NYSE:IBM

138.31
0.00 (0.00%)
The International Business Machines Corporation is an American multinational technology company headquartered in Armonk, New York, United States, with operations in over 170 countries.
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Analysis and Opinions about IBM-N

Signal
Opinion
Expert
SELL
SELL
May 2, 2017

He wouldn’t hold this. For a number of years, they did well by using cost containment. Had a lot of fat on their bones, and became leaner, but you have to look at not just the bottom line, but also revenue growth. If there is no revenue growth, but you see profit growth, that perhaps means the company is doing a good job of managing their business, but revenue is the fuel of earnings. They got so lean that they couldn’t really cut anymore fat. Revenue growth hasn’t been there for a long while.

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IBM (IBM-N)
May 2, 2017

He wouldn’t hold this. For a number of years, they did well by using cost containment. Had a lot of fat on their bones, and became leaner, but you have to look at not just the bottom line, but also revenue growth. If there is no revenue growth, but you see profit growth, that perhaps means the company is doing a good job of managing their business, but revenue is the fuel of earnings. They got so lean that they couldn’t really cut anymore fat. Revenue growth hasn’t been there for a long while.

Gordon Reid

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Price
$159.100
Owned
Unknown
HOLD
HOLD
March 21, 2017

This is so big and diversified that even if they are not successful in one area of the tech business, they have other areas. He likes the shift they are making towards artificial intelligence, towards more cloud services, and reducing emphasis on the legacy dinosaur mainframes. They are moving with the trend, but you are not having to pay up for it. One of the cheapest companies in the Tech universe, at about 12X earnings with a dividend of 3%+.

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IBM (IBM-N)
March 21, 2017

This is so big and diversified that even if they are not successful in one area of the tech business, they have other areas. He likes the shift they are making towards artificial intelligence, towards more cloud services, and reducing emphasis on the legacy dinosaur mainframes. They are moving with the trend, but you are not having to pay up for it. One of the cheapest companies in the Tech universe, at about 12X earnings with a dividend of 3%+.

HOLD
HOLD
March 13, 2017

Not amazing or terrible, it’s down the middle. It is probably going to be reliable. Doesn’t think it is super exciting, but doesn’t think you are going to get burned.

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IBM (IBM-N)
March 13, 2017

Not amazing or terrible, it’s down the middle. It is probably going to be reliable. Doesn’t think it is super exciting, but doesn’t think you are going to get burned.

Matt Kacur

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Price
$176.460
Owned
Unknown
SELL
SELL
February 21, 2017

This has done pretty well in the last year, but that is after a five-year period of choppy performance. It has rallied out of the Trump election, and is probably not sustainable over a longer-term basis. They are a little behind the curve in terms of where technology is moving these days. It is more of a trading range stock now, and is at the higher end of its range. If it got closer to its 52 week lows, it would be a Buy again.

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IBM (IBM-N)
February 21, 2017

This has done pretty well in the last year, but that is after a five-year period of choppy performance. It has rallied out of the Trump election, and is probably not sustainable over a longer-term basis. They are a little behind the curve in terms of where technology is moving these days. It is more of a trading range stock now, and is at the higher end of its range. If it got closer to its 52 week lows, it would be a Buy again.

Alex Ruus

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Price
$180.260
Owned
Unknown
DON'T BUY
DON'T BUY
February 17, 2017

MSFT-Q vs. IBM-N. If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow. IBM has not been able to figure out how to grow their top line. Both have cash overseas and will benefit if there is repatriation of cash policy changes.

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IBM (IBM-N)
February 17, 2017

MSFT-Q vs. IBM-N. If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow. IBM has not been able to figure out how to grow their top line. Both have cash overseas and will benefit if there is repatriation of cash policy changes.

COMMENT
COMMENT
February 14, 2017

There is lots working in large cap technology. The difficulty he has is that they are having a hard time growing. The stock is acting well and is certainly participating. He prefers Microsoft (MSFT-Q).

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IBM (IBM-N)
February 14, 2017

There is lots working in large cap technology. The difficulty he has is that they are having a hard time growing. The stock is acting well and is certainly participating. He prefers Microsoft (MSFT-Q).

COMMENT
COMMENT
February 8, 2017

Traditionally, this was more of a hardware company, but has evolved quite effectively in the last few years. They have a nice earnings momentum ramp. Valuation, although they have to grow into it a bit, looks reasonable. It’s in a space of software services where there is less capital intensity. He likes where their strategy is taking them.

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IBM (IBM-N)
February 8, 2017

Traditionally, this was more of a hardware company, but has evolved quite effectively in the last few years. They have a nice earnings momentum ramp. Valuation, although they have to grow into it a bit, looks reasonable. It’s in a space of software services where there is less capital intensity. He likes where their strategy is taking them.

PAST TOP PICK
PAST TOP PICK
January 30, 2017

(Top Pick Jun 13/16, Up 17.89%) They are moving from hardware into services. She is not expecting earnings growth until late next year. They are consistently growing in areas where she wants to see them grow. She knows there will be declines in hardware, but there is an increasing amount of revenue coming from services.

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IBM (IBM-N)
January 30, 2017

(Top Pick Jun 13/16, Up 17.89%) They are moving from hardware into services. She is not expecting earnings growth until late next year. They are consistently growing in areas where she wants to see them grow. She knows there will be declines in hardware, but there is an increasing amount of revenue coming from services.

Erin Gibbs

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Price
$175.800
Owned
Unknown
BUY
BUY
January 5, 2017

ORCL-Q Vs. IBM-N. IBM-N works hard on their balance sheet. ORCL-Q is old tech. He bought ORCL-Q at $12 a share. He likes it and it probably has the most upside. His model price is $46.11, or 0% upside, but IBM is $165.03, trading right on its model price also. He likes the diversification of both.

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IBM (IBM-N)
January 5, 2017

ORCL-Q Vs. IBM-N. IBM-N works hard on their balance sheet. ORCL-Q is old tech. He bought ORCL-Q at $12 a share. He likes it and it probably has the most upside. His model price is $46.11, or 0% upside, but IBM is $165.03, trading right on its model price also. He likes the diversification of both.

DON'T BUY
DON'T BUY
December 15, 2016

Not a big fan. Free cash flow growth is falling. It is all the share buybacks that is spoofing the EPS a little bit higher. They don’t have market share and they don’t have pricing power, and are trying to catch up to all the big players.

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IBM (IBM-N)
December 15, 2016

Not a big fan. Free cash flow growth is falling. It is all the share buybacks that is spoofing the EPS a little bit higher. They don’t have market share and they don’t have pricing power, and are trying to catch up to all the big players.

COMMENT
COMMENT
December 7, 2016

Feels their best days are behind them. What we want to do with technology right now, is find companies that are implementing technology to increase margins. The period of time when you invest in technology companies is over.

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IBM (IBM-N)
December 7, 2016

Feels their best days are behind them. What we want to do with technology right now, is find companies that are implementing technology to increase margins. The period of time when you invest in technology companies is over.

COMMENT
COMMENT
October 25, 2016

A good company, but to him it is too big. They have so many lines of business, and are trying to switch more into software as a service business as opposed to a hardware business. It has been a difficult transition for them. He would prefer other names in technology.

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IBM (IBM-N)
October 25, 2016

A good company, but to him it is too big. They have so many lines of business, and are trying to switch more into software as a service business as opposed to a hardware business. It has been a difficult transition for them. He would prefer other names in technology.

PAST TOP PICK
PAST TOP PICK
August 31, 2016

(A Top Pick June 13/16. Up 5.83%.) This is a long term holding. She sees them executing in a lot of their changing, going from more consulting services, cloud computing, mobile services. Has an attractive dividend yield.

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IBM (IBM-N)
August 31, 2016

(A Top Pick June 13/16. Up 5.83%.) This is a long term holding. She sees them executing in a lot of their changing, going from more consulting services, cloud computing, mobile services. Has an attractive dividend yield.

HOLD
HOLD
August 17, 2016

(Market Call Minute.) OK, but in technology he would prefer other higher growth companies like Alphabet (GOOG-Q).

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IBM (IBM-N)
August 17, 2016

(Market Call Minute.) OK, but in technology he would prefer other higher growth companies like Alphabet (GOOG-Q).

DON'T BUY
DON'T BUY
July 25, 2016

It is starting to act better, but in a long term chart it is a serial destroyer of capital. He is not a fan of share buybacks.

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IBM (IBM-N)
July 25, 2016

It is starting to act better, but in a long term chart it is a serial destroyer of capital. He is not a fan of share buybacks.

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