NYSE:IBM

137.98
1.36 (1.00%)
The International Business Machines Corporation is an American multinational technology company headquartered in Armonk, New York, United States, with operations in over 170 countries.
More at Wikipedia

Analysis and Opinions about IBM-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 26, 2005
Out of favour as they came out with a profits warning. Didn't close a lot of their big service contracts. Also people are not buying as many main frames.
Show full opinionHide full opinion
IBM (IBM-N)
April 26, 2005
Out of favour as they came out with a profits warning. Didn't close a lot of their big service contracts. Also people are not buying as many main frames.
DON'T BUY
DON'T BUY
April 21, 2005
Fell off a cliff. Earnings were fairly dismal and even worse, they announced they were thinking of a re-organization. No one knows what that means. That puts a STOP sign up. Likes the basic revenue model of IBM which is increasingly based on service.
Show full opinionHide full opinion
IBM (IBM-N)
April 21, 2005
Fell off a cliff. Earnings were fairly dismal and even worse, they announced they were thinking of a re-organization. No one knows what that means. That puts a STOP sign up. Likes the basic revenue model of IBM which is increasingly based on service.
WATCH
WATCH
April 19, 2005
A solid franchise that they've been looking at for quite a while. Had an interesting quarter which identified a few geographies that were weak or thin. This may be a buying opportunity. He wants to understand what went on, whether there's anything substantial to the business. They may be restructuring, re-focusing their sales force to get close to the customer.
Show full opinionHide full opinion
IBM (IBM-N)
April 19, 2005
A solid franchise that they've been looking at for quite a while. Had an interesting quarter which identified a few geographies that were weak or thin. This may be a buying opportunity. He wants to understand what went on, whether there's anything substantial to the business. They may be restructuring, re-focusing their sales force to get close to the customer.
DON'T BUY
DON'T BUY
January 24, 2005
In a tough market investors go to the big caps like this, but they only made their numbers last time because they divested some holdings. Backlog was down. The length of their contracts is decreasing. Offshore companies is taking away a lot of their bussiness. Trades at 16 X earnings, so not excessively expensive.
Show full opinionHide full opinion
IBM (IBM-N)
January 24, 2005
In a tough market investors go to the big caps like this, but they only made their numbers last time because they divested some holdings. Backlog was down. The length of their contracts is decreasing. Offshore companies is taking away a lot of their bussiness. Trades at 16 X earnings, so not excessively expensive.
BUY
BUY
December 21, 2004
A falling US$ would be of benefit to a company like this that is exporting. Likes the fact that they are getting out of the PC business. Software has higher margins and is more stable. Strategy wise, they have re-invented themselves and have done very well.
Show full opinionHide full opinion
IBM (IBM-N)
December 21, 2004
A falling US$ would be of benefit to a company like this that is exporting. Likes the fact that they are getting out of the PC business. Software has higher margins and is more stable. Strategy wise, they have re-invented themselves and have done very well.
DON'T BUY
DON'T BUY
December 7, 2004
Well run. Exposed to a market that should do well here. For US holding, Dell might be better.
Show full opinionHide full opinion
IBM (IBM-N)
December 7, 2004
Well run. Exposed to a market that should do well here. For US holding, Dell might be better.
PAST TOP PICK
PAST TOP PICK
November 18, 2004
(A Top Pick Aug 9/04. Up 14%.)
Show full opinionHide full opinion
IBM (IBM-N)
November 18, 2004
(A Top Pick Aug 9/04. Up 14%.)
TOP PICK
TOP PICK
October 22, 2004
His theory is that once a stock goes over $85, it usually goes over $100. It could be split and a raise in dividends.
Show full opinionHide full opinion
IBM (IBM-N)
October 22, 2004
His theory is that once a stock goes over $85, it usually goes over $100. It could be split and a raise in dividends.
PAST TOP PICK
PAST TOP PICK
October 20, 2004
(A Top Pick Aug 9/04. Up 7%.) Still likes. Just reported great earnings. When companies start to spend on technology, IBM will be a major beneficiary.
Show full opinionHide full opinion
IBM (IBM-N)
October 20, 2004
(A Top Pick Aug 9/04. Up 7%.) Still likes. Just reported great earnings. When companies start to spend on technology, IBM will be a major beneficiary.
TOP PICK
IBM (IBM-N)
August 27, 2004
BUY
BUY
August 19, 2004
Weakness in the last couple of quarters because of a slowdown in their service side. Starting to see some pick up in micro electronics where their will be better margins. Good entry point.
Show full opinionHide full opinion
IBM (IBM-N)
August 19, 2004
Weakness in the last couple of quarters because of a slowdown in their service side. Starting to see some pick up in micro electronics where their will be better margins. Good entry point.
BUY
BUY
August 13, 2004
Scores quite well in their model. Looking at it carefully as it nears $80. Trades at 15 X earnings which is less than the market. Good guidance for the rest of the year.
Show full opinionHide full opinion
IBM (IBM-N)
August 13, 2004
Scores quite well in their model. Looking at it carefully as it nears $80. Trades at 15 X earnings which is less than the market. Good guidance for the rest of the year.
TOP PICK
TOP PICK
August 9, 2004
Given the carnage in the tech sector this is like a diversified tech portfolio with software and hardware. Trading at 15 X earnings which is below market multiples. 10% growth.
Show full opinionHide full opinion
IBM (IBM-N)
August 9, 2004
Given the carnage in the tech sector this is like a diversified tech portfolio with software and hardware. Trading at 15 X earnings which is below market multiples. 10% growth.
TOP PICK
TOP PICK
July 30, 2004
Earnings were above expectations. Has a good balance between software and hardware. Trading at 15 X next year's earnings. Looking at low double-digit growth in earnings over the next 3/5 years.
Show full opinionHide full opinion
IBM (IBM-N)
July 30, 2004
Earnings were above expectations. Has a good balance between software and hardware. Trading at 15 X next year's earnings. Looking at low double-digit growth in earnings over the next 3/5 years.
DON'T BUY
DON'T BUY
July 30, 2004
Not a fan at these prices and at this point in the market. Hoped-for stronger indication of improved sales going forward. Feels there's better ways to play the tech market.
Show full opinionHide full opinion
IBM (IBM-N)
July 30, 2004
Not a fan at these prices and at this point in the market. Hoped-for stronger indication of improved sales going forward. Feels there's better ways to play the tech market.
Showing 226 to 240 of 303 entries