IBM : Analysis & Opinions

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  1. China Wants To Shed Reputation As Tech Copycat

    February 23, 2015
    China is better known for manufacturing and replicating successful tech products than it is for pushing the tech envelope. ...
  2. This Seemingly-Obvious Strategy Led Me To 50% Gains

    February 4, 2015
    For those that don't know, in addition to being the Chief Strategist behind StreetAuthority's Stock of the Month newsletter, ...
  3. What Drives Oracle Stock Prices?

    February 4, 2015
    Oracle stock price depend on the company keeping ahead of new technologies while also keeping costs low.
  4. Top 10 Chinese Entrepreneurs

    February 4, 2015
    Many of the world's millionaires and billionaires are now found in China.
  5. Short-Sighted Investors Made This Blue-Chip A Steal

    February 3, 2015
    Sometimes good companies get beaten down by short-sighted investors. When that happens, it is good news for savvy investors. ...
  6. How To Build Valuation Models Like Black-Scholes (BS)?

    February 2, 2015
    Want to build a model like Black-Scholes? Here are the tips and guidelines for developing a framework with the example of ...
  7. Risk Management Techniques For Shorting Call Options

    January 23, 2015
    Shorting covered calls is a popular options trade strategy. Here are the methods to mitigate the risk/loss and enhance profits ...
  8. EU Probes Tax Laws To Catch Corporate Cheaters

    January 23, 2015
    Recently, the EU has launched an investigation into tax deals between Amazon and the country of Luxembourg.
  9. Is 'Big Blue' Now Black And Blue?

    January 15, 2015
    IBM once dominated the technology sector. Those days are long gone, but does IBM still present a good value play? Are dividends ...
  10. The Top 10 US Software Companies

    January 15, 2015
    Want to invest in top software companies listed in the US? Here is a list to get you started.
  11. The Internet Of Things In 2015

    January 9, 2015
    By now, the internet has made its way into nearly all of our homes and via mobile devices into our pockets. Technology think-tank ...
  12. World's top 10 Software Companies

    January 7, 2015
    Want to invest in software stocks but finding it difficult to identify companies with major software revenue? Here is a list ...
  13. Who are Qualcomm's (QCOM) main competitors?

    December 9, 2014
    Learn about Qualcomm's different operating segments and its competitors in each segment, such as Texas Instruments, Nokia ...
  14. 5 Buyback Leaders That Keep Beating The Market

    December 9, 2014
  15. Who are Microsoft's (MSFT) main competitors?

    December 3, 2014
    Discover the main competitors of technology giant Microsoft and the stiff competition facing this industry leader. Find out ...
  16. Who are Intel's (INTC) main competitors?

    December 1, 2014
    Explore Intel's many competitors in its six operating segments. Explore different niche companies and companies that compete ...
  17. How To Get A Better Deal On This Stock Than Buffett

    November 4, 2014
  18. Buy This Blue Chip Cheaper Than Buffett Did

    November 4, 2014
  19. How Warren Buffett made Berkshire Hathaway a World-beater

    September 19, 2014
    It would almost be easier to list the industry sectors in which Omaha-based Berkshire Hathaway Inc. (NYSE:BRK.A) doesn’t ...
  20. Wall Street’s Glass Ceiling

    August 10, 2014
    It’s tough to boast that there are more female CEOs than ever before when they make up only 4.2% of the total.
  21. A Billionaire Activist Could Spark This Bargain Stock To 30% ...

    August 4, 2014
    Today, one of the best places for value investors is technology. This comes as the share prices of some dot-com-era companies ...
  22. 5 Family-Friendly Employers For Working Parents

    July 31, 2014
    A family friendly employer doesn’t just make it possible for parents who work there to care for their children without ...
  23. 15 Companies That Are Killing It With Equal Rights

    July 2, 2014
    The Supreme Court's decision on Monday, in Burwell vs. Hobby Lobby, exempted some companies from offering contraceptive ...
  24. Barron's Recap: 2014 Midyear Roundtable

    June 14, 2014
    This weekend in Barron's online: the 2014 Midyear Roundtable, why most investing professionals are below average, as ...
  25. Does Your Portfolio Need A Dose Of Cybersecurity?

    June 9, 2014
    The growing threat of increasingly sophisticated hacker attacks could mean that now is the right time to add cybersecurity ...
  26. How Oracle Will Face Its Coming Challenges

    May 9, 2014
    Very few tech companies can do what Oracle Corp. has done, having grown revenue nearly 15% a year for the past decade, and ...
  27. Do Weak Growth And New Challenges Make Cisco A Value Trap?

    May 7, 2014
    A frustrating reality of tech investing is that there's really no competition between growth and value. Absent growth, value ...
  28. Detrended Price Oscillator (DPO)

    April 24, 2014
    An oscillator that strips out price trends, in an effort to estimate the length of price cycles from peak to trough, and ...
  29. Why IBM Will Go On Forever

    March 27, 2014
    Ask the average person on the street what IBM does, and you probably won’t get more than a vague answer about “computers.” ...
  30. The Real Secret To Microsoft's Success

    March 20, 2014
    Microsoft is no longer in the raw experimentation stage common to young and growing companies. Rather, its main goal is to ...
  31. #PreMarket Primer: Friday, February 28: Tension Between Russia ...

    February 28, 2014
    The ongoing problems in Ukraine have begun to reach further than the country’s borders as tension between the West and Russia ...
  32. Four Trading Setups To Avoid A Pullback

    January 13, 2014
    Technical lessons from four DJIA stocks that performed poorly in 2013.
  33. Which Dow 'Dogs' Are Poised To Beat The Pack In 2014?

    December 20, 2013
    It's been a good year for stocks that make up the Dow Jones Industrial Average, as 28 of the 30 components have risen in ...
  34. The State Of The Tech Titans

    December 4, 2013
    The Technology sector has been a top performer and the only one holding out for a gain over the last week. Here's the outlook ...
  35. The Time Is Right To Buy Hewlett-Packard

    November 28, 2013
    Though it faces many challenges, shares of Hewlett-Packard are too cheap to ignore.
  36. The Common-Size Analysis Of Financial Statements

    November 14, 2013
    Using common-size financial statements helps investors spot trends that a raw financial statement may not uncover.
  37. How Much Exposure to Technology Stocks Should You Have?

    November 12, 2013
    How Much of a Technology-Stocks Exposure Should You Have in your portfolio? Every investor is totally different, in many ...
  38. Microsoft Surprises The Street With Good Earnings

    October 25, 2013
    Microsoft released better-than-expected earnings. Even with the recent run-up, it remains too cheap for investors to ignore. ...
  39. 5 Key Takeaways From IBM's Troubles

    October 18, 2013
    Here's a not-so-bold prediction: IBM (NYSE: IBM) is likely to be the next company in the Dow Jones Industrial Average to ...
  40. Why 'Big Blue' Is Singing The Blues

    October 18, 2013
    International Business Machines (NYSE:IBM), long considered by investors to be a calm port in the often-stormy seas of technology, ...
  41. Activist Investors Set Their Sights On Bill Gates

    October 4, 2013
    Activist investors are setting their sites on Bill Gates and want him off of Microsoft's board. Many feel that he hold an ...
  42. 5 Ways to Profit From a CEO's Body Language

    September 25, 2013
    Investors can gain insight into companies by studying the chief executive officers’ body language, specifically examining ...
  43. Salesforce.com Shows Some Reacceleration

    August 30, 2013
    Improved billings growth will cheer the owners of this expensive SaaS leader.
  44. Is Improving IT Demand Enough To Maintain Teradata's Rebound?

    August 26, 2013
    Teradata may be Big Data, but that hasn't proven to give it any edge in terms of growth
  45. Microsoft Critics Get Their Way, As Ballmer Announces Impending ...

    August 23, 2013
    Ballmer's impending retirement as CEO sets off a long-awaited celebration in Microsoft shares
  46. HP Still Looks Cheap, But Execution Issues Are Part Of The Reason ...

    August 22, 2013
    HP still has some significant competitive and strategic problems to sort out
  47. NCR Transforming, But The Street Seems Up To Speed

    August 20, 2013
    NCR is remaking itself as a higher-growth, more competitive company, but the stock has already moved on elevated expectations
  48. NetApp Underwhelms, But Still Looks Undervalued

    August 15, 2013
    NetApp may have disappointed the Street, but the underlying value is sitll pretty interesting.
  49. Why Warren Buffett Hates Gold

    August 15, 2013
    Warren Buffett, the CEO of Berkshire Hathaway (NYSE: BRK-A), is currently worth about $44 billion, according to Forbes' ...
  50. Jive Software Worth A Closer Look?

    August 13, 2013
    An execution stumble has slashed Jive's value, but the opportunity is still worthwhile if the company can turn sentiment ...
  51. Fusion-io Tries To Hit Reset, But The Street Will Carry A Grudge

    August 12, 2013
    Fusion-io launches a painful reset, and the Street will need some proof before awarding the company growth multiples again.
  52. The Big Play In Big Data

    August 6, 2013
    Given just how technology oriented our lives are becoming, the amount of data we are creating is staggering. But in that ...
  53. At A Minimum, Amazon Is Consistent

    July 26, 2013
    Amazon continues to see strong revenue growth and improving gross margins, but long-term profitability is still up for intense ...
  54. EMC May Be Stronger Than It Looks

    July 25, 2013
    In-line results may be stronger than they look, and EMC looks seriously undervalued.
  55. Another Bad Quarter Highlights Microsoft's Growth-Vs-Value Problem

    July 19, 2013
    Microsoft isn't giving investors any reason to believe in management's vision or ability.
  56. CalPERS Desperately Needs to Embrace ETFs

    July 17, 2013
    The investment community seems to be aflutter over the fact that the California Public Employees' Retirement System ...
  57. Infosys Hints At What It Can Do

    July 12, 2013
    A surprisingly strong quarter from Infosys may be only a glimpse of things to come.
  58. CDW's First Day Return Up 7.8%: Should You Buy?

    June 28, 2013
    Value-added IT reseller CDW (Nasdaq:CDW) went public June 27, up 7.8% to $18.33 in its first day of trading. Getting off ...
  59. Weak Consulting Stings Accenture, But The Valuation Is Interesting

    June 28, 2013
    A softening IT spending environment is a real challenge, but Accenture's long-term value looks intriguing.
  60. Adobe Patches A Hole With A $600M Purchase

    June 28, 2013
    Adobe adds more functionality to its digital marketing platform with a $600 million deal
  61. Progress Software Showing Signs Of Life In A Tough Market

    June 27, 2013
    Progress may be showing signs of the growth that investors badly need from its restructuring efforts
  62. Symantec Fixing What Was Never Too Badly Broken

    June 25, 2013
    Symantec's restructuring starts from a good place and should enhance shareholder value
  63. TIBCO Stabilizes, But Needs Growth

    June 21, 2013
    TIBCO didn't miss, but the company needs to start showing better growth and expanding margins
  64. Relief At Red Hat, But The Long-Term Growth Debate Will Rage ...

    June 20, 2013
    Red Hat didn't miss, but significant growth reaccleration is still missing
  65. Wall Street Has Converted To Adobe's New Model; Will Customers?

    June 19, 2013
    Adobe has finally sold the Street on its new plans, and the stock has done well as a result
  66. Amdocs A Good Value As Is, But With Growth Upside

    June 18, 2013
    Amdocs needs to generate better growth, but even without it the valuation is pretty interesting.
  67. IBM Spends $2 Billion To Improve Its Offense … And Defense

    June 5, 2013
    IBM pays up to build out its cloud service offerings.
  68. Splunk Delivering When Other Techs Are Not

    May 31, 2013
    Splunk's price is white-hot, but the company's performance is very strong as well.
  69. Lenovo Still Far From Getting Its Due

    May 24, 2013
    Lenovo's leading share in emerging market IT seems undervalued.
  70. Salesforce.com Still Growing And Still Expensive

    May 24, 2013
    Cloud software and services continues to take share in the enterprise IT market, and Salesforce.com (NYSE:CRM) remains a ...
  71. Cost Improvements Are Good, But Hewlett-Packard Needs Revenue ...

    May 23, 2013
    Restructuring seems to be helping margins, but HP needs revenue growth to really turn around
  72. NetApp Is Probably Cheap, But The Headwinds Aren't Going Away

    May 22, 2013
    NetApp is suffering from the wider tech malaise, but the company appears to have established itself as the clear #2 player ...
  73. Overheated Expectations Send Rackspace Investors To The Torture ...

    May 9, 2013
    Absent a real competitive moat, it's hard to make sense of Rackspace's valuation.
  74. After The Hurricane, Is It Safe To Visit Aruba Networks?

    May 9, 2013
    After a big quarterly miss, can investors afford to trust the long-term opportunity at Aruba?
  75. BMC Software Shows Again That Getting Full Value Is Tough Without ...

    May 6, 2013
    BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
  76. IBM Makes It Official – Tech Has Some Troubles

    April 19, 2013
    IBM sees a broad miss and the valuation is still too high.
  77. Weak PC Growth And Slow Mobile Penetration Weighing On Microsoft

    April 19, 2013
    Microsoft is still not delivering what tech investors really want, but the value looks real.
  78. Infosys Struggling To Make The Changes

    April 15, 2013
    The unsatisfying results that Infosys has reported recently, combined with pretty non-specific guidance, has created a pretty ...
  79. Goldman Sachs Cuts Hewlett-Packard to $16: Time To Jump Ship?

    April 3, 2013
    Goldman Sachs issued a target price of $16 on Hewlett-Packard's stock April 2. At the same time it cut its rating on the ...
  80. Red Hat's Valuation Looks More Reasonable, But Expectations Could ...

    March 28, 2013
    While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
  81. Buffett And Goldman Sachs Do Sweetheart Deal

    March 27, 2013
    Goldman Sachs announced March 26 that it will issue to Berkshire Hathaway in October the number of shares equal to Warren ...
  82. NetApp Seems Stupid-Cheap

    February 15, 2013
    NetApp's valuation seems to expect a disastrous future. Fair value on NetApp shares seems to be in the mid-$50s.
  83. 4 Reasons Apple Won't See $700 Again

    February 2, 2013
    Shrinking margins and more effective competition are just two links in the chain pulling the tech giant back to earth, ...
  84. Why Warren Buffett Hates Gold

    February 1, 2013
    Warren Buffett, the CEO of Berkshire Hathaway (NYSE: BRK-A), is currently worth about $44 billion, according to Forbes' list ...
  85. With Sluggish Windows Uptake, What Propels Microsoft?

    January 29, 2013
    Microsoft has to do more to unlock its potential and its value.
  86. Is Dell Going Private?

    January 21, 2013
    Dell's buyout could help it reorganize with a new strategy to compete in a tough market that's moving away from the PC.
  87. Can Demandware Become Another SaaS Success Story?

    January 14, 2013
    Demandware looks to take on IBM and Oracle with a SaaS model.
  88. Have We Seen The Worst For Mellanox?

    January 4, 2013
    A rare miss may create a rare buying opportunity in Mellanox, but the risks are not trivial.
  89. Is TIBCO's Stumble An Early Christmas Gift?

    December 6, 2012
    TIBCO's rare miss sends shares skidding, but has this news created a good opportunity for investors?
  90. Hewlett-Packard Hits Bottom, Finds A Shovel

    November 27, 2012
    Ongoing share losses and an embarrassing writedown just keep the bad news flowing for HP.
  91. Can Brocade Get Any Benefit Of The Doubt?

    November 20, 2012
    Brocade's execution has improved, but the valuation has not. And despite its sustained long-term revenue growth, the company ...
  92. Dell Proves To Be A Laggard In A Weak Market

    November 19, 2012
    Dell continues to see its business erode and Wall Street is noticing.
  93. NetApp Handling This Rough Patch Relatively Well

    November 15, 2012
    NetApp delivered a welcome solid quarter in a tough market.
  94. These 10 Companies are Spending Billions to Buy Back Their Own ...

    November 5, 2012
    Just as a shark that keeps swimming -- even when it sleeps -- companies are constantly on the prowl for ways to boost per-share ...
  95. Not Even EMC Is Immune To Tech Headwinds

    October 26, 2012
    A sector-wide slowdown in IT spending has hit EMC as well.
  96. Is There Hope For HP?

    October 25, 2012
    HP is trying another turnaround, but can they do it in time and properly?
  97. Fusion-io Grows When Others Can't

    October 25, 2012
    Fusion-io delivered solid growth, but investors seem more worried about guidance than long-term potential.
  98. Can Win8 And Surface Change The Tone On Microsoft?

    October 19, 2012
    The market is not expecting much from Microsoft anymore. For that to change, Microsoft has to deliver with Win8 and Surface.
  99. IBM's Soft Sales Bring A Chill To Tech

    October 18, 2012
    IBM's sluggish sales performance will worry tech investors.
  100. Growth Investors Turn Insecure About Fortinet's Growth

    October 17, 2012
    Fortinet's only real failure was that the company did not exceed expectations as much as it did before.
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