IBM : Analysis & Opinions

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  1. Accenture Beats on Q1 Earnings & Revenues, Guides Well - Analyst ...

    December 18, 2014
    Accenture plc (ACN) reported first-quarter fiscal 2015 earnings per share of $1.29, which surpassed the Zacks Consensus Estimate ...
  2. Markets Cheering the Fed - Ahead of Wall Street

    December 18, 2014
    Market participants like the fact that there will be no early rate hikes and that the central bank will remain cautious and ...
  3. NCR, LevelUp Partner to Ease Payment for Small Businesses - Analyst ...

    December 17, 2014
    NCR Corporation (NCR) has integrated its cloud-based point-of-sale (POS) system, NCR Silver with LevelUp in a bid to provide ...
  4. 5 Buyback Leaders That Keep Beating The Market

    December 9, 2014
    Back in August, I told readers how Corporate America has been repurchasing their own stocks at a record rate. According to ...
  5. Mobile Adoption Drives Online Payments, Security - Industry Outlook

    November 6, 2014
    Mobile Adoption Drives Online Payments, Security - Industry Outlook
  6. Buy This Blue Chip Cheaper Than Buffett Did

    November 4, 2014
    Everyone who invests money is aware of Warren Buffett -- the richest and most successful equity investor the world has ever ...
  7. How To Get A Better Deal On This Stock Than Buffett

    November 4, 2014
    Everyone who invests money is aware of Warren Buffett -- the richest and most successful equity investor the world has ever ...
  8. Bear of the Day: International Business Machines (IBM) - Bear ...

    October 26, 2014
    Bear of the Day: International Business Machines (IBM) - Bear of the Day
  9. Investors Buying the Dips - Ahead of Wall Street

    October 22, 2014
    Stocks appear on track to start today's session modestly in the red after strong gains the last few days.
  10. Q3 Earnings Scorecard as of October 21, 2014 - Earnings Trends

    October 21, 2014
    Q3 Earnings Scorecard as of October 21, 2014 - Earnings Trends
  11. IBM Miss to Set the Tone - Ahead of Wall Street

    October 20, 2014
    IBM's miss is a big deal because the company not only carries a lot of weight in the Dow Jones Index, but it is also a bellwether ...
  12. Another Weak Eurozone Read - Ahead of Wall Street

    September 24, 2014
    Germany has the fiscal space to respond to the softening economic trend, demand for which will likely increase in the coming ...
  13. 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 ...
  14. 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 ...
  15. e-Commerce Stocks on Which to Click (pt. 2) - Industry Outlook

    July 2, 2014
    e-Commerce Stocks on Which to Click (pt. 2) - Industry Outlook
  16. 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 ...
  17. How Good is the Rebound? - Ahead of Wall Street

    June 25, 2014
    This morning's soft Durable Goods report didn't provide much solace
  18. 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 ...
  19. The growing threat of increasingly sophisticated hacker attacks could mean that now is the right time to add cybersecurity stocks to your portfolio.

    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 ...
  20. 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 ...
  21. 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 ...
  22. Q1 Earnings in Focus - Ahead of Wall Street

    April 14, 2014
    A lot is riding on the Q1 earnings season which ramps up this week, with more than 50 S&P 500 companies reporting results. ...
  23. By market capitalization, IBM is the 9th-largest corporation on the planet[4]. Only a half-dozen or so U.S. companies can match IBM for profitability.

    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.” ...
  24. The Real Secret To Microsoft's Success

    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 ...
  25. e-Commerce Stock Update - March 2014 (pt. 2) - Industry Outlook

    March 6, 2014
    e-Commerce Stock Update - March 2014 (pt. 2) - Industry Outlook
  26. #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 ...
  27. Earnings in Focus This Week - Ahead of Wall Street

    January 20, 2014
    The focus this week will be on corporate earnings as the 2013 Q4 reporting cycle ramps up, with 69 S&P 500 members are ...
  28. 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 ...
  29. Though it faces many challenges, shares of Hewlett-Packard are too cheap to ignore.

    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.
  30. Microsoft beat analyst expecations and the stock price responded with a 6% jump.

    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. ...
  31. 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 ...
  32. IBM's sixth straight quarter where sales failed to meet expectation. Is now the time to buy shares?

    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, ...
  33. DC Hijinx Cloud Earnings Season - Ahead of Wall Street

    October 16, 2013
    Oh yeah, almost forgot -- earnings season is hitting full throttle this week.
  34. Activist investors are feeling that Microsoft is increasingly irrelevant in the modern world, which is why it's imperative for the board to bring in new leadership.

    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 ...
  35. Unspoken communication from the CEO can offer clues into whether one should invest or not.

    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 ...
  36. Salesforce.com Shows Some Reacceleration

    August 30, 2013
    Improved billings growth will cheer the owners of this expensive SaaS leader.
  37. 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
  38. 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
  39. 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
  40. 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
  41. NetApp Underwhelms, But Still Looks Undervalued

    August 15, 2013
    NetApp may have disappointed the Street, but the underlying value is sitll pretty interesting.
  42. 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' ...
  43. 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 ...
  44. 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.
  45. 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 ...
  46. 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 ...
  47. EMC May Be Stronger Than It Looks

    July 25, 2013
    In-line results may be stronger than they look, and EMC looks seriously undervalued.
  48. 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.
  49. 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 ...
  50. 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.
  51. 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 ...
  52. 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.
  53. 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
  54. Fed to Reclaim Spotlight - Earnings Preview

    June 28, 2013
    Fed to Reclaim Spotlight - Earnings Preview
  55. 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
  56. Symantec Fixing What Was Never Too Badly Broken

    June 25, 2013
    Symantec's restructuring starts from a good place and should enhance shareholder value
  57. Suncor to Adopt NCR's Retalix - Analyst Blog

    June 24, 2013
    NCR Corp. will offer its Retalix StorePoint point-of-sale and fuel management software to Suncor Energy Inc. for an undisclosed ...
  58. TIBCO Stabilizes, But Needs Growth

    June 21, 2013
    TIBCO didn't miss, but the company needs to start showing better growth and expanding margins
  59. 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
  60. 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
  61. 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.
  62. Insourcing: A Silver Lining Ahead? - Analyst Blog

    June 12, 2013
    If statistics indeed are reliable yardsticks to gauge the performance of the U.S. economy, a startling data is sure to catch ...
  63. Accenture Grabs 2 More Deals - Analyst Blog

    June 11, 2013
    Accenture Plc. is consistently winning deals. This time the company won a deal from one of the leading brewery companies, ...
  64. IBM Spends $2 Billion To Improve Its Offense … And Defense

    June 5, 2013
    IBM pays up to build out its cloud service offerings.
  65. 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.
  66. Lenovo Still Far From Getting Its Due

    May 24, 2013
    Lenovo's leading share in emerging market IT seems undervalued.
  67. 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 ...
  68. 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
  69. 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 ...
  70. 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.
  71. 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?
  72. 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.
  73. IBM Makes It Official – Tech Has Some Troubles

    April 19, 2013
    IBM sees a broad miss and the valuation is still too high.
  74. 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.
  75. 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 ...
  76. 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 ...
  77. 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.
  78. 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 ...
  79. 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.
  80. Teradata Beats Estimates - Analyst Blog

    February 8, 2013
    Teradata Corp's (TDC) fourth-quarter non-GAAP earnings per share increased 19.7% from the year-ago quarter to 79 cents. Including ...
  81. Reshoring Bringing Back Jobs to USA - Analyst Blog

    February 4, 2013
    The 'offshoring' movement had a profound deleterious effect on the U.S. job market. Entire industries such as electronics, ...
  82. 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, writes ...
  83. 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 ...
  84. With Sluggish Windows Uptake, What Propels Microsoft?

    January 29, 2013
    Microsoft has to do more to unlock its potential and its value.
  85. Take a Breather Before Earnings Deluge - Analyst Blog

    January 21, 2013
    With the markets closed today for Martin Luther King Jr. Day, the earnings season takes the day off as the reporting flood ...
  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. Accenture Wins Two Navy Contracts - Analyst Blog

    January 10, 2013
    Accenture plc (ACN) recently won two three-year contracts from the U.S. Department of Navy at an aggregate value of $30. ...
  89. 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.
  90. Finally Some Good News for H-P - Analyst Blog

    January 2, 2013
    Despite the tumultuous situation surrounding the Autonomy issue (H-P's Autonomy Buy: A Blame Game), the PC giant Hewlett-Packard ...
  91. The Top 5 Investment Books Of All Time - Investment Ideas

    December 27, 2012
    When people find out I work in the world of stocks, I often get asked "what's a good book on stocks for my college age son?" ...
  92. Accenture, Unilever in a BPO Deal - Analyst Blog

    December 24, 2012
    Ace technical and management solutions provider Accenture plc (ACN) recently clinched a business process outsourcing (BPO) ...
  93. Accenture, Generali in a 10-Yr Pact - Analyst Blog

    December 12, 2012
    Accenture plc (ACN) announced that it has won a 10-year outsourcing deal from the ace French general insurer, Generali. The ...
  94. 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?
  95. 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.
  96. 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 ...
  97. 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.
  98. NetApp Handling This Rough Patch Relatively Well

    November 15, 2012
    NetApp delivered a welcome solid quarter in a tough market.
  99. 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 ...
  100. Quantum Continues to Incur Loss - Analyst Blog

    October 31, 2012
    Quantum Corp. (QTM) reported second quarter fiscal 2013 adjusted loss per share of 3 cents, which is slightly better than ...
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