Seeking Alpha

Momintn

Momintn
Send Message
View as an RSS Feed
View Momintn's Comments BY TICKER:
Latest comments  |  Highest rated
  • Report: Apple in talks to offer mobile phone services on MVNO basis [View news story]
    Earlier in the day a bunch of ETFs were being bought which do not have to purchase underlying shares of the stock until the close of the market.
    Aug 3, 2015. 02:05 PM | Likes Like |Link to Comment
  • Let Them Eat Spreadsheets [View article]
    As well as the engineers to lead the task. You do not have to own the fabs to make money on this.
    Aug 3, 2015. 11:11 AM | Likes Like |Link to Comment
  • What Everyone Is Missing About IBM [View article]
    One thing IBM could do is break down their revenue by region and by product. And then we could better see what is happening with the new business vs the old. I do believe that by 2018, IBM will have much larger revenue and earnings. They need to be more transparent and forecast where their business is going next year. And then currency forecasts by country might could better place hedges.
    Jul 23, 2015. 10:30 AM | 3 Likes Like |Link to Comment
  • IBM Still Has No Real Strategy [View article]
    There was a post from an analyst, I believe Stifel, that said IBM's hedges were below the line. So let's hope that their hedges this quarter are better. At some point, other currencies will stop going down. This will make revenue and earnings look better. The media is reporting double digits revenue decline without explaining that it is currency effects and the sale of the x86 business. IBM appears to be pretty stable with new opportunities replacing the revenue losses. And at some point, there will be no comparison with the x86 era. It will all be about the growth in cloud, analytics, big data, and mobility... and of course their mainframe business that is doing very well with each new cycle.
    Jul 23, 2015. 10:16 AM | Likes Like |Link to Comment
  • IBM Still Has No Real Strategy [View article]
    No I haven't ever changed my moniker. But other women have used my name on websites I have never posted on. It's a fairly common idea when you don't post with your name.
    Jul 23, 2015. 10:05 AM | 1 Like Like |Link to Comment
  • Comcast -0.9% premarket after in-line Q2 boosted by entertainment [View news story]
    Jurassic World is going to make money for years. We might make more money in this stock if they called it Universal Studios.
    Jul 23, 2015. 09:37 AM | 1 Like Like |Link to Comment
  • Facebook Is Still A Buy Going Into Earnings [View article]
    Better refresh your memory of the dot.com bust. Not a pretty picture. There are only so many people who want to look at a screen all day or spend their time watching ads. When you place your money in stocks that don't really matter then the crash can be very severe.
    Jul 23, 2015. 09:30 AM | 2 Likes Like |Link to Comment
  • General Motors beats by $0.21, misses on revenue [View news story]
    Ignore the misses and focus on the fundamentals. When you buy stocks that are down, you make more money in the long run. We've got some great companies selling for very cheap.
    Jul 23, 2015. 09:25 AM | 6 Likes Like |Link to Comment
  • IBM Still Has No Real Strategy [View article]
    I think IBM shareholders know what the strategy is. When the little guy stops selling out his shares after market on the news that is one-sided, the big buyers will scoop up IBM shares at this huge discount.
    Jul 22, 2015. 10:07 AM | 4 Likes Like |Link to Comment
  • The Most Alarming Metric From IBM's Quarter [View article]
    IBM does have a wide moat.
    Jul 22, 2015. 09:48 AM | Likes Like |Link to Comment
  • The Most Alarming Metric From IBM's Quarter [View article]
    Art Cashin needs to retire. His time was before they invented computers. Over 70% of the S&P 500 did buybacks last year. IBM's business is way more solid than the NYSE which can't even meet their own objectives for service and should be investigated by the SEC.
    Jul 22, 2015. 09:40 AM | 3 Likes Like |Link to Comment
  • This Cloud Data Does Not Bode Well For IBM [View article]
    Why do you think that? Small and medium size business can choose any cloud, and get the full benefits of the IBM cloud paying only for what they use.
    Jul 21, 2015. 06:01 PM | Likes Like |Link to Comment
  • IBM -6.3%; Street cuts estimates, debates turnaround after mixed Q2 [View news story]
    Block trades bought AAPL, SPY, and IBM in that order today.
    Jul 21, 2015. 04:48 PM | Likes Like |Link to Comment
  • The Most Alarming Metric From IBM's Quarter [View article]
    They've already said they are NOT going to become Amazon nor compete on their level. IBM is on the other end of the spectrum; only selling high margin business. Amazon is in the business of making a few pennies.
    Jul 21, 2015. 04:22 PM | Likes Like |Link to Comment
  • The Most Alarming Metric From IBM's Quarter [View article]
    When clients get tired of the Amazon's of the world being down and their accounts being hacked, IBM can come in and convert them. Rooms full of boxes can be replaced too by one IBM server/mainframe. I'm not so sure why people think cheap will always win out. You get what you pay for. IBM has converted many corporations to big blue and they certainly can do it again. If I were Amazon, I'd be pretty worried now that people can go see how many sites are down.
    Jul 21, 2015. 04:21 PM | Likes Like |Link to Comment
COMMENTS STATS
5,009 Comments
4,394 Likes