Yes. It is a strong business and recurring revenue with great profit margin. The most important thing is IBM is shareholder friendly. Management has proven its integrity. This type of hugh investment decision is a collective wisdom of Warren and Charlie. The Market will realize eventually what they have missed out - just need to appreciate the cash that it is generating every month. Approx. additional 1 dollar per month net earning should go to the stock price. When you factor in the fact that it generates cash in recession time when others losing money, you know it worths a lot more for its moat, stability and future growth.
Sentiment: Strong Buy
Yahoo obviously does not want to play the role of censor.
Marissa just wants you to be civil.
Yahoo plays a role more like a scorekeeper than linesman.
As an example, your post starting a new subject is about the message board and not the stock.
He said he's been reading IBM's quarterly reports for SIXTY YEARS. When is the last time any of you bothered to crack an SEC filing? I don't know if/when his bet will pay off, but I'm confident he understands this business better than anybody on this board.
ppl likes to believe analysts who changes rating every few months, making 100k per year comparing to WB earning millions in minutes. The track records of great buys by Warren Buffet speaks for themself. Plus , fundamental analysis confirm the point - growth of 30% - 70% in new business with around 56% profit margin. Purchase of this magnitude is stewarded by Charlie and Warren who combined accumulate 120 years of experience. Most importantly, integrity with a lens to pick long term holding co. with moat and exceptional returns. I will goo all in on this cash generation machine while it is still cheap. Year end rally is on the horizon.
Sentiment: Strong Buy
And IBM will bundle it with the billion dollar boondoggle (how do you like that for alliteration?) known as Watson.
I don't know why you are so afraid of Hillary, and are rehashing old neocon talking points. Be that as it may, as a Democrat myself, I do not support Hillary. I think she is a dirty, lying witch. I will be supporting Bernie Sanders.
As a side note, I think Hillary put up those BLM operatives who disrupted Bernie Sanders speech. No sooner than the news that Bernie is polling ahead of Hillary in New Hampshire, when this incident occurs. Shades of the Birther Conspiracy started buy the HIllary campaign of 2008.
Hot one.... Why anyone would own this sinking freighter is beyond me. Heck take your cell phone and scan an item bar code and see how ridiculousness is manifested.
Sentiment: Strong Sell
Law firm double billing [disbarable offense].........Whitewater............. Cattle futures $100,000 mysterious gain.... Vince Foster........... Annointed N.Y. Senator when not yet resident????? Bengazi............ Clinton foundation "gifts" for favorable handling of foreign gov't needs.......... Speaking fees [How Much/Who/Why}..... Oh yeah how is she different from Gen Petraeas?????????
What does that say about Americans??????? Don't blame Hilary without looking into a mirror......... WAKE UP TIME .........folks??????????
and GE has a nice lead in med diagnostics .. good luck Big Blue
IBM still needs to actually breakup , unlock some value , then hunker down and get to work and not be
afraid to make a couple of real partnerships ... AAPL is not the company for IBM to partner with .. garce
Forget about Hillary's education plan , Bernie Sander's plan is better. Not that I would necessarily vote for either one.
The value of nQuery by Local is after my estimates a lot higher than the debt - after my estimte between 30 and 50 Million value of nQerry by Local and more alone-
I hope, that the development of nQueryy has continued and will continue - for example the enter into default search via browser in 2H/2015.
Some facts about nQeuery by Local from LOCM - Roth Presentation - March 2015
Growing mobile searach demand
- 20 Million unique visitors per month
- 18 countries (LATAM + US)
- EMEA & APAC expected by 2H 2015
- Enhaicing paid content
- Enter into Default search via browser - expected 2H2015
Surce: LOCM - Roth Presentation - March 2015
And when the stock price falls they shift the compensation from options (which end up out-of-the-money) to restricted stock that always has value. Then they raise the amount of restricted stock they receive to target a specific value in a specific time frame. And if that costs too much, they just fire more employees to cover the cost.