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  • Reinventing Old Tech Companies: Work In Progress [View article]
    Buffet wants the share price of IBM to go down. Obviously you don't follow Buffet or his logic at all. He said himself that the best case scenario is for the stock price to languish over the next 5 years.
    Oct 10, 2013. 06:10 PM | Likes Like |Link to Comment
  • Did You Know These Important 'Details' About Xerox? [View article]
    Good article. I also strongly believe that XRX is undervalued, and I put my money where my mouth is on this one. I'm up 20% right now with an average price of 7.10. I plan on reinvesting all my XRX dividends.
    Mar 14, 2013. 02:23 AM | Likes Like |Link to Comment
  • Xerox: Review Of Growth, Buybacks And R&D [View article]
    I see Xerox as a value play. I don't mind Ursula Burns and I find she is driving innovation and company growth and cares about share holders. All said and done the company is doing relatively well, and profitable, but is trading cheap. In my eye, that presents a buying opportunity for the patient investor. I think the company share price is lower than it should be for unjustified reasons.
    One more point. Just because most employees are "unsatisfied" with upper management, does not mean the company is in dire straits. I don't see that as a red flag at all. I look at fundamentals, not emotions. If the numbers keep adding up, and the share price is cheap in relation, than I am interested. If not, I'm not.
    Good article!
    Jan 30, 2013. 06:43 PM | Likes Like |Link to Comment
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