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Momintn

Momintn
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  • Why General Motors And Fiat Chrysler Combining Isn't Farfetched [View article]
    GM shareholders will never merge with Fiat.
    Sep 2, 2015. 01:12 PM | Likes Like |Link to Comment
  • Where Can I Find Safe Income For Retirement? [View article]
    You can get income, but possibly not enough to improve your standard of living because of the low rates. So until rates go up, you will likely be eating into your nest egg. Safety begins at CDs which you can ladder so that you re-invest as they mature into hopefully higher rates, investment-grade bonds also laddered to mature to be invested at higher future rates, preferred stocks if you can find a good yield below par with some risk that you may lose principal when rates rise, MLPs if you can find any that don't depend on the price of oil, and stable Reits that meet your income needs without selling them on price swings. Stocks are the highest risk for income investors but probably should be considered for part of the portfolio for appreciation.
    Sep 2, 2015. 01:08 PM | Likes Like |Link to Comment
  • A Slightly Closer Look At IBM's Debt [View article]
    Recent announcement that Dell in India is now using IBM Global Financing. It is a business unit.
    Sep 2, 2015. 12:52 PM | Likes Like |Link to Comment
  • Plan And Act, Don't React [View article]
    Selling your stocks in the summer when emerging markets are down is never a good idea.
    Sep 2, 2015. 09:19 AM | Likes Like |Link to Comment
  • China's Economy Is Undergoing A Huge Transformation That No One's Talking About [View article]
    "U.S. corporate exposure to China is limited, with S&P 500 companies reporting $168 billion in revenue from the country, only about 2% of the total." source...Goldman Sachs Aug
    http://on.mktw.net/1O6...
    Less than 5% of IBM's revenue comes from China. CFO
    That's what the CFO said in Jan 2014. And revenue in China has gone down ever since. http://read.bi/1N0HjVF
    Buy the US market now!
    Sep 1, 2015. 03:56 PM | Likes Like |Link to Comment
  • IBM's Currency Problems May Be Over [View article]
    Found what CFO said in 2014. And they have reported China revenue down ever since.
    http://read.bi/1N0HjVF
    Schroeter said that revenue in the world's second-biggest economy, which accounts for about 5 percent of IBM's sales, will take several quarters to recover.
    Sep 1, 2015. 03:39 PM | Likes Like |Link to Comment
  • IBM's Currency Problems May Be Over [View article]
    "U.S. corporate exposure to China is limited, with S&P 500 companies reporting $168 billion in revenue from the country, only about 2% of the total."
    IBM is not in the top 20 stocks with China exposure.
    Who is?
    Company Ticker Sector Revenue in billions China exposure
    Skyworks Solutions Information Technology $2 83%
    Wynn Resorts Consumer Discretionary $5 70%
    Qualcomm Information Technology $26 61%
    Broadcom Information Technology $8 55%
    Micron Technology Information Technology $16 55%
    Nvidia Information Technology $5 54%
    Yum Brands Consumer Discretionary $13 52%
    Avago Technologies Information Technology $4 49%
    Applied Materials Information Technology $9 48%
    Texas Instruments Information Technology $13 44%
    SanDisk Information Technology $7 44%
    Microchip Technology Information Technology $2 42%
    Lam Research Information Technology $5 36%
    Intel Information Technology $56 36%
    Mead Johnson Consumer Staples $4 31%
    Altera Information Technology $2 31%
    Corning Information Technology $10 31%
    Amphenol Information Technology $5 27%
    KLA-Tencor Information Technology $3 25%
    Xilinx Information Technology $2 24%
    Source: Goldman Sachs
    http://bit.ly/1hvrElk
    Sep 1, 2015. 01:40 PM | Likes Like |Link to Comment
  • IBM's Currency Problems May Be Over [View article]
    "IBM has very little direct exposure to China." I agree with you, but where is your reference for this?
    Sep 1, 2015. 01:22 PM | Likes Like |Link to Comment
  • Argus upgrades IBM, cites valuation and margin growth potential [View news story]
    Besides the $175 price target, a fair value model could take it back above $200 again.

    Read more: Argus Weighs Upgrades IBM (NYSE: IBM) - 24/7 Wall St. http://tinyurl.com/ppb...
    Follow us: @247wallst on Twitter | 247wallst on Facebook
    Aug 28, 2015. 02:30 PM | Likes Like |Link to Comment
  • The Best Dividend Growth Stock In The Technology Sector [View article]
    Then why has LLTC lost more than IBM YTD?....my point exactly.
    Aug 27, 2015. 03:13 PM | Likes Like |Link to Comment
  • Intrinsic Valuation Of The S&P 500 [View article]
    I don't find it that interesting because the S&P 500 is made up of 500 stocks that may or may not grow earnings, buy back shares, raise their dividend, buy other companies, innovate new products, spin off business units. The S&P 500 is not grain or corn that varies in price depending on the weather. Besides we have had a very big sell off, and there is not one bit of negative US economic news. So it's up from here. Pick your price.
    Surprisingly a bear on Marketwatch agrees with me.
    http://yhoo.it/1MR56qU
    Aug 27, 2015. 03:09 PM | 3 Likes Like |Link to Comment
  • M&A Daily: A Day Late & A Dollar Short [View article]
    "The EMC (NYSE:EMC) board and management is considering getting acquired by VMware (NYSE:VMW)."

    This is weird because EMC owns 80% of VMW. Not sure how I would come out with my holdings in EMC. VMW has a high P/E and EMC is under-valued.
    Aug 27, 2015. 02:53 PM | 2 Likes Like |Link to Comment
  • The Best Dividend Growth Stock In The Technology Sector [View article]
    Everyone in the world uses IBM in some way, and I have no idea who uses LLTC. You are comparing apples to miracle fruit. If the stock market crashes again, you better be in stocks that will send your that dividend check every quarter.
    Aug 27, 2015. 02:34 PM | Likes Like |Link to Comment
  • 12 Attractive Fast-Growing Dividend Growth Stocks For High Total Return [View article]
    Many of these stocks are auto parts companies that hedge funds piled in instead of buying the big auto companies. I like GM's dividend yield much better and the valuation of GM is far more compelling than the auto parts companies.
    Revenue is expected to decline by S&P for DLPH and MGA, and very slightly for R.
    I moved accounts from RJF to TDA. Opening offices doesn't mean they have quality people or information.
    SNI has very high short-interest and global risk.
    The best stocks in this list imo are AAPL, GILD, TWX (I like DIS better), WHR.
    Just my opinion after spending a couple of hours on this.
    Aug 27, 2015. 02:26 PM | 5 Likes Like |Link to Comment
  • The Best Dividend Growth Stock In The Technology Sector [View article]
    Finviz has errors on its website. I emailed them Monday about the clearly obvious error on Sales Q/Q for GLW. They replied on Tuesday admitting to the error and have yet to fix it. It has been wrong for at least a year. You aren't going to get accurate numbers from them IMO.
    Aug 27, 2015. 12:41 PM | Likes Like |Link to Comment
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