IBM
IBM-N
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About IBM (IBM-N)
The International Business Machines Corporation is an American multinational technology company headquartered in Armonk, New York, United States, with operations in over 170 countries.
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Expert
PAST TOP PICK
PAST TOP PICK
August 12, 2019
electrical/electronic
HOLD
HOLD
July 30, 2019
He bought it about two months ago around $140. The Red Hat acquisition created a buying opportunity he thought. The company is moving into the cloud space and IBM has strong footholds with the banks in the data space. When the banks move to the cloud, IBM will be the company they turn to. He is very comfortable with this being a solid hold.
He bought it about two months ago around $140. The Red Hat acquisition created a buying opportunity he thought. The company is moving into the cloud space and IBM has strong footholds with the banks in the data space. When the banks move to the cloud, IBM will be the company they turn to. He is very comfortable with this being a solid hold.
electrical/electronic
WAIT
WAIT
July 29, 2019
He wants to see how the balance sheets looks after the acquisition of Red Hat. He wants to wait to see how it unfolds in the September financials.
He wants to see how the balance sheets looks after the acquisition of Red Hat. He wants to wait to see how it unfolds in the September financials.
electrical/electronic
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
$150.880
Unknown
DON'T BUY
DON'T BUY
June 19, 2019
A tempting 4.7% dividend. It's also very cheap at 10x 2020 earnings. Their most recent quarter reflected solid global cloud services. Their Red Hat acqusition could drive IBM revenues. But he models only 3% EPS growth. Q1 revenue was lower than expected as was forward guidance. It's an okay name and okay dividend, but you're better off with higher tech names, even without dividends.
A tempting 4.7% dividend. It's also very cheap at 10x 2020 earnings. Their most recent quarter reflected solid global cloud services. Their Red Hat acqusition could drive IBM revenues. But he models only 3% EPS growth. Q1 revenue was lower than expected as was forward guidance. It's an okay name and okay dividend, but you're better off with higher tech names, even without dividends.
electrical/electronic
DON'T BUY
DON'T BUY
March 6, 2019
He'd stay away from hardware, though their chart is OK. Their chart is approaching resistance where previous shareholders will sell off as the share price recover ground. Due to Apple, computer hardware has really struggled. IBM has a buyback in place and pays 5% yield. They are doing the right things, but look elsewhere.
He'd stay away from hardware, though their chart is OK. Their chart is approaching resistance where previous shareholders will sell off as the share price recover ground. Due to Apple, computer hardware has really struggled. IBM has a buyback in place and pays 5% yield. They are doing the right things, but look elsewhere.
electrical/electronic
DON'T BUY
DON'T BUY
January 31, 2019
Unlike like the rest of the sector it has declining revenues. They spent too much o an acquisition. It has been a poor capital allocator. Needs to generate organic growth.
Unlike like the rest of the sector it has declining revenues. They spent too much o an acquisition. It has been a poor capital allocator. Needs to generate organic growth.
electrical/electronic
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
$134.420
Unknown
DON'T BUY
DON'T BUY
January 7, 2019
At its low? Terrible balance sheet. Grasping at straws, making an expensive acquisition because they're late to the party. Not at all interested. Buy Apple if you're looking for a beaten-up tech company.
At its low? Terrible balance sheet. Grasping at straws, making an expensive acquisition because they're late to the party. Not at all interested. Buy Apple if you're looking for a beaten-up tech company.
electrical/electronic
COMMENT
COMMENT
November 29, 2018
IBM (IBM-N) vs Microsoft (MSFT-Q) No brainer for him he prefers Microsoft. Microsoft is up 30% YTD, they are doing a lot of things very well. He would buy half Microsoft and half Apple and would leave IBM out of this. Microsoft is not cheap, Apple is cheap, so at least you are getting some value incorporated into the investment.
IBM (IBM-N) vs Microsoft (MSFT-Q) No brainer for him he prefers Microsoft. Microsoft is up 30% YTD, they are doing a lot of things very well. He would buy half Microsoft and half Apple and would leave IBM out of this. Microsoft is not cheap, Apple is cheap, so at least you are getting some value incorporated into the investment.
electrical/electronic
COMMENT
COMMENT
November 21, 2018
Cheap at 9.6x earnings. Solid dividend. Red Hat deal was good for them. It's tempting to buy now, but...he needs to see more of a catalyst, other companies with better growth.
Cheap at 9.6x earnings. Solid dividend. Red Hat deal was good for them. It's tempting to buy now, but...he needs to see more of a catalyst, other companies with better growth.
electrical/electronic
DON'T BUY
DON'T BUY
November 20, 2018
There are better tech investments out there. Red Hat was a pricey acquisition, a sign that they need to restart long-term growth. Behind the game in the Cloud. Microsoft, Amazon, and Google, all have a better toehold.
There are better tech investments out there. Red Hat was a pricey acquisition, a sign that they need to restart long-term growth. Behind the game in the Cloud. Microsoft, Amazon, and Google, all have a better toehold.
electrical/electronic
BUY
BUY
November 16, 2018
It’s in the right place. It’s selling off with everything else. Very appetizing here.
It’s in the right place. It’s selling off with everything else. Very appetizing here.
electrical/electronic
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
$121.570
Unknown
VAGUE
VAGUE
November 8, 2018
Company that has historically used propitiatory software and buying an open source company. Very interesting. They have a very good portfolio of big-ticket software solutions for banks and clients like that. They had some restructuring. In case of a correction would probably do well because it is down heavily. He is worry a little bit about their debt. (Analysts’ price target is $155.88)
Company that has historically used propitiatory software and buying an open source company. Very interesting. They have a very good portfolio of big-ticket software solutions for banks and clients like that. They had some restructuring. In case of a correction would probably do well because it is down heavily. He is worry a little bit about their debt. (Analysts’ price target is $155.88)
electrical/electronic
DON'T BUY
DON'T BUY
October 31, 2018
They did a huge deal with Red Hat this week. Over the last 10 years IBM has been a disaster. With Red Hat, they're getting into the cloud space, but this move is too late. Also, IBM paid a lot for Red Hat. For years, IBM neglected their structural decline and only now they get into cloud. IBM must slim down by selling more divisions and only then focus to the cloud.
They did a huge deal with Red Hat this week. Over the last 10 years IBM has been a disaster. With Red Hat, they're getting into the cloud space, but this move is too late. Also, IBM paid a lot for Red Hat. For years, IBM neglected their structural decline and only now they get into cloud. IBM must slim down by selling more divisions and only then focus to the cloud.
electrical/electronic
DON'T BUY
DON'T BUY
October 26, 2018
Contrarian investors think that beaten-up stocks like this will turn around. IBM just beat their Q3 slightly, but there's no growth. He sees -2% growth. The dividend is solid. If you have US dollars, look at BAC instead.
Contrarian investors think that beaten-up stocks like this will turn around. IBM just beat their Q3 slightly, but there's no growth. He sees -2% growth. The dividend is solid. If you have US dollars, look at BAC instead.
electrical/electronic
BUY
BUY
October 19, 2018
He started looking at it a week ago. He owns Microsoft and Apple in this space. Their latest earnings were not that strong. They don’t have the big growth engines like Microsoft. However, it is incredibly cheap. They are doing a lot with AI, and is at a level that is interesting.
He started looking at it a week ago. He owns Microsoft and Apple in this space. Their latest earnings were not that strong. They don’t have the big growth engines like Microsoft. However, it is incredibly cheap. They are doing a lot with AI, and is at a level that is interesting.
electrical/electronic
Comments
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(A Top Pick Jul 23/18, Down 2%) A value tech stock. He sold this and bought Google, because it was growing faster. IBM has trouble growing; it's been stagnant.