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Momintn

Momintn
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  • IBM Transformation Continues, Expect The Shares To Trade To $250 By Year-End [View article]
    If IBM continues buying back shares over the next 2 decades at the same rate, there won't be any shares left.
    Jul 18, 2014. 09:02 AM | 1 Like Like |Link to Comment
  • Is IBM Poised To Beat The Whisper Number? [View article]
    You make more money in the long run buying stocks that dip when they report earnings.
    Jul 18, 2014. 08:57 AM | Likes Like |Link to Comment
  • IBM According To Warren Buffett's Annual Letters To Shareholders [View article]
    IBM's Profit climbed 28 percent in the second quarter, and topped analysts' expectations, to $4.14 billion, or $4.12 per share, from $3.23 billion, or $2.91 per share, in the same quarter a year ago.
    Jul 17, 2014. 06:37 PM | 2 Likes Like |Link to Comment
  • Is IBM Poised To Beat The Whisper Number? [View article]
    Profit climbed 28 percent in IBM's second quarter, and topped analysts' expectations, to $4.14 billion, or $4.12 per share, from $3.23 billion, or $2.91 per share, in the same quarter a year ago.
    Jul 17, 2014. 06:25 PM | Likes Like |Link to Comment
  • Lenovo, IBM deal approved by China [View news story]
    As an IBM investor, I do not care one way or the other. I prefer that national security advisors make the best decision for our nation. IBM is large enough with many new ventures that they will do well either way.
    Jul 4, 2014. 11:03 AM | 1 Like Like |Link to Comment
  • The Truth About IBM No One Comes Out To Say [View article]
    Just yesterday, there is an article on Seekingalpha saying buy Hess. I pointed out that revenue is down significantly the past fiscal year and going forward. The reply said something like "the company divested non-core holdings". All while people were selling IBM because of no revenue growth, companies like Lockheed-Martin and Goldman Sachs were being bought and their revenue was down way more than IBM's. The only thing I can surmise is that CNBC tiptoes around the Swiss banks' opinions and even had the UBS analyst on there yesterday with his stock picks. UBS and CS have felony convictions. I have followed CS before on analyst calls. They lost investors significant money touting Research in Motion, which I fortunately avoided. I did continue to believe their Apple buy rating and ended up stuck in Apple for around 2 years. I went back on CS, I believe it was in 2012, and looked up all of their top stocks and only 2 of them performed. UBS and CS use the same analyst Garcha on IBM. I honesty do not know why anyone listens to them, but I think it is because of CNBC and their love for Swiss banks. CNBC though is really getting things wrong this past year. At least twice we have had them attempt to sell off the market and trigger another recession. What I have noticed though is that just when they are trying to get you out or tell you to buy the VIX, the market rallies the very next week. So I just continue with my stocks and ignore them. The VIX means absolutely nothing and is not an investment. I am never buying something that I do not understand. And you better search yahoo for Zacks report on foreign banks. They have a strong sell on UBS, CS, Barclays, and Deutsche Bank. If someone is in trouble, don't follow them. Look at my stock talks on IBM and my comments. IBM is under-valued by 40%.
    Jul 4, 2014. 10:57 AM | 4 Likes Like |Link to Comment
  • Berkshire Value Screen, Only 1 Survivor [View article]
    Hess revenue down in 2013 and expected to be down again in 2014. I'd have to know why that is before I even went further looking into it.
    Jul 3, 2014. 01:20 PM | Likes Like |Link to Comment
  • Berkshire Value Screen, Only 1 Survivor [View article]
    Share buybacks distort book value. It would be nice to for someone to figure out how to reduce the distortion.
    Jul 3, 2014. 11:12 AM | Likes Like |Link to Comment
  • IATA: Airline traffic up 6.2% in May [View news story]
    So why did AAL go down yesterday?
    Jul 3, 2014. 08:54 AM | Likes Like |Link to Comment
  • Vera Bradley: Colorful Handbags, Bleak Future, 25% Downside [View article]
    I hate the Vera bags, dislike Kors, and love Coach. But I have learned the hard way to stay out of the stocks.
    Jul 3, 2014. 08:52 AM | 1 Like Like |Link to Comment
  • 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! http://bit.ly/1rV7LUs


    According to AL.com, 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 economictimes.com

    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
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