IBM

IBM-N

NYSE:IBM

124.96
0.47 (0.38%)
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
COMMENT
COMMENT
November 19, 2019
Warrant Buffet never throws in the towel – he does not sell anything. He sold this. The company has revenue growth in decline, the balance sheet is getting worse and they are propping up the stock by share buybacks. They acquired Red Hat at a ridiculous multiple. IBM is so far behind AMZN-Q in Cloud.
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IBM (IBM-N)
November 19, 2019
Warrant Buffet never throws in the towel – he does not sell anything. He sold this. The company has revenue growth in decline, the balance sheet is getting worse and they are propping up the stock by share buybacks. They acquired Red Hat at a ridiculous multiple. IBM is so far behind AMZN-Q in Cloud.
SPECULATIVE BUY
SPECULATIVE BUY
November 13, 2019
In this year of great volatility in the tech space, he uses IBM more as a trading stock. Buy it at $130 and sell it at $170. He is looking at it again, but puzzling why it is down at the lower range again. They have a lot of hidden value in their patents that go into cognitive and AI deep learning, both of which will be in the auto autonomous growth space. (Analysts’ price target is $148.00)
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IBM (IBM-N)
November 13, 2019
In this year of great volatility in the tech space, he uses IBM more as a trading stock. Buy it at $130 and sell it at $170. He is looking at it again, but puzzling why it is down at the lower range again. They have a lot of hidden value in their patents that go into cognitive and AI deep learning, both of which will be in the auto autonomous growth space. (Analysts’ price target is $148.00)
WEAK BUY
WEAK BUY
October 18, 2019

He wouldn't buy IBM for the dividend. The valuation is good. The risk is Red Hat to move to cloud computing that hasn't paid off yet. It's at a 10 times multiple, so it is still pretty cheap. The balance sheet looks good. Current yield of 4.8% is safe.

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IBM (IBM-N)
October 18, 2019

He wouldn't buy IBM for the dividend. The valuation is good. The risk is Red Hat to move to cloud computing that hasn't paid off yet. It's at a 10 times multiple, so it is still pretty cheap. The balance sheet looks good. Current yield of 4.8% is safe.

DON'T BUY
DON'T BUY
October 16, 2019

IBM should be killing it now--huge--considering macro tech trends like machine-learning, but IBM doesn't, can't, make it happen. They were a hardware business then acquired software businesses which increased their profits. After that, they bought back shares, which is a good idea in general, but IBM should not have. Rather, they should have reinvested to innovate. He doesn't know if their Red Hat deal will work out.

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IBM (IBM-N)
October 16, 2019

IBM should be killing it now--huge--considering macro tech trends like machine-learning, but IBM doesn't, can't, make it happen. They were a hardware business then acquired software businesses which increased their profits. After that, they bought back shares, which is a good idea in general, but IBM should not have. Rather, they should have reinvested to innovate. He doesn't know if their Red Hat deal will work out.

TOP PICK
TOP PICK
October 8, 2019

The most hated stock on the S&P. IBM is doing a lot of things right. It trades much lower vs. its peers, so it doesn't take a lot to get a 20-30% return out of it. The bar is set so low. The EPS is around 10-11x. They just closed on the Red Hat cloud deal. Revenue growth is 2-3% annual, but they are cutting out big-revenue, but low-margin contracts which should improve their bottom line. Red Hat's CEO could be the next IBM head, which is a plus. (Analysts’ price target is $154.76)

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IBM (IBM-N)
October 8, 2019

The most hated stock on the S&P. IBM is doing a lot of things right. It trades much lower vs. its peers, so it doesn't take a lot to get a 20-30% return out of it. The bar is set so low. The EPS is around 10-11x. They just closed on the Red Hat cloud deal. Revenue growth is 2-3% annual, but they are cutting out big-revenue, but low-margin contracts which should improve their bottom line. Red Hat's CEO could be the next IBM head, which is a plus. (Analysts’ price target is $154.76)

DON'T BUY
DON'T BUY
October 3, 2019
They are a single digit grower, with a well supported dividend. It is a hardware name. He likes the theme. He prefers IGB-N.
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IBM (IBM-N)
October 3, 2019
They are a single digit grower, with a well supported dividend. It is a hardware name. He likes the theme. He prefers IGB-N.
DON'T BUY
DON'T BUY
August 26, 2019

It's cheap now and making good cash flow. However, it isn't growing. It missed out of the cloud computing business. They paid a lot for Red Hat, and integrating that will be interesting and no guarantee it'll work. IBM is on probation for him. He'd rather buy MSFT or Google.

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IBM (IBM-N)
August 26, 2019

It's cheap now and making good cash flow. However, it isn't growing. It missed out of the cloud computing business. They paid a lot for Red Hat, and integrating that will be interesting and no guarantee it'll work. IBM is on probation for him. He'd rather buy MSFT or Google.

PAST TOP PICK
PAST TOP PICK
August 12, 2019

(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.

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IBM (IBM-N)
August 12, 2019

(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.

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.

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IBM (IBM-N)
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.

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.
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IBM (IBM-N)
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.
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.
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IBM (IBM-N)
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.
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.
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IBM (IBM-N)
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.
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.
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