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JPV

JPV
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  • Despite What Berkshire Holds, IBM Is Still Not A Buy [View article]
    So far IBM is doing what it has to do. Selling its non core and low profitable businesses and investing into the development of their strong abilities to mine big data, develop software and intelligent machines for the lage business enterprise and government organisations. Their rich cash flows allows them the required time to do this properly while they can also take care of their shareholders along the way.
    They did not abandon their 2015 goal lightly but it was a decision to create the flexibility that is needed to go forward successfully.I look forward to see their revised goals.
    Oct 29, 2014. 02:28 PM | 3 Likes Like |Link to Comment
  • Procter & Gamble: Expensive Dividend Stock? [View article]
    I agree that PG is a great company that has pays dividends for many years and grown them.
    The problem is that PG is actually quite expensive and my rule for buying or adding to a position is when there is a margin of safety and I do not see this with PG after the recent run up. The lower dividend yield since 2012 is also an indication of overvaluation.
    I would wait until the stock is back below 78 before considering buying.
    I am long on PG.
    Oct 29, 2014. 01:53 PM | Likes Like |Link to Comment
  • IBM - Don't Fall For The Illusion [View article]
    IBM has still a huge business while most of it is mature.
    IBM has also a lot of embryonic technologies form which few have reach a sustainable growth stage or profitability. Several of these offer some spectacular opportunities if they can be developed well, to be introducible to big corporate accounts.
    Most of IBM customers are giant corporations all over the world and many of them cannot move fast in terms of IT infrastructure and services, especially in periods of low economic growth, lots of insecurity and fast technology changes.
    I am not talking only about giant commercial corporations but also Government and State owned companies or NGO's where they have strong links with.
    To reinvent itself IBM need to milk its traditional high margin business and sell off its low margin activities that have no future in the new IBM.
    I think that this whole exercise is extremely complex and requires a balanced time plan that needs constant updating in order to take into account changes in the playing field.
    In my opinion IBM has been doing amazingly well over the last 10 years.
    I am surprised that the sailing so far has reasonably well passed many economical
    storms and the recent quarterly results is not a surprise because it was bound to happen in such an enormous undertaking.
    There is of course a risk but the financial strength and resources available to IBM as well as there loyal customer base, that they understand quite well, gives IBM more chance than many other companies to build new value propositions for their existing and new customers in the future.
    All this is not an illusion but a reality.
    IBM seems to care also about their shareholders.
    I am long on IBM and trust my judgement.
    Oct 25, 2014. 11:24 AM | Likes Like |Link to Comment
  • Forget About Bending iPhones: There Are Better Reasons To Sell Apple Stock [View article]
    Seems to me that your reason for selling was emotional and because you where getting cold feet. You do not have to write an article that is somewhat inconsistent to hide the real reason why you sold.
    Oct 20, 2014. 09:29 AM | Likes Like |Link to Comment
  • Why Apple's Product Launch Rocked [View article]
    I thank you for this excellent informative straightforward article!
    Sep 12, 2014. 05:08 AM | Likes Like |Link to Comment
  • Apple - September 9 Will Give You A Stomach Ache And Nothing More... Focus On Sales [View article]
    Anyone who believes AAPL is a great company and a good investment for the long run is probably already invested and the should not be really worried about 9/9.
    This is what I think the article is clearly about.
    Those who think AAPL is not a good investment should sell their stake if they have one and move on to something else.
    Those who want to speculate on volatility due to the event in one way or another should look at other ways to get a trill because there are better ways to get your your monies worth.
    Sep 1, 2014. 10:32 AM | 1 Like Like |Link to Comment
  • It's Time To Choose Adidas Over Nike [View article]
    The lower margins of Adidas remain a problem. Also their aquisition of Reebok has not been very good in my opinion. In addition Nike has more innovative and fashionable sportswear and is therefore more trendy. It also sponsors more famous Atletes. All this makes a lot of difference in terms of margins and sales growth. Nike is clearly a better managed company and therefore more valuable also in the future.
    I have compared the two companies often and Nike always came out first. It is very difficult to buy Nike cheap ( I am still trying ) but you can find Adidas often on the cheap side. Cheap does not implies a good deal.
    Sep 1, 2014. 09:19 AM | 1 Like Like |Link to Comment
  • Coach - It Pays To Be Early... Literally 3.6% [View article]
    The problem with COH is that it has been a niche player but the niche is getting pretty crowded. Increased competition means usually erosion of margins and loss of market share. That's fundamental and I am doubtful about the new strategy that goes into a crowded field also will be successful.
    Sep 1, 2014. 04:00 AM | Likes Like |Link to Comment
  • How Johnson & Johnson Is Helping Me With My Coca Cola Investment [View article]
    I like your article very much and thank you for scharing this experience.
    I also liked the reaction of Jim Billings who stated that he over time average down its cost by trading but always keeps a position on these quality companies. In this way they do not get out of sight and your dividends on cost get a boost.
    If you would have done that you would be in a position to buy some JNJ at the current price and stil have a lower average cost. Only quality companies like KO or JNJ allow investors to do that.
    Aug 28, 2014. 12:20 PM | 1 Like Like |Link to Comment
  • Why Procter & Gamble Could Outperform This Sub-Industry Peer [View article]
    Very good points made.
    Aug 28, 2014. 11:56 AM | Likes Like |Link to Comment
  • An Analysis Of Amgen [View article]
    What I learned from your article is that investing in a company such as AMGN, which is the largest biotech, is a very risky operation because it can work out extremely well or can become a looser over time. AMGN has its size and iconic reputation as a plus. Biotech remains a speculative investment also when it is about AMGN.
    Nobody not even the Amgen management can predict the outcome.
    However its better than buying a lottery ticket.
    Aug 28, 2014. 11:48 AM | 1 Like Like |Link to Comment
  • Factors That Make American Express A Risky Short-Term Investment [View article]
    There are some flaws in the arguments of the author.
    1) Higher spending of wealthy individuals is not an exception but normal especially if the economy is growing again.
    2) The number of millionaires or wealthy people is growing in most parts of the world.
    3) Paying your monthly credit card balance is considered good practice by most financially educated persons because it avoids interest charges. AXP avoids by this policy also bad debts. Its a good policy for both the company and the cardholder.
    4) Retailers that sell high-end quality or luxury goods or services are less sensitive to AXP card charges so the retailer and cardholder segmentation fits together.
    My conclusion is that AXP has still a bright future and also the shareholders.
    Aug 13, 2014. 11:40 AM | 1 Like Like |Link to Comment
  • Why You Should Consider Fossil Ahead Of Earnings [View article]
    I respect your opinion but still disagree.
    Aug 11, 2014. 12:41 PM | Likes Like |Link to Comment
  • Is IBM Grossly Undervalued? [View article]
    Why is this article allowed to be published?
    Complete waste of time.
    Aug 11, 2014. 12:35 PM | 3 Likes Like |Link to Comment
  • Why You Should Consider Fossil Ahead Of Earnings [View article]
    I think you cannot compare FOSL with COH, two different companies that offer a significant different product portfolio and target different clients.
    Aug 11, 2014. 12:25 PM | Likes Like |Link to Comment
COMMENTS STATS
266 Comments
312 Likes