I Give Up On IBM
February 3, 2016
IBM (IBM) disappointed again, and I will sell IBM from the Conservative Portfolio. I give up.
Research Reports
IBM Needs to Get With the Times
December 1, 2015
IBM (IBM) is trying to learn cloud & mobile computing, when it should just acquire companies which do these well.
IBM Just Isn’t Growing
July 30, 2015
IBM (IBM) just isn’t growing. But it is a bargain at just 10x profits and a 3% yield.
Don’t Sweat the Big Stuff
May 1, 2015
Investors nit-picking the big picture with IBM (IBM) are missing an opportunity to buy on a dip.
Can’t Stop the Leak
February 2, 2015
IBM (IBM) is like a ship with many leaks, and I feel the stock won’t rise until IBM’s earnings estimates do.
Not Much Cheaper
November 18, 2014
IBM (IBM) crashed after it reported earnings, but IBM’s still not much cheaper. Here’s why…
With the Dow Around its Highs, Let’s Look at IBM
May 6, 2014
Although the stock market’s in a correction, the Dow & IBM (IBM) are near their highs. Let’s look to IBM to see if this run can continue.
All About Motorola
February 21, 2014
Google’s (GOOG) profits are set to expand now that the company has dumped Motorola Mobility. I’ll buy it today for the Growth Portfolio.
Google is Hot Again
October 29, 2013
Google (GOOG) is a hot stock once again. With shares clear past $1000, let’s analyze where GOOG is headed.
I Like IBM Here
October 24, 2013
A lot of people are down on IBM (IBM) lately. But I like the stock, and feel a little rebound in business will make a huge impression in the stock price.
What To Do With IBM?
August 7, 2013
I’m stuck about what to do with IBM (IBM). The stock has healthy upside to its Fair Value but no sales growth — or momentum.
So Not Worth It
August 1, 2013
Did you know Google had negative profit growth last quarter, and missed estimates too? Google (GOOG) at 20 times earnings is so-not-worth-it.
A Big Blue Move
June 3, 2013
Shares of IBM (IBM) should make a big blue move ahead over the next two years as investors appreciate Blue Chips.
Profit Margins are Terrible
April 25, 2013
Google’s (GOOG) profit margin is falling because of wasteful spending and mobile advertising. Low taxes saved the quarter.
A Solid Core Holding
February 1, 2013
IBM (IBM) is a solid core holding you can buy, hold, and get a healthy dividend. This stock is also undervalued and has solid upside right now.
Here’s My Take on Google
January 28, 2013
Last week Google (GOOG) popped after reporting earnings growth of only 11% last quarter. I’m not a believer that the run higher has legs.
Google, IBM Lauded For Decent Qtrs
January 23, 2013
Google (GOOG) and IBM (IBM) are up after reporting last night. In the battle of GOOG vs. IBM I’d place my money in IBM.
Google (GOOG) is Swimming in a A Sea of Red, I’m Out
November 6, 2012
Google (GOOG) had a big miss last quarter, now the one year chart and earnings table are flooded in red. Time to sell GOOG from the Growth Portfolio.
IBM is a Mirror of the Market
October 26, 2012
Looking at IBM (IBM) gives me a synopsis of the stock market right now. Things will be slighlty-under plan, yet shares have huge upside.
The Numbers Went Down. The Stock Went Up.
August 8, 2012
Google’s (GOOG) been going higher after it reported earnings. But when I did my research I saw numbers went down. Sell at $655.
Google Takes Control From Shareholders
April 25, 2012
Google (GOOG) is creating a class C share, and these shareholders won’t have rights to vote out management. They are in control, not you. Got it?
I Wish You Were More Dependable
February 7, 2012
I wish Google (GOOG) was more dependable. The stock will be sold from the Aggressive Growth Portfolio today. I’ll hold GOOG in the Growth Portfolio cuz its a good value.
IBM Lowers Estimates, Wall Street Likes It
January 31, 2012
IBM (IBM) reported earnings earlier this month. Wall Street applauded the results. What wasn’t talked about was IBM’s estimates were already reduced.
Buying Google as it Breaks Out
December 13, 2011
Today I will purchase Google (GOOG) in the Growth Portfolio and Aggressive Growth Portfolio. GOOG’s P/E of 13 is just too low — this stock is a solid bet for 2012.
Google’s Very Undervalued
November 2, 2011
Google (GOOG) is looking good again. The big thing is GOOG’s P/E has gone from 18 last quarter to 13 this quarter. With the company growing around 20%, this stock is an undervalued growth stock.
Big Blue Set to Get Bigger
August 2, 2011
International Business Machines (IBM) is one reason I think this market will push higher in in the next year. Big Blue has good profit growth, a reasonable P/E, and is undervalued. IBM could push the Dow higher.
Google’s Out of Rehab
July 28, 2011
Investors have gone Googleisious over Google (GOOG) again after a great earnings reeport last quarter. It’s as if the stock has gotten out of rehab and told investors it won’t hurt them again. Here’s what I think of GOOG today.
You Would Look Good in Blue
May 11, 2011
IBM (IBM) is looking good. It might look better in your portfolio. The next few years should be good ones for Blue Chip stocks, and they don’t call IBM Big Blue for nothing.
Google Doesn’t Care What You Think
April 27, 2011
Google (GOOG) doesn’t care what you — or Wall Street analysts — think of how its running its business. They are gonna do what they are gonna do and if you want to own the stock then own it.
Don’t Depend on Google
November 1, 2010
Google (GOOG) had results last qtr that were better than expected. Of course only a qtr earlier results disappointed. What do I make of this?