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Momintn

Momintn
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  • Why The IBM-Apple Agreement Could Fail [View article]
    Research from ComScore shows that Android and Apple now hold more than 93 percent of market share (Android with 52 percent vs. Apple's 41 percent), with Windows Phone 8 (3.4 percent) and BlackBerry (2.9 percent) competing for the third spot.
    Jul 25, 2014. 12:23 PM | Likes Like |Link to Comment
  • Forecast Part II: Sell S&P 500 Passive Interests - This Market Is For Stock Pickers [View article]
    Volume hasn't meant anything so far. And neither does outflows.
    Jul 25, 2014. 11:37 AM | Likes Like |Link to Comment
  • Forecast Part II: Sell S&P 500 Passive Interests - This Market Is For Stock Pickers [View article]
    What is the forward P/E of the S&P 500? Thanks if you can figure this out.
    Jul 25, 2014. 10:07 AM | Likes Like |Link to Comment
  • Healthcare Sciences Publisher PLM and IBM Speed Access to Medical Information to Deliver Better Patient Care with Mobile [View article]
    Add IBM to your portfolio on Seeking Alpha and read IBM news every day. Thanks!
    Jul 25, 2014. 10:03 AM | Likes Like |Link to Comment
  • Sell-side weighs in on GM [View news story]
    Good article here:
    http://yhoo.it/Us22tX
    "The hundreds of customers bringing old cars into the family-owned dealerships leave in clean cars with a bucket of goodies.
    Some drive home a newly purchased car."
    RECALLS, THE "NEW NORMAL"
    Jul 25, 2014. 09:59 AM | 2 Likes Like |Link to Comment
  • Why The IBM-Apple Agreement Could Fail [View article]
    Probably because iphone users use the internet more than others and download more apps.
    Jul 25, 2014. 09:43 AM | Likes Like |Link to Comment
  • Update: Amazon's Losses Widen [View article]
    When you select an app, it doesn't necessarily run on AWS. Here is just one example:
    http://bit.ly/WH5KSc
    MobFox used by Netflix runs on Softlayer (NYSE:IBM). And the Netflix OSS will run on Softlayer and has been demonstrated to do so.
    IBM is touting its acquisition of Aspera, which is optimizing "digital supply chains," revolutionizing them the same way the physical supply chains have been transformed, explained John Mesberg, vice president of B2B and commerce solutions at IBM. Aspera helps move digital content, especially video, quickly and securely. Its clients include Netflix, Disney, and ESPN, and IBM hopes to grow its client base beyond the entertainment sector as "video is pervading everything we do," Mesberg summed up. IBM calls this new unified offering ExperienceOne which includes its most recent acquisition Silverpop, the email marketing provider. http://bit.ly/WH5Mtg
    So when you buy a user company's stock like Netflix, you may be buying a company that increases IBM's earnings.
    Jul 25, 2014. 09:29 AM | Likes Like |Link to Comment
  • Update: General Motors Earnings - Meets On EPS And Takes Huge Reserves; Value Trap [View article]
    You are obviously short some of my stocks because you post all over the internet when I read an article.
    Jul 25, 2014. 08:41 AM | 1 Like Like |Link to Comment
  • Update: Amazon's Losses Widen [View article]
    They are going into to many different things. It will be a long time before they are profitable.
    Jul 24, 2014. 08:31 PM | Likes Like |Link to Comment
  • Update: Amazon's Losses Widen [View article]
    It appears to me that IBM has more cloud revenue than Amazon.
    In IBM's 2Q earnings press release it says "For cloud delivered as a service, second-quarter annual run rate up nearly 100 percent to $2.8 billion year-to-year."
    Amazon does not break this out. Analysts look at North American “Other” revenues which says $1.17 billion. Did anyone ask them for the AWS revenue number on the conference call? What is AWS marketshare now?
    In IBM's annual report for 2013, they said "Cloud revenue of $4.4 billion, up 69 percent" In 1Q 2014, IBM said "Cloud revenue up more than 50 percent"
    It's only if you say that IaaS is all you can compare with AWS that Amazon still looks like the cloud leader. But if IBM defines the cloud, then I bet they are higher up as a leader.
    Some interesting takes:
    http://on.recode.net/W...
    http://bit.ly/WGvvCi
    Jul 24, 2014. 08:08 PM | 2 Likes Like |Link to Comment
  • Update: General Motors Earnings - Meets On EPS And Takes Huge Reserves; Value Trap [View article]
    More people in the USA buy GM cars than any other brand. Read this article and you will see the general attitude towards the recalls. I know people who will just say they always buy GM cars and that as many cars are sold obviously there are going to be some problems.
    http://bit.ly/1z9KfHr
    GM is selling more autos at a higher price at a time when some other retail sales aren't going higher. Some companies are seeing revenue declines. But not GM, despite the constant talk of the recalls. Look at how well Buick is doing. There are certain models that are doing very well. It's still a huge lineup and people are quite impressed with the new cars.
    http://bit.ly/1z9KfHu
    The stock will recover and go higher, especially as the unemployment rate improves.
    Jul 24, 2014. 06:54 PM | 3 Likes Like |Link to Comment
  • Update: General Motors Earnings - Meets On EPS And Takes Huge Reserves; Value Trap [View article]
    Revenues from Ford's biggest market –North America—declined 3% YoY.
    GM North America reported quarterly revenues of $25.7 billion, up 9.3% YoY.
    I guess some stocks care about revenue and others do not.
    Jul 24, 2014. 03:43 PM | 2 Likes Like |Link to Comment
  • Forget the recalls, margins were the real disappointment in GM's Q2 [View news story]
    Revenues from Ford's biggest market –North America—declined 3% YoY
    Jul 24, 2014. 03:41 PM | 1 Like Like |Link to Comment
  • CBS Corp. Is Broadcasting An Excellent Combination Of Dividend Growth And Capital Gain Potential [View article]
    My daughter is having to record almost all of their evening shows because she is so busy. Last night she watched two episodes of Under the Dome. Thank God we have a DVR (or thank Mom).
    Jul 24, 2014. 03:27 PM | Likes Like |Link to Comment
  • Update: General Motors Earnings - Meets On EPS And Takes Huge Reserves; Value Trap [View article]
    On some of the other articles on IBM, posts argue with me about cash flow. Well cash flow at GM is apparently great!
    From thestreet.com
    "Net operating cash flow has significantly increased by 141.26% to $1,976.00 million when compared to the same quarter last year. In addition, GENERAL MOTORS CO has also vastly surpassed the industry average cash flow growth rate of 42.27%."

    "TheStreet Quant Ratings rates General Motors as a buy. The company's strengths can be seen in multiple areas, such as its revenue growth, good cash flow from operations and largely solid financial position with reasonable debt levels by most measures. We feel these strengths outweigh the fact that the company has had sub par growth in net income."
    Jul 24, 2014. 03:22 PM | 2 Likes Like |Link to Comment
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