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IBM: This Dog Of The Dow Is Turning Around And Yields Over 4%

Steven Fiorillo profile picture
Steven Fiorillo


  • IBM has been gaining momentum recently after years of underperformance, with shares rebounding 18.9% in the past year.
  • CEO Arvind Krishna has delivered a new vision for the company, focusing on hybrid cloud and AI business.
  • IBM's strong Q2 results and focus on enterprise AI position it for future growth, with analysts projecting increasing EPS and an inexpensive valuation.
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Sakorn Sukkasemsakorn

International Business Machines (NYSE:IBM) has been an unloved and underwhelming investment for more than a decade. At one point, IBM was one of Berkshire Hathaway's (BRK.B) only technology investments, but in 2018, Berkshire fully exited the position as

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Steven Fiorillo profile picture
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking Alpha or https://dividendincomestreams.substack.com/

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AAPL, KO, PYPL, MMM, MO, VZ, META, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.

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Comments (12)

IBM is quickly being recognized for Quantum Computing and AI.
Good article. Thank You! I'm long IBM and DRIPing.
23 Sep. 2023
Thanks--excellent article!
Marrk profile picture
Thanks for the article. I'm in IBM at $120 per share. I like to buy it down there rather than where it is now, so today, instead of buying IBM, I added to VZ at $33.

Long & Overweight IBM
IBM’s earnings announcement in October will catapult its share price to $160. Baseline support will be $150.
Tired not Retired profile picture
IBM has been turning around since 1990. At this point they are more tobacco company than technology company. The stock has done nothing for the last decade. Before retirement, I use IBM/AIX mainframe servers and cobol 😭. I prayed for the day we could dump them and their proprietary hardware, arcane interface and wildly complicated server builds. Sadly, like DEC, UNIVAC, and hamburger+fries+drink for less than $1, IBM is still at work in my old data center and I am gone. Like tobacco, once you start, its tough to quit, but you wish you could. The best I can say is they did not go BK like the rest of the computer dinosaurs. Like ATT, folks think they’ve just turned a corner, but holding your nose, gritting your teeth and prayer is not an investment strategy I can get behind. Sorry for the negativity, I’m not sure why this article ended up in my feed. I’m neither long or short IBM, I simply don’t care.
Steven Fiorillo profile picture
@Tired not Retired Thanks appreciate it
Analysis is spot on! New highs await on IBM. Earnings/Outlook update in October should awaken more eyes!
Steven Fiorillo profile picture
@rockjcp Thanks appreciate it
Thanks for your update. I am going to add some shares to IBM this morning and also KO ! I wish the payout % was lower closer to 60% .. but that could happen in the next 5 years if they get profit growth and keep increasing by a penny a share...
Steven Fiorillo profile picture
@Valuestocks007 Thanks appreciate it
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