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This Quarter's Sentiment:
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SocialPicks Community
IBM is ON
IBM
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+33.33%
in
244 days
The market already knows that the financials of IBM will take a hit after the acquisition of SUN But the acquisition would be good for IBM as they grab hold of the shrinking enterprise hardware market! no one buys big servers anymore...IBM will have a better chance at the next innovation curve to save its floundering systems business and get back in the market In other news: So Africa is a new outsourcing destination, gives good hope to internationally poor locations with criminal history and other believers in sinking megaliths like IBM and outsourcing!
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Buying JAVA! Yes OPapa IBM
IBM
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+2.77%
in
4 days
(closed on 03/23/09)
The market already knows that the financials of IBM will take a hit after the acquisition of SUN But the acquisition would be good for IBM as they grab hold of the shrinking enterprise hardware market! no one buys big servers anymore...IBM will have a better chance at the next innovation curve to save its floundering systems business and get back in the market
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IBM - Strong in a down market
IBM
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+4.42%
in
9 days
(closed on 03/15/09)
Considering IBM's market breath its stock has been performing extremely well in this bear market. It is still up since the November market lows and the trend line is up. If there is a bottom near then a strong stock like IBM is worth owning.
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Business model challenged, recession challenged
IBM
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-42.30%
in
305 days
IBM's business model is fading as cloud computing begins its life. Over the next decade, we should see more and more companies putting applications onto the web, and IBM will not likely be a leader in this category, due to strength of companies like CRM and GOOG. In past downturns, IBM's stock has taken big hits from 58% to 84% drops, I surmise IBM's long-term and short-term risks can take the stock down at least 58% (2000-2002 drop) and possibly as high as the first IBM business model challenge (1987-1988) when MSFT began challenging their business model. Google and CRM are about as y...
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IBM $98 to $102 Target Price Range based on Avg Peer Valuations
IBM
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+38.31%
in
398 days
IBM's projected P/E is 9.81 Industry (Diversified Computer Systems) average projected P/E 11.05 Implies a projected stock price of $102.21 IBM's PEG is 0.93 IBM's projected earnings growth rate is 10.55% Industry (Diversified Computer Systems) average PEG is 1.01 Implies a projected stock price of $98.59 More analysis source, calculations, and other info: http://www.freestockvalueranker.com/?method=peg_pe&symbol... Analysis current as of October 19, 2008
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From the Blogosphere
The Dell Earnings Debacle: The Day After
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Dell (DELL) shares have dropped 10% after yesterday’s highly disappointing earnings report for the fiscal third quarter ended October. As I noted yesterday, the company missed on both the revenue and EPS lines, posting results that suggest the company is continuing to lose share to its computer hardware rivals. As noted, the company reported revenue of $12.9 billion, up just 1% sequentially, down 15% from a year ago, and below the consensus at $13.2 billion. Per-share earnings of 23 cents a share missed by a nickel. <>There are large>...
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Why Doesn't the Revenues per Employee Ratio (R/E Ratio) Get More Respect?
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One obscure way of measuring how efficient a company operates is the amount or sales or revenues that are generated for each employee at the company, also known as the Revenues per Employee Ratio or R/E Ratio. It is also sometimes referred to as the Sales per Employee Ratio or S/E ratio. I've written about the R/E ratio in the past a couple times, but there doesn't appear to be much interest in this metric.
The concept is simple. Let's assume there are two companies in the same industry generating the exact same amount of revenues. But Company A has 1,000 employees and Company B has 10,000 ...
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AT&T Expands Cloud Solutions – Analyst Blog
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US telecom giant AT&T (T) has reportedly expanded its portfolio of premium cloud-based solutions with an innovative cloud computing service that delivers on-demand computing through a self-service approach over the company’s reliable and highly secured network cloud platform. The service called “AT&T Synaptic Compute as a Service" will offer businesses of all sizes on-demand access to computing resources based on their requirements.
Customers can use the service to quickly address immediate demands for variable computing processing power and increase capacity according to their busines...
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Red Hat Raised by S&P – Analyst Blog
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Strong financial performance in the most recent quarter and continued growth in results despite a challenging economy have led Standard & Poor's (S&P) Rating Services to raise Red Hat Inc.’s (RHT) corporate credit rating from BB to BB+. Red Hat is a leader in open source software solutions and has been upgraded thrice in less than two years. The company believes that it is still in the early stages of growth and has tremendous growth opportunity beyond 2010. We believe the company’s strong market position, focused execution, strong balance sheet, impressive cash flow, international ex< />< />< />< />< />< />< />< />< />< /><>><>><>><>><>><>><>><>>< />< /><>><>><>><>><>><>>< />< />< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><><>< />><>< />><>< />>>< />...
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Cramer on BloggingStocks: Oil and the equity nirvana
IBM
-0.29%
in
6 days
Filed under: Cisco Systems (CSCO), Market matters, International Business Machines (IBM), Caterpillar (CAT), Colgate-Palmolive (CL), Procter and Gamble (PG), Freep't McMoRan Copper (FCX), Oil, Stocks to Buy, Cramer on BloggingStocks The Street.com's Jim Cramer says that OPEC may take oil out of the equity-market equation and make stock-picking matter again. If OPEC says it likes an oil price in the $75-78 range, as it said today, we could be looking at a nirvana moment for stock...
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Visit streetinsider.com
wall street analysts never clever?
- Here is what I found:
Wall Street has an enormous amount of fear and greed. Those two get in the way of doing the right things....
http://www.zo
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Can You Still Trade Fundamentals??
- Can You Still Trade Fundamentals???
I think Jim Rogers made a great point during the last interview when he talked about the fundamentals of commoditi...
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SELL THIS RALLY
- Sell this rally if you know what is good for you. The reasons are simple and relatively straight forward. Firstly, nothing has changed if anything th...
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