NYSE:IBM

143.89
4.72 (3.39%)
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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Analysis and Opinions about IBM-N

Signal
Opinion
Expert
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.
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IBM (IBM-N)
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.
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.
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IBM (IBM-N)
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.
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.
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IBM (IBM-N)
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.
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.
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IBM (IBM-N)
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.
Greg Newman

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Price
$118.570
Owned
Unknown
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.
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IBM (IBM-N)
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.
BUY
BUY
November 16, 2018
It’s in the right place. It’s selling off with everything else. Very appetizing here.
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IBM (IBM-N)
November 16, 2018
It’s in the right place. It’s selling off with everything else. Very appetizing here.
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)
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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)
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.
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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.
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.

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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.

Greg Newman

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Price
$124.790
Owned
Unknown
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.

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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.

COMMENT
COMMENT
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.

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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.

BUY
BUY
July 31, 2018

This is one of the few tech companies that is “on sale” at this time.

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IBM (IBM-N)
July 31, 2018

This is one of the few tech companies that is “on sale” at this time.

TOP PICK
TOP PICK
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).

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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).

BUY
BUY
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.

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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.

BUY WEAKNESS
BUY WEAKNESS
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.

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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.

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