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Momintn

Momintn
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  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    "As a former competitor and customer of IBM, I can tell you that IBM is never regarded as the BEST, COOLEST, Bleeding Edge or Stellar/elite performance."
    What about Watson? Even the negative press on CNBC has had to give IBM credit for that.
    IBM is a major disruptor to the tech industry. They were stated in many financial reports as being a risk to other companies' businesses. If SDN takes off what will happen to Cisco? IBM replaced hundreds of Microsoft servers at Seattle Children's Hospital with SDN.
    Now they have basically doubled the throughput with their new Power servers. The 12-core (96-thread) Power8 CPU is one of the largest and probably the most powerful CPU ever built.
    And now they have produced a commercially viable chip that emulates the human brain on low power. Do you really think your IPOs can compete with this?
    http://ibm.co/1oNonj0
    Can even Intel compete with this?
    Aug 19, 2014. 09:39 AM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    "You think any of the new companies are installing DB2 ? or Informix ??"

    Someone must be installing DB2 because there are 7096 DB2 Jobs available on Indeed.com.
    Aug 19, 2014. 09:19 AM | Likes Like |Link to Comment
  • TJX Companies higher after strong report and guidance [View news story]
    The stock TJX is now a bargain! Perhaps even 20% potential gain in 6 months.
    Aug 19, 2014. 09:00 AM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    "Since he made this investment in Q4 of 2011, the total return on IBM stock has been a whopping 6.32% while the S&P 500 (with dividends) is up 72% during the same timeframe."

    My calculation for the SPY is 62%. In any case, your comment makes it even more clear that IBM is under-valued. Buffett is a value investor. It is wise to buy stocks when they are cheap. While people think that the stock market may be over-valued, they certainly can't say that about IBM.
    Aug 18, 2014. 10:11 PM | 4 Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    "Many of these potential products are 10-20 years away from mass market"
    I disagree with you on that.
    In 2007, IBM correctly predicted driving would be assisted by software and your phones would become “your wallet, ticket broker, concierge, bank, shopping buddy, and more.”
    IBM in 2009 predicted city buildings would “sense and respond” like living organisms. That sensor-based future unfolded two years later.
    Only time will tell...
    “It is an astonishing achievement to leverage a process traditionally used for commercially available, low-power mobile devices to deliver a chip that emulates the human brain by processing extreme amounts of sensory information with very little power,” said Shawn Han, vice president of Foundry Marketing, Samsung Electronics.
    Aug 18, 2014. 04:29 PM | 1 Like Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    IBM-Vermont in "Expansion Mode"
    In recent months, Shumlin said, IBM has increased the speed of microchips produced in Essex Junction by 35 percent, and the company has invested "millions and millions of dollars" in the facility.

    "You can't buy a smartphone in the world right now without, in almost all likelihood, it having many chips all made here at the Essex Junction plant," he said. "The technology that they're using for those chips is not available to their competitors — not just in America, but all over the world. You know, the Chinese don't have these skills at this point. The Indians don't have these skills at this point."

    http://bit.ly/1oUYVST
    Aug 18, 2014. 03:42 PM | Likes Like |Link to Comment
  • Buffett's IBM Stake Surpasses 7% With Strong Upside To Fair Value [View article]
    Many recent articles on IBM. I find these to be quite interesting.
    IBM and Auto Industry Are Creating the Connected Car - See more at: http://bit.ly/1BuzcKS
    Play the slide show.

    5 Ways IBM's Smart Chip Will Revolutionize Technology BY JILL KRASNY @JILLKRASNY
    It's tiny, it's mighty, and it mimics the brain. Here's how IBM's new smart chip will bring about big tech advances.
    http://bit.ly/1BuzeCw

    New IBM chip works more like a human brain
    IBM's latest brainlike computer chip may not be "smarter than a fifth-grader," but it can simulate millions of the brain's neurons and perform complex tasks using very little energy.
    http://cbsn.ws/1BuzeCz
    Aug 18, 2014. 03:20 PM | 1 Like Like |Link to Comment
  • Why Corning's Stock Is A Great Investment Opportunity Right Now [View article]
    The Foward P/E is 11. I seriously doubt the P/E is 16 now since the E/R.
    Aug 1, 2014. 04:20 PM | Likes Like |Link to Comment
  • Why Thursday's Sell-Off Matters [View article]
    I agree with GIS, not with the rise in PG today though. GIS is the 3rd largest owner of organic food producers. Look at how expensive Hain and Whitewave are.
    Aug 1, 2014. 11:19 AM | Likes Like |Link to Comment
  • Short Sellers And Seeking Alpha [View article]
    "obviously" doesn't mean SA. I meant that people are buying stocks all the time in their 401k and IRAs.
    Aug 1, 2014. 10:39 AM | 2 Likes Like |Link to Comment
  • Can Twitter And Chicago Bridge & Iron Tell Us Anything About The Mood Of The Market? [View article]
    The market does present good buying opportunities. Good luck with your decision. I don't follow UBS and Barclays myself. CBI doesn't pay much of a dividend which is probably because of their cash flow as stated in your article. Keep us posted on how they are going to turn this around.
    Aug 1, 2014. 10:23 AM | Likes Like |Link to Comment
  • Short Sellers And Seeking Alpha [View article]
    And you have to wonder why someone publishes the same info over and over.
    For around 2 years, someone was publishing negative sentiment on IBM, most likely to get them to sell their semi-mfg to investors in the Middle East.
    Aug 1, 2014. 10:00 AM | 3 Likes Like |Link to Comment
  • Short Sellers And Seeking Alpha [View article]
    Obviously there are more longs than shorts. Stocks are an investment. Shorts are a trade.
    Aug 1, 2014. 09:57 AM | 4 Likes Like |Link to Comment
  • Broad sales gains across segments for GM [View news story]
    GM and F are going to be selling a lot of cars for back-to-school. This is the best shopping season for consumers either going to look at next year's models coming out now or hoping to get last year's models at a discount.
    Aug 1, 2014. 09:49 AM | 2 Likes Like |Link to Comment
  • General Motors July U.S. sales [View news story]
    GM, whose sales are greater than Ford, matched the growth of 9.4% in sales which is very good. Both companies are good investments with GM having the larger dividend yield of 3.55%.
    Aug 1, 2014. 09:42 AM | 5 Likes Like |Link to Comment
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