay the dividend to stock investors as the ex-dividend date is tomorrow.
    Feb 5, 2014. 11:54 AM | Likes Like |Link to Comment
  • 2014 Prediction #1: General Motors Hits $50 A Share [View article]
    I do. Certainly in $48. I just don't know when.
    Feb 5, 2014. 09:57 AM | Likes Like |Link to Comment
  • Analysts Rate Salesforce.com A Buy. They Should Be Ashamed Of Themselves [View article]
    It's going to be really sad when all these individual investors lose their money. I know people who lost their money in WorldCom and Enron, and when things like this happen they never want to buy stocks again.
    Feb 5, 2014. 09:56 AM | 1 Like Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    What you need to understand is that Credit Suisse does a terrible job of managing their own business. Go look for yourself at their financial reports. That analyst is one of the worst to follow and lost many people significant money in Research in Motion when he said to buy it in the $60s and in Apple when he said to buy it at $660. Stocks that go up do eventually stop going up and stocks that have been sold off to extreme valuations are the better buy.
    And that speculative anonymous website ZeroHedge is in the general vicinity of Switzerland. They ran up the price of gold and sold off the US stock markets on the premise that the USA was going to crash and burn and become one of those futuristic movies where we are all killing each other and hiding underground. What was their trade? Guns, gold, selling the USD, and 3x bear etfs. It worked for a while but it isn't working any more. The USA is the best country in the world to invest in.
    For a hundred years IBM has invented the future and changed its business. And I believe they will continue to do so. I can't remember a time since the 2008-9 market crash that it has been this over-sold. But as an investor, I'm quite content to let IBM buy back their shares at this low price.
    Feb 5, 2014. 09:47 AM | Likes Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    IBM is selling their old low-end server line to Lenovo, not the entire server business. In fact, they had a major SDN server announcement the next day.
    Feb 5, 2014. 09:31 AM | Likes Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    S&P:
    Fair Value
    Calculation
    $241.30 Analysis of the stock's current worth, based on S&P's proprietary
    quantitative model suggests that IBM is Undervalued by $64.62 or
    36.6%.
    Feb 4, 2014. 08:28 PM | 1 Like Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    Thomson Reuters I/B/E/S estimates are:
    Change Over Previous Year
    '14 '15 '16
    9.7% 11.3% 8.4%
    Five year expected annual growth rate is 13.4%
    Where are you getting 2017?
    IBM is in many high growth businesses and if those businesses grow at expected levels, then IBM will do very well.
    Feb 4, 2014. 08:22 PM | 1 Like Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    The latest website which is a joint venture with S&P shows a breakdown of IBM's price and target of $230.
    http://bit.ly/1eReCWJ#

    One thing to remember is IBM gets over 10% of their revenue from Japan and the strengthening of the yen will help them.
    Feb 4, 2014. 03:51 PM | 2 Likes Like |Link to Comment
  • Risk And Cycles: Looking At Buybacks, Debt, Cash [View article]
    If the share count is reduced by buybacks, then this is a better return of cash to shareholders than dividends, because you have to pay taxes on dividends and possibly a trading fee to re-invest those dividends even while the stock price is reduced by the exchanges on the ex-dividend date. I prefer buybacks when the share count is reduced regardless of stock price when you do not need dividends as income. However it appears to me that most investors prefer dividends. So both seems in order.
    Feb 3, 2014. 01:56 PM | 1 Like Like |Link to Comment
  • December New Home Sales: Downtrend In Sales Is Confirmed [View article]
    Low interest rates, even lower today, are going to help the homebuilders. Spring is just a few months away. Then autos, transports, retail, and many other stocks will take off.
    Feb 3, 2014. 01:36 PM | Likes Like |Link to Comment
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