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  • UBS adds Schlumberger to Equity Focus List, upgrades oilfield services [View news story]
    I'm not sure why we hear from Swiss banks so much. What is their record?
    Jul 3, 2014. 08:47 AM | Likes Like |Link to Comment
  • CBS Exchange Offer - An Uncorrelated 7% Without Proration [View article]
    People that are just looking for a trade should go elsewhere in my opinion. Getting a 7% discount on the largest billboard advertiser in North America with a good dividend yield is what we are looking at and trying to figure out how much CBS you are willing to tender.
    Jul 3, 2014. 08:22 AM | Likes Like |Link to Comment
  • CBS Exchange Offer - An Uncorrelated 7% Without Proration [View article]
    At the top, it says you own no positions in any stocks. What I still do not understand is how you are going to participate in the offer and tender shares of CBS when you do not own any shares of CBS.
    About CBSO, it is down already. Around 4 or 5 days ago, puts were bought. Then a few days ago calls were bought. My thinking is that it will not go much further down. Just because more shares are in the market doesn't mean that investors are going to sell them. And CBSO was recently added to the Russell 1000.
    CBS is going to retire the CBS shares that are tendered. That means less shares outstanding. So I am having difficulty deciding on how many shares to tender. I think CBS will go higher, but maybe not the 7% you get with CBSO the first day.
    Jul 1, 2014. 09:30 PM | Likes Like |Link to Comment
  • CBS Exchange Offer - An Uncorrelated 7% Without Proration [View article]
    How do you tender CBS shares if you don't own them? I received notice from my account holder because I own shares. How can you tender shares that you do not own? Who is going to let you do that?
    Jul 1, 2014. 08:31 PM | 1 Like Like |Link to Comment
  • IBM: Getting A Good Return? [View article]
    Some interesting articles today on IBM:

    A Motley Fool member believes that IBM is up today because of Market analysis firm Gartner who recently published the 2014 version of its security information and event management report, commonly known as the SIEM report, which shows that IBM is the top leader.

    Chips made with nanotube transistors, which could be five times faster, should be ready around 2020, says IBM. Very interesting!

    According to, the IBM experts will be in Birmingham, AL, from July 7 through July 25. They will live in Birmingham and examine city services ranging from administration and transit to education and urban planning. Birmingham won IBM's Smarter Cities Challenge grant.
    According to IBM, 100 cities have been selected for the program over the past three years, including Atlanta, Austin, New Orleans, Chicago and more.

    Orbitall chooses IBM for data center infrastructure services

    Cooking App 'Chef Watson for Bon Appetit' Rolls Out in Beta Monday

    IBM's enterprise mobile division is developing with corporates apps based on sensors and biometrics that can offer you discounts at a mall, and even money from an ATM without a card. IBM is working with a partner on voice technology which allows one to use voice for passwords. From

    Online Bank Boursorama signs a 5-yr agreement with SoftLayer from IBM to Host Web-Based IT

    IBM is nearing completion of its $1.2 billion global investment as the company will open a SoftLayer data centre in London.
    Jul 1, 2014. 06:32 PM | 1 Like Like |Link to Comment
  • CBS Exchange Offer - An Uncorrelated 7% Without Proration [View article]
    "Author intends to participate in the tender offer at the last minute, and will likely go long CBS at that point."
    You have to be long in CBS before the tender offer in order to participate.
    Jul 1, 2014. 05:41 PM | Likes Like |Link to Comment
  • IBM: Getting A Good Return? [View article]
    It has been over 20 years since IBM decided to get "lean and mean", so I don't know why anyone would think that share count would rise instead of them doing buybacks. When IBM tells you something, you should take it at face value. If you don't like share buybacks, you better look at your holdings because many companies do it.
    Jul 1, 2014. 11:17 AM | Likes Like |Link to Comment
  • IBM: Getting A Good Return? [View article]
    Is it possible that IBM knows the market has under-valued their shares? Maybe Buffett thinks that too, and all the other shareholders. Hindsight is 20/20, but the past is over. Many other companies did share-buybacks and watched their stock's price go up. Companies who do share buybacks usually outperform the market. If it hadn't been for the constant negative media sentiment from Credit Suisse's analyst Garcha, it is unlikely IBM would have been any different. All the while Credit Suisse is losing assets, has been fined billions of dollars by US and British authorities and carries a felony conviction.
    Jul 1, 2014. 10:18 AM | Likes Like |Link to Comment
  • Why IBM's Stock Is A Long-Term Investment Opportunity [View article]
    "Avnet extends longstanding relationship with IBM to offer SoftLayer cloud platform in EMEA

    Avnet Technology Solutions has bolstered its cloud portfolio with the addition of cloud services from SoftLayer.

    It follows an agreement Softlayer signed earlier this month with Arrow to deliver its cloud services in the US, Canada, Europe, the Middle East and Africa.

    Following a successful rollout in the US and Canada, Avnet has is now offering its EMEA channel SoftLayer’s platform for the delivery of cloud services.

    The distributor has a thirty-year global distribution relationship with SoftLayer’s parent company IBM."
    Jun 27, 2014. 11:10 AM | Likes Like |Link to Comment
  • Why IBM's Stock Is A Long-Term Investment Opportunity [View article]
    RPI, IBM high-tech monitoring aims to save Lake George

    "The multi-million-dollar effort, called the Jefferson Project, involves satellites 11,000 miles above the Earth and a computerized modeling instrument so sensitive that it must be registered with the U.S. State Department and Department of Defense."

    “Our role in this is converting the science into solutions and sharing information with anybody involved with the fate of Lake George,” said Eric Siy, The Fund for Lake George executive director. “This is an historic lab. This is a prototype for what it’s going to take to protect water quality for future generations. If we can do it here, we can do it anywhere.”

    "The Fund is partnering with Rensselaer Polytechnic Institute and IBM, whose global research arm is currently pursuing similar projects with wave energy and hydrological studies in Ireland and Brazil, respectively. "
    Jun 27, 2014. 11:08 AM | 1 Like Like |Link to Comment
  • Why IBM's Stock Is A Long-Term Investment Opportunity [View article]
    IDC, for the eighth consecutive year, ranked IBM No. 1 in worldwide market share for content management. The report showed that IBM had a 15.9 percent share of the market, growing more than three times as fast as its nearest competitor. - See more at:
    Jun 27, 2014. 11:02 AM | 1 Like Like |Link to Comment
  • Watch Out For The Buyback Taper [View article]
    I've seen many hedge fund stocks crash. They run out of buyers. It does seem unfair during the runup, but they have not done well compared to the S&P 500. The leverage is what worries me. I didn't realize how much leverage is in things until I started trying to find out what was inside ETFs.
    Jun 27, 2014. 10:39 AM | Likes Like |Link to Comment
  • The Signal And The Noise [View article]
    The Nasdaq composite and IBM. Almost exactly the same return from 1966 to 1981 with a slight edge to IBM.
    Jun 27, 2014. 10:34 AM | Likes Like |Link to Comment
  • GM recalls 194k Buicks in China [View news story]
    I think the news exagerates these recalls. And when you go in for a recall they give you a list of the maintenance you need to have done.
    Jun 27, 2014. 10:19 AM | 2 Likes Like |Link to Comment
  • Barclays tumbles following NY lawsuit [View news story]
    That's another bank that Zacks has a strong sell on besides Credit Suisse.
    Jun 26, 2014. 12:58 PM | Likes Like |Link to Comment