283

IBM (IBM-N)

ON STOCKCHASE SINCE Oct 2000

PC Mnfctr. Also has good service revenues.

electrical/electronic

IBM
IBM-N

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Signal	Opinion	Expert
VAGUE	IBM(IBM-N) 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) electrical/electronic 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $123.380 Owned No

DON'T BUY	IBM(IBM-N) 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. electrical/electronic 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Barry Schwartz CIO & Port, Baskin Wealth Manage... Price $115.430 Owned Unknown
DON'T BUY	IBM(IBM-N) 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. electrical/electronic 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Greg Newman Director &, Scotia Wealth Manage... Price $124.790 Owned Unknown
BUY	IBM(IBM-N) 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. electrical/electronic 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Bryden Teich Portfolio , Avenue Investment Ma... Price $129.100 Owned No
COMMENT	IBM(IBM-N) August 2, 2018 Technology changes so much over time that you have to be wary when you go into the technology space as management. It might be worthwhile to look at other plays. It is nice to invest in companies that have been around for a long time. electrical/electronic 0 0 0 0 0 0 comments	Technology changes so much over time that you have to be wary when you go into the technology space as management. It might be worthwhile to look at other plays. It is nice to invest in companies that have been around for a long time. electrical/electronic 0 0 0 0 0 0 comments Benj Gallander President, Contra the Heard Inv... Price $142.960 Owned Unknown
BUY	IBM(IBM-N) July 31, 2018 This is one of the few tech companies that is “on sale” at this time. electrical/electronic 0 0 0 0 0 0 comments	This is one of the few tech companies that is “on sale” at this time. electrical/electronic 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $144.930 Owned Unknown
TOP PICK	IBM(IBM-N) July 23, 2018 Sentiment is very low and it has underperformed recently. It is not the old hardware business. Mostly it is software and the cloud. They are investing in growth areas. Revenues are starting to grow again. He thinks there will be a significant rerating of the stock. The PE is only 10 times. (Analysts’ target: $166.67). electrical/electronic 0 0 0 0 0 0 comments	Sentiment is very low and it has underperformed recently. It is not the old hardware business. Mostly it is software and the cloud. They are investing in growth areas. Revenues are starting to grow again. He thinks there will be a significant rerating of the stock. The PE is only 10 times. (Analysts’ target: $166.67). electrical/electronic 0 0 0 0 0 0 comments Colin Stewart CEO & Port, JC Clark Investments... Price $145.700 Owned Yes
BUY	IBM(IBM-N) July 9, 2018 What tech stocks have growth and pay 4% dividends? Cisco which is trading around $42. He owns it. Pays a dividend above 3%. IBM (he doesn't own it) who are turning it around. Right now in the low-$140's is a good time to buy it. electrical/electronic 0 0 0 0 0 0 comments	What tech stocks have growth and pay 4% dividends? Cisco which is trading around $42. He owns it. Pays a dividend above 3%. IBM (he doesn't own it) who are turning it around. Right now in the low-$140's is a good time to buy it. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $144.390 Owned No
BUY on WEAKNESS	IBM(IBM-N) June 1, 2018 This is a range trading stock, where you can buy it in the $140s and sell it in the $160s. Their AI business is good, but they have a lot of legacy hardware that acts like a ball and chain. He tends to range trade this only. electrical/electronic 0 0 0 0 0 0 comments	This is a range trading stock, where you can buy it in the $140s and sell it in the $160s. Their AI business is good, but they have a lot of legacy hardware that acts like a ball and chain. He tends to range trade this only. electrical/electronic 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $141.950 Owned No
BUY	IBM(IBM-N) April 27, 2018 He would be a buyer here, although it is not his highest rated pick. There are a lot of growth drivers, but it needs new leadership to consider breaking this into separate entities. It is only 11 times earnings and has a good dividend yield. electrical/electronic 0 0 0 0 0 0 comments	He would be a buyer here, although it is not his highest rated pick. There are a lot of growth drivers, but it needs new leadership to consider breaking this into separate entities. It is only 11 times earnings and has a good dividend yield. electrical/electronic 0 0 0 0 0 0 comments David Dietze Founder, P, Point View Wealth Ma... Price $146.480 Owned No
DON'T BUY	IBM(IBM-N) April 26, 2018 The way they have grown earnings is by buying back shares. The top line hasn’t really grown. For what they have you are better off in a Microsoft (MSFT-O) or a Google (GOOGL-O). electrical/electronic 0 0 0 0 0 0 comments	The way they have grown earnings is by buying back shares. The top line hasn’t really grown. For what they have you are better off in a Microsoft (MSFT-O) or a Google (GOOGL-O). electrical/electronic 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $146.720 Owned No
WATCH	IBM(IBM-N) April 17, 2018 He'd like to like IBM now. Corporate America will be spending more on IT, but IBM's challenge is with Microsoft and Google fighting them over the Cloud. They missed earnings today. Watch this, but don't aggressively buy now. electrical/electronic 0 0 0 0 0 0 comments	He'd like to like IBM now. Corporate America will be spending more on IT, but IBM's challenge is with Microsoft and Google fighting them over the Cloud. They missed earnings today. Watch this, but don't aggressively buy now. electrical/electronic 0 0 0 0 0 0 comments Ashley Misquitt Senior Po, Empire Life ... Price $160.910 Owned Unknown
DON'T BUY	IBM(IBM-N) March 28, 2018 His own research indicates they're playing accounting games with discount rates for their pensions as well as share buybacks. So, he won't touch it. Offers a little growth, but not price appreciation unlike with software companies. electrical/electronic 0 0 0 0 0 0 comments	His own research indicates they're playing accounting games with discount rates for their pensions as well as share buybacks. So, he won't touch it. Offers a little growth, but not price appreciation unlike with software companies. electrical/electronic 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $152.520 Owned No
DON'T BUY	IBM(IBM-N) January 22, 2018 This has struggled in terms of growing their top line. Warren Buffett had a big position and has since trimmed it. This might have been a bit of an ROE trap. They might have been slow to adjust to the new technological landscape. It has gone basically nowhere over the last 10 years. There are a lot better opportunities in the Tech space. electrical/electronic 0 0 0 0 0 0 comments	This has struggled in terms of growing their top line. Warren Buffett had a big position and has since trimmed it. This might have been a bit of an ROE trap. They might have been slow to adjust to the new technological landscape. It has gone basically nowhere over the last 10 years. There are a lot better opportunities in the Tech space. electrical/electronic 0 0 0 0 0 0 comments Jason Del Vicar Portfolio , HollisWealth... Price $162.600 Owned Unknown
COMMENT	IBM(IBM-N) January 10, 2018 IBM (IBM-N) or Microsoft (MSFT-Q)? Doesn't own either, but of the 2, Microsoft is the safer name to own. They are much deeper into their turnaround. The theme with Microsoft has been Cloud, Cloud, Cloud. electrical/electronic 0 0 0 0 0 0 comments	IBM (IBM-N) or Microsoft (MSFT-Q)? Doesn't own either, but of the 2, Microsoft is the safer name to own. They are much deeper into their turnaround. The theme with Microsoft has been Cloud, Cloud, Cloud. electrical/electronic 0 0 0 0 0 0 comments Kash Pashootan Sr. VP & P, First Avenue Advisor... Price $164.180 Owned No

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