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Momintn

Momintn
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  • CBS: A Bit Too Pricey Despite A Recent Sell-Off And Sound Strategy [View article]
    Moody's says CBS' new contract for a Thursday night game package with the NFL will not impact its credit ratings but will provide a boost to viewer ratings. CBS debt is rated investment grade Baa2 since 22 Aug 2011.
    May 15, 2014. 10:33 AM | Likes Like |Link to Comment
  • Is It Time To Buy High-Yielding General Motors? [View article]
    This year is not going to be a good year imo for the entire auto industry. But 2015 should be a very good year and GM should do much better with all of their new models and the volume of sales worldwide. I would not sell the stock if you are down 10%. I would re-invest the dividends. If you can get the stock at any time below $34, you may want to add to your shares if you have a long-term investing horizon.
    Much is being made over recalls. So you may get some good stock prices on GM just from the news media. GM's credit rating is the lowest level of investment grade Baa3. I would watch Moody's to see if it sticks. However Wall Street pumps stocks whose credit ratings are far worse and not even investment grade. I think as long as you get this dividend from GM, the investment is safe for the long-term.
    May 15, 2014. 10:21 AM | 2 Likes Like |Link to Comment
  • IBM Will Gain From Its Shift Towards New Tech Trends [View article]
    IBM explained on the investor day that they are staying in the semiconductor business. The reason is that they are a leader and want the very best for their products. They also rely on the patents they invent with science/technology centers all over the world. They are not getting out of all manufacturing.
    And stocks that do buybacks outperform all other stocks. I have yet to understand why the news media call IBM's buybacks "financial engineering" and I'm quite sick of it. I do not want to pay more taxes on dividends, only to re-invest them back into the stock. I like the tax-free gains on buybacks and I'm sure Warren Buffett agrees with me.
    May 15, 2014. 09:39 AM | 3 Likes Like |Link to Comment
  • Cisco Beats Earnings And Guides Higher [View article]
    revenue decreased by 5%
    I'd rather buy IBM stock here.
    May 15, 2014. 09:32 AM | Likes Like |Link to Comment
  • CBS: A Bit Too Pricey Despite A Recent Sell-Off And Sound Strategy [View article]
    You can get the long term growth rates from many sources: yahoo/finance, msn money, thomson reuters & s&p stock reports (on all broker sites after you login).
    Wrong stock to be short imo.
    May 15, 2014. 09:27 AM | Likes Like |Link to Comment
  • Swiss looking for a scalp over Credit Suisse legal issues [View news story]
    Credit Suisse has done far worse than help people evade taxes. This is just all they will charge them with. People will never find out what really caused the global economic recession.
    May 14, 2014. 09:47 PM | Likes Like |Link to Comment
  • IBM's Rocky Road Should Keep Investors Wary Of The Company [View article]
    If you are under water, you need to add to your shares to lower your cost basis. If you don't want to do that, at least re-invest your dividends to lower your cost basis.
    May 14, 2014. 06:14 PM | Likes Like |Link to Comment
  • CBS: A Bit Too Pricey Despite A Recent Sell-Off And Sound Strategy [View article]
    Then why write the article? First you say it's a bit too pricey. Now you say you wouldn't buy it at any price. Sounds pretty fishy to me.

    According to some research I did last night by reading articles written by Fidelity, the best stocks to buy are the ones who have outperformed and then have dropped and consolidated. I'm just watching to see if it stops dropping and consolidates. It certainly is a good stock to own with 15% long-term growth ahead. You won't get that from many S&P stocks.
    May 14, 2014. 04:44 PM | 1 Like Like |Link to Comment
  • CBS: A Bit Too Pricey Despite A Recent Sell-Off And Sound Strategy [View article]
    - Compared to the Broadcasting Industry, CBS is currently trading at a
    significant discount based on both Trailing P/E and Forward PEG.
    - CBS's Trailing P/E of 18.3 represents a 19% Discount to its 5-year
    average of 22.5.
    - CBS's Forward PEG of 1.0 represents a 33% Discount to its 5-year
    average of 1.5. If the Forward PEG returned to historical form, the
    stock would trade at 85.07

    From Thomson Reuters stock report
    May 14, 2014. 03:51 PM | Likes Like |Link to Comment
  • CBS: A Bit Too Pricey Despite A Recent Sell-Off And Sound Strategy [View article]
    This is a good price for CBS. The forward P/E is 14. The earnings growth rate for this year is 16% and the five year growth rate is 15%. The stock is down 18% from the high. Any time the forward P/E is lower than the growth rate, it is a good value. And you will either get CBSO shares or you will get a CBS buyback from an IPO of the rest of the CBSO shares.
    May 14, 2014. 03:27 PM | Likes Like |Link to Comment
  • International Business Machines Corp. – Not A Good One To Hold At This Time [View instapost]
    Best time to buy IBM is when it is out of favor. And the chart setup looks perfect at $190 which is holding.
    IBM's investor conference is going on now. Great! http://bit.ly/1sNKNj6
    May 14, 2014. 11:26 AM | Likes Like |Link to Comment
  • IBM's Culture Is Its Best Long-Term Investment Metric [View article]
    Watch this and see real leadership. IBM's investor conference is going on now. Great! http://bit.ly/1sNKNj6
    May 14, 2014. 11:21 AM | 2 Likes Like |Link to Comment
  • IBM's Rocky Road Should Keep Investors Wary Of The Company [View article]
    IBM's investor conference is going on now. Great! http://bit.ly/1sNKNj6
    May 14, 2014. 11:06 AM | Likes Like |Link to Comment
  • Semiconductor Metrology / Inspection Equipment Market Still Can't Top Overall WFE Equipment Market [View article]
    KLAC's sales dropped 10% in FY 13 and are expected to be up 10% for FY 14 which ends in June. In the March 2014 quarter, the distribution of new orders by customer was foundries 56%, logic customers 21%, and memory 23%.

    AMAT's sales will increase 23% in FY 14 (Oct.) and 10% in FY 15, following a 14% decline in FY 13. At the end of FY 13 (Oct.), Applied Materials (AMAT) was the worldwide leader in the manufacturing of semiconductor capital equipment. Due to its pending acquisition of Tokyo Electronics, which will be highly accretive to earnings, I am holding a few shares.
    May 13, 2014. 03:26 PM | Likes Like |Link to Comment
  • IBM's Rocky Road Should Keep Investors Wary Of The Company [View article]
    Don't worry about it and enjoy your summer. Even with only 15% of revenue in hardware, the next mainframe announcement will see IBM go back to its high. Just don't put all your eggs in one basket.
    May 13, 2014. 11:45 AM | Likes Like |Link to Comment
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