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Anglo American plc Message Board

topinvestgun1 126 posts  |  Last Activity: 3 hours ago Member since: Oct 12, 2010
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  • topinvestgun1 by topinvestgun1 May 15, 2015 11:56 PM Flag

    PPL are not selling for its bright growth. 125 - 153 dollars stock is still at hugh discounted right now. I will add more if any dips.

    Sentiment: Strong Buy

  • Reply to

    Will Watson save IBM ?

    by jwchyc May 24, 2015 10:57 AM
    topinvestgun1 topinvestgun1 May 24, 2015 2:09 PM Flag

    Think about the scenarios where your storage can increase a million times. Think about the computer can comput 1000 times faster. The age of nanotechnology will change the world. I believe that IBM is the strongest co. with fundamental science and predict that the storage of mainframe can be in a pendant. I believe that this is their competitive edge no other IT firm of IBM scale has. When storage and computing power increases with Internet of Things, co. like IBM and Qualcom will be the co. leading the charge, and grow much faster than ppl think..

    Sentiment: Strong Buy

  • topinvestgun1 by topinvestgun1 May 18, 2015 10:45 AM Flag

    Strong backback and before book values are just two reasons that these two banks are outpreforming. THe write off of legal fees and penaltyies are behind them. The lift will accelerate. WFC is good, I prefer C and BAC for their outsize growth . Just like VOGA will grow faster than other insurance co. with 0.66 book value and PEG under 1.

    Sentiment: Strong Buy

  • Amazing value in a growth IT spending environment. The strategy is executing nicely. The innovation and patents created in IBM is amazingly strong. Collecting 3% dividend while its new initiatives growing.in double digits. I believe that the cloud data centers has grown to 43 worldwide. No one understand enterprise client with a global present that is better than IBM. I expect it will reach back to $210 by year end. When it hires 10,000 people for Watson, you know it is something big in demand. Not to mention the invention of 10 atoms storing 1 bit vs currently million atoms to store 1 bit. It will be king of storage and has already gain market shares in high profit flash storage. No wonder Warren Buffet keeps adding chips and average up.

    Sentiment: Strong Buy

  • Profit margin is up, backlog is up, it is a Hugh money generating machine good time or bad time. Buy back more shares. The dividend will keep increasing, EPS will keep increasing. At this valuation, it is obscene not to add more. Lots of companies are using their outsource services one way or the other. There is n;t that many choices that can provide global coverage.

    Sentiment: Strong Buy

  • Reply to

    qualcomm should be at $80.

    by jgf8u May 14, 2015 10:29 PM
    topinvestgun1 topinvestgun1 May 14, 2015 11:51 PM Flag

    10% growth will put it at 81. 20% growth will put it at 93. We know the buyback + divid = 13% already. Any growth will be bnous. We know it wrote off already 1 billion to China. Moving forward is iPHONE, and Internet of Things royalty. Number of Internet of THings will be more than iPHONE. Just watch the valuation goes through the roof when your fridge, your table, your oven contribute to the royalty. It is a probably P/E 25 times stock. .

    Sentiment: Strong Buy

  • With the cheap IBM valuation, leverage buyout or buyout by Apple using its mountain of cash could lead Apple to a hugh Enterprise market and next leg of growth. With the cheap money available everywhere, and IBM receptive ot Apple. Warren Buffet will have a quick win one way or the other. Time to reap the benefits of restructure. Synergy in worldwide distribution, HR, will put Apple at the top of consumer and enterprise world.

  • topinvestgun1 by topinvestgun1 Jun 2, 2015 8:21 AM Flag

    It is immune to low oil price and continue to grow with profitable projects. The result has proven a strong management team that can earn money and increase cash flow. Infrastructure is in deep need of reinvesting. This will be a 2-3 bagger in 3 years time if it continues to grow at this pace.

  • topinvestgun1 by topinvestgun1 Jul 4, 2015 2:37 PM Flag

    See quote from analyst:

    Last quarter, IBM's cloud-as-a-service revenues jumped more than 60% -- more than 75% adjusting for currency exchange rates --- and is now tracking at nearly $4 billion annually. Considering IBM's relative "newness" to the cloud compared to some others, its results are even more impressive.

    Sentiment: Strong Buy

  • topinvestgun1 by topinvestgun1 Jul 19, 2015 3:26 PM Flag

    Great momentum and change in sentiment towards this under value gem. Expect 210 - 220 by Jan, to catch up with the broader market and Google. Happy IBM investor!

    Sentiment: Strong Buy

  • topinvestgun1 topinvestgun1 Jul 20, 2015 8:17 AM Flag

    Its business is cyclical, as the property casualty business, If there is increased claim, price will increase to offset payout. It is the best time to buy when claim is high. 0.22 book value means selling the co. now will make hugh profit for shareholders. Be patient, I believe that it will perform as good as AIG. The wind is in the wing with interest rate increase, increase premium, increased investment income, decreasing costs and eco. recovery is just starting.

    Sentiment: Strong Buy

  • Reply to

    BE CAREFUL TEVA MIGHT GET BOUGHT OUT

    by q45mm May 9, 2015 1:21 PM
    topinvestgun1 topinvestgun1 May 17, 2015 5:53 AM Flag

    ACT may take out TEVA once previous acquisition settles.

  • The stock will rise steadily with reduced shares. That is 5% dividend + just increased dividend.
    provides a steady increase in value. With increased eco. activities, all credit cards co. will benefit from increase consumer spending. AXP should accelerate the buyback asap while the stock is cheap. It's historic p/e of 18 indicates this stock is very cheap with its franchise and established high profile networth client with excellent credit quality. .

  • Reply to

    The Palmisano mistake

    by variousmarkets May 12, 2015 9:00 PM
    topinvestgun1 topinvestgun1 May 31, 2015 1:07 PM Flag

    I agree strongly. IBM would not have raised its dividend if the board was not sure. The health care and health science space will have to use Watson Healthcare with it massive database that its not economical for any single co. to collect it. The massive data is a gold mine for IBM. Imagine all health science need to subscribe to the data and analytics and there is no alternative provider. And as a health science co, you just cannot afford to fall behind. If the data can quicken research by few years, and pinpoint more accurate solution, IBM can name the price.

  • Reply to

    Summer rally is coming

    by topinvestgun1 Jul 4, 2015 2:37 PM
    topinvestgun1 topinvestgun1 Jul 4, 2015 2:55 PM Flag

    IBM strategic move away from commodity business segment and low margin business are a brilliant move. The statistic shows the profit margin is up, new initiatives growth is up, # of alliance is up , # of backlog is up, all in all, Warren Buffet beating the street should not be a surprise. He is in for the best company with the best fundamental moat and return. The commercialization of storage quantum leap will put it in the growth trajectory again with leading storage/memory science. I figure IBM is making at least 1 to 1.33 dollar per share per month based on their recurring revenue and services. The longer it goes sideway, the bigger the jump. If you backout the one time writ off of 4 billions from selling the hardware, its EPS is 1.41 per share per month. I am happy with its result.

    Sentiment: Strong Buy

  • topinvestgun1 by topinvestgun1 Jul 11, 2015 5:47 PM Flag

    TCK is a bargain with its strong Chinese partner. and selling below book value by a big discount.

    Sentiment: Strong Buy

  • Another round of short squeeze again. IBM high profit margin strategy is showing its result every day. The commercialization of quantum leap of storage is another one. I do know if there is a company with better R&D and generate new patents every month. It shows the competitive edge and I can see IBM outperforms the market in the next while. Warren Buffet ard the board are right to give Ginny a raise. Next breakout will be over 190 and dirt cheap take over target by private equity flushed with cheap money. CHina is taking the baton to pump money to stock market after US QE, Sales will be up in US and China. .

    Sentiment: Strong Buy

  • Reply to

    reasonable evaluation

    by wixiewaxy Jul 17, 2015 2:24 PM
    topinvestgun1 topinvestgun1 Jul 18, 2015 6:39 AM Flag

    I like Oracle as well. IT projects uptick are strong. Just talk to IT folks and agency, you will have the big picture. The transition of big tech to subscription model means long steady revenue stream spread out over months. The trend of subscription revenue is the indicator. IBM breakthrough in chip set, storage capacity, Watson for Internet of things are just some of the writing on the walls. It is not like small cap growth, but the growth in the teens per year for new initiatives can be achieved. Summer rally is coming and a repeat of 2013. The money in the side line is realizing the growth ahead of big tech. I stick with the enterprise market for than higher profit margin and return on equity. As the eco. recovers, investment in big tech. is guaranteed. $210-220 at year end is still undervalued for a strong franchise with global moat.

  • topinvestgun1 topinvestgun1 Jul 18, 2015 8:51 PM Flag

    The CEO has stated the dividend is safe and has slowed down cap ex. and laying off ppl. Tons of assets, below book value, and continuous cash from retail and refinery to offset decline in oil price. The kicker is the it is offered a buyout. The downside risk is small and upside is high as eco. recoverys. It is on a growth path since the liability penalty is peanet over 20 years. 1 billion before tax dollar is just publicity money. It is a safer and risk control co. now than before. I will add more in this low interest rate environment. for the dividend.

  • Reply to

    Number of Shares continue to go down, EPS up

    by topinvestgun1 Jul 25, 2015 8:06 PM
    topinvestgun1 topinvestgun1 Jul 26, 2015 11:03 AM Flag

    It is the quality and EPS that's counted. The breakthourgh of 7 nano chip itself would worth billions in earning already. As it shifts to 20 billions cloud market, the revenue will spread out through years. It is like leasing a car than buying. It is 20 billions a year market. IBM will pick up 5 billions earning at least per year. i estimate that earning will increase from 12-16 bilions to 16-20 billions with decreased number of shares. The greatest growth will come once these cloud acquisition completed. It is still early stage for lots of company learning cloud service delivery. IBM is there at the right time. There is virtually no competitor in the smart city initiatives for public sector. . A lot of vertical Heallthe care business is counting on IBM on speeding up research. All in all, EPS is waht I look at. Year end quarter is the key, analysts view is relatively short term, The intrinsic value of its earning power has not changed a bit.

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