International Business Machines (IBM)

Re: Intl Business Machines (IBM)

Postby winston » Thu Oct 20, 2016 10:41 am

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Tech Stocks to Buy for Healthcare Riches: International Business Machines (IBM)

International Business Machines Corp. (NYSE:IBM) may seem like an odd choice. Not only is it a general-purpose tech operator that caters to many industries, but it’s a struggling general-purpose tech operator. IBM has posted 18 consecutive quarterly declines in revenues!

So, why IBM?

Well, healthcare actually should be a major catalyst that returns IBM to growth. IBM has invested huge amounts of money into Watson, its sophisticated artificial intelligence (AI) platform. Watson Health alone has more than 7,000 employees that work on categories including imaging, oncology, life sciences and value-based care.

IBM has already created made some major achievements. For instance, researchers at the University of Tokyo announced that Watson helped with a medical breakthrough for the diagnosis and treatment of a rare form of leukemia. This was actually the world’s first example of AI being used in such a way.

In fact, IBM thinks that Watson could help transform healthcare systems as well. Just look at a recent partnership with the Finnish government, which will use the technology to help improve doctor care.

“Their vision is to build an open healthcare ecosystem, based on compliant and efficient utilization of healthcare data,” IBM CFO Martin Schroeter says. “So Finland will put their healthcare data on our Watson Health cloud.”

IBM stock currently trades at value levels, including a forward price-to-earnings ratio of just 11. Meanwhile, IBM yields a robust 3.6%.

In other words, IBM is offering investors several possibilities for upside from here.

Source: Investor Place
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Re: Intl Business Machines (IBM)

Postby winston » Sat Nov 12, 2016 9:21 pm

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International Business Machines Corp. (IBM) Stock Has Long-Term Oomph

IBM stock has the long-term power to keep things moving up

By Charles Payne

Source: Smart Investing

http://investorplace.com/2016/11/intern ... CcRrPl96M8
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Re: Intl Business Machines (IBM)

Postby winston » Tue Jan 10, 2017 10:35 am

Stocks That Will Hurt Your Retirement: IBM (IBM)

International Business Machines Corp. (NYSE:IBM) just can’t seem to do anything right these days. Its revenues have been in decline for an almost unbelievable 18 consecutive quarters.

That’s four and a half years of sales declines. You would think that by now the comparable sales would be so low that IBM would have an easy time posting at least modest growth … yet the losses continue.

IBM is a perfect example of a company that is far from future proof. It’s traditional business model was blown out of the water by cloud upstarts like Amazon and Microsoft Corporation (NASDAQ:MSFT), and IBM has adapted at a sluggish pace.

Frankly, the IBM pedigree just isn’t worth what it used to be.

IBM was one of Warren Buffett’s biggest portfolio additions of the past decade, and Buffett bought it precisely because he liked the recurring nature of IBM’s income stream from long-term service contracts.

Well, the cloud killed that business model, so it’s time to move on. Dump IBM from your retirement portfolio.

Source: Investor Place
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Re: Intl Business Machines (IBM)

Postby winston » Sat Sep 30, 2017 10:20 pm

IBM Stock: Will Blockchain Lead to a Comeback?

By: Christian Tharp, CMT

According to a latest report published by Juniper Research, IBM outranks Microsoft and several other corporations in the blockchain industry.


IBM’s platform Hyperledger is also getting intense popularity in the enterprise world. Hyperledger is a collaborative platform in which over 130 companies are taking part, including The Linux Foundation.

In March, IBM launched IBM Blockchain, the first enterprise-ready blockchain service, which allows developers to create and host complex blockchain apps on IBM Cloud.


In June, Reuters reported that IBM was building a blockchain-based digital platform for major banks of Europe, including HSBC and Deutsche Bank.


In August, several major companies including Kroger, Walmart, Nestle and Unilever signed deals with IBM to use its blockchain platform to solve the problem of food contamination.


Another short term catalyst for IBM stock is the rising revenue amid a decline in the value of the US dollar.


Source: Tech Stock Sensei

http://techstocksensei.com/2017/09/ibm- ... perledger/
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Re: Intl Business Machines (IBM)

Postby winston » Tue Oct 17, 2017 8:20 pm

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This Stock Looks Ready to Surge

by Laura Hoy

4% dividend yield with a P/E ratio of just over 12.


IBM is an industry leader when it comes to blockchain, so the firm will be a huge beneficiary when the technology gains momentum.


Source: Investor Place

http://dailytradealert.com/2017/10/17/s ... ady-surge/
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Re: Intl Business Machines (IBM)

Postby winston » Wed Oct 18, 2017 9:15 am

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IBM beats revenue estimates; hints at sales growth

by Pushkala A, Laharee Chatterjee

(Reuters) - International Business Machines Corp’s (IBM.N) shift to newer businesses such as cloud and security services helped it beat analysts’ quarterly revenue estimates, and the technology major hinted at sales growth after nearly six years of declines.

IBM has been focusing on cloud, cybersecurity and data analytics, or what the company calls its “strategic imperatives”, to counter a slowdown in its legacy hardware and software businesses.

Revenue from these businesses climbed 11 percent to $8.8 billion in the third quarter ended Sept. 30, accounting for about 46 percent of the company’s total revenue.

“Management is focused in the right areas, but still have some work and must demonstrate this growth is sustainable,” said Josh Olson, an analyst at Edward Jones.

Revenue from the cognitive solutions business, which includes the AI-powered supercomputer Watson, rose nearly 4 percent to $4.40 billion, after falling 2.5 percent in the previous quarter.

Analysts on average expected revenue of $4.17 billion, according to financial data and analytics firm FactSet.

IBM said it expected revenue to grow $2.8 billion to $2.9 billion in fourth quarter from the third quarter.

This implies fourth-quarter revenue in the range of $22 billion to $22.1 billion, a year-on-year growth of about 1.4 percent at the high end.

A part of the rise in revenue is expected to come from the mainframe business, which got a boost from the launch of Z14.

Revenue in mainframe business jumped 60 percent in the third quarter, Chief Financial Officer Martin Schroeter told Reuters, adding that the business gained from Z14, which began shipping in mid-September.

“The progress around the mainframe contribution, signings growth/visibility in consulting and positive trends in cloud likely sets up for further momentum in Q4,” said David Holt, an analyst with CFRA.

IBM backed its forecast for 2017 adjusted earnings of at least $13.80 per share. Analysts on average are expecting earnings of $13.75 per share, according to Thomson Reuters I/B/E/S.

Total revenue fell 0.4 percent to $19.15 billion, but handily beat analysts’ estimates of $18.60 billion.

The company’s net income fell to $2.73 billion, or $2.92 per share, in the third quarter, from $2.85 billion, or $2.98 per share, a year earlier.

Excluding one-time items, IBM earned $3.30 per share, beating analysts’ estimates of $3.28.

Source: Reuters

http://www.reuters.com/article/us-faceb ... ess%201700
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Re: Intl Business Machines (IBM)

Postby winston » Thu Dec 07, 2017 4:11 pm

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2018 Tech Dog No 2: IBM

No doubt, Oct. 18 was a great day for shareholders at International Business Machines Corp. (NYSE: IBM). A nearly 9% rally was the stock’s single best day in nine years.

But it’s that last part – the one in italics and underlined – that should make you run far away from any IBM turnaround story you might come across.

Simply stated, the slow and lumbering IBM simply missed out on one of the single best bull markets in history.

Over the past five years, IBM is down more than 24%. By contrast, the S&P 500 has gained 85% over the same period and the Nasdaq is up 126%.

In other words, during one of the greatest tech rallies of all time, global tech giant IBM was a no-show.

The problem here is simple: leadership. In the six years she has served as CEO, Virginia M. Rometty has presided over a series of sales setbacks even as she kept saying IBM is turning the corner.

In fact, the company has reported sales declines in each of the past 21 quarters, one of the worst track records in the tech sector.

Dear Virginia: Your company is a dog.

Source: Daily Alert
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Re: International Business Machines (IBM)

Postby winston » Fri Dec 29, 2017 11:32 am

2 More Reasons to Believe in the IBM Stock Turnaround

The company still has lots of work to do, but the worst is in the rearview mirror for IBM stock

By JAMES BRUMLEY

1. Its strategic imperatives, by the way, are cloud, analytics, mobile, social and security services. More important, now accounting for 45% of IBM’s revenue, these initiatives are almost in a position to fiscally carry the company.

In a recent survey taken by Juniper Research, IBM edged out rivals Microsoft Corporation (NASDAQ:MSFT) and Accenture Plc (NYSE:ACN) as the preferred service provider in the nascent blockchain industry.

The total size of the blockchain technology market is expected to be $2.3 billion by 2021.

The market for quantum computing services and products is expected by some to reach $8.5 billion by 2024.


Source: Investor Place

https://investorplace.com/2017/12/2-mor ... kWr2t-WaM9
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Re: International Business Machines (IBM)

Postby winston » Wed Jan 03, 2018 9:36 pm

IBM called "attractive large-cap value" by top analyst

RBC Capital Markets upgrades IBM (NYSE:IBM) from Sector Perform to Outperform and increases the price target by $20 to $180.

Analyst Amit Daryanani writes, “We think IBM is an attractive large-cap value stock for investors in 2018 as the potential for revenue and margin stability should enable a re-rating.

A return to gross margin stability coupled with revenue growth in 2018 should set-up the stock for a year of outperformance especially considering the depressed valuation.”

Source: Investing.com
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Re: International Business Machines (IBM)

Postby winston » Wed Jan 03, 2018 9:46 pm

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3 Tailwinds for IBM in 2018

The stars are aligning for Big Blue to have a solid year.

by Timothy Green

Five years of declining revenue is a tough sell.

1. The mainframe
IBM announced its latest mainframe system, the z14, in July 2017.

2. POWER9

3. Currency

IBM expects to produce at least $13.80 in adjusted earnings in 2017, putting the price-to-earnings ratio at just over 11. The stock also pays a 3.9% dividend.


Source: Motley Fool

https://www.fool.com/investing/2018/01/ ... lrf0000001
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