I feel IBM is an excellent investment at this time. There is no way IBM will not make the $20 per share forecast by Sam Palmissano three years ago by 2015, if not by earnings than most definitely by buy backs and unfortunately layoffs. With earnings of $20 per share and a conservative PE of 12, brings the price up to 240 add dividends, and you have an almost guaranteed return of approx. 12 per cent, less commissions. Compare that to returns on bonds, CD etc.
Tech Stocks That Should Follow Apple's Lead [View article]
What a joke, Apple is following IBM's lead. IBM has been paying a dividend and buying back stock probably before Cook and his Board were born. IBM is a leader, not a follower!
IBM's Earnings: 2 Strikes On CEO Rometty [View article]
Have been a shareholder of IBM since 1979, have seen a few disappointing earnings reports over the years, luckily very few recently, but two in the last three, totally unacceptable. Maybe Augusta knows what they're doing by not accepting her as a member.
Whisper Number Impact: Earnings Preview For IBM [View article]
I absolutely agree. They will hit their number either by increasing earnings or unfortunately more likely by increased buy backs and more layoffs. A more likely conservative PE of 12-13 would still bring price to 240-260, a 20 to 30 percent gain plus dividends over two years, not bad.
IBM Trading Just Shy Of Its All-Time Peak Ahead Of 1Q Earnings [View article]
Accuracy seems to be lacking in report in at least two statements, one being IBM isn't due to report earnings until April 18th, not 16th, after the bell and as BAHAMAS1 stated $20 earnings in 2015 which has been published for the past three years. I suggest you proof read your articles before they're published!
IBM (IBM): Q4 EPS of $5.39 beats by $0.14. Revenue of $29.30B (-0.6% Y/Y) beats by $210M. Expects 2013 EPS of at least $16.70, above consensus of $16.63. Shares +4.1% AH. (PR) [View news story]
Way to go Ginny, I apologize for what I said after last quarter results. GO GIRL!
IBM (IBM): Q3 EPS of $3.62 in-line. Revenue of $24.75B (-5% Y/Y) misses by $630M. Expects 2012 EPS of at least $15.10 vs. $15.14 consensus. Shares -3.2% AH. (PR) [View news story]
Way to go Ginny, first quarterly report under your domain, perhaps if you tended to business more and less to THE VIEW we would be better off. Hopefully you will improve or you have a short term contract!
JPMorgan reiterates a Buy on IBM: the firm argues software's growing top and bottom-line contributions could lead multiples to rise (Big Blue currently has a trailing P/E of 14), and also convince IBM to reduce M&A activity and return more cash to shareholders. Henry Blodget notes IBM obtained 44% of its 2011 profit from software, and could get over 50% in the future. H-P (HPQ), by contrast, gets less than 4% of its revenue and 6% of its profits from software. That helps explain this chart. [View news story]
Get real, IBM is the future, Apple is for fun, IBM is for grown-ups!
IBM: A Great Return On Investment [View article]
Tech Stocks That Should Follow Apple's Lead [View article]
IBM's Earnings: 2 Strikes On CEO Rometty [View article]
Whisper Number Impact: Earnings Preview For IBM [View article]
IBM Trading Just Shy Of Its All-Time Peak Ahead Of 1Q Earnings [View article]
IBM (IBM): Q4 EPS of $5.39 beats by $0.14. Revenue of $29.30B (-0.6% Y/Y) beats by $210M. Expects 2013 EPS of at least $16.70, above consensus of $16.63. Shares +4.1% AH. (PR) [View news story]
IBM (IBM): Q3 EPS of $3.62 in-line. Revenue of $24.75B (-5% Y/Y) misses by $630M. Expects 2012 EPS of at least $15.10 vs. $15.14 consensus. Shares -3.2% AH. (PR) [View news story]
IBM Corp.: Stock Research Analysis [View article]
JPMorgan reiterates a Buy on IBM: the firm argues software's growing top and bottom-line contributions could lead multiples to rise (Big Blue currently has a trailing P/E of 14), and also convince IBM to reduce M&A activity and return more cash to shareholders. Henry Blodget notes IBM obtained 44% of its 2011 profit from software, and could get over 50% in the future. H-P (HPQ), by contrast, gets less than 4% of its revenue and 6% of its profits from software. That helps explain this chart. [View news story]
Dividend Contender IBM: Dividend, Earnings And Valuation Analysis [View article]