Tag Archives: IBM

August 17

Re-invest or Die! – The BNN Interview

The good news is that buybacks are slowing down. The bad news is that buybacks are slowing down. David says CEOs choose buybacks to prop up their paycheck.

December 07

Why Growth is Killing Value – What it means for 2016!

By David Nelson, CFA The S&P 500 is up modestly year to date but the action beneath the surface has investors feeling like heroes or zeros depending on their latest stock pick. This bifurcation is easily seen when comparing S&P 500 Value stocks (IVE) with its growth counterpart (IVW). Investors continue to crowd into a dwindling inventory […]

October 26

Like Rocky the aging bull makes a comeback

By David Nelson, CFA After taking a standing eight count the aging U.S. Bull Market makes a Rocky Balboa comeback. October’s performance to date is one of the best in years. There were a few hints along the way. The successful retest in late September and the positive signal from the Bullish Percent index were early […]

July 21

IBM – The Emperor Still Has No Clothes

David sits down with CNBC’s Bill Griffeth, Sara Eisen and Jon Najarian to discuss IBM’s latest release.

March 03

Can the Cloud Save IBM – CNBC

David talks to CNBC hosts Kelly Evans and Bill Griffeth about the problems surrounding IBM.

January 20

Earnings on Deck – CNBC – JNJ, IBM & NFLX

David joins the Closing Bell gang with host Kelly Evans to discuss the earnings today from JNJ, IBM and NFLX. For IBM I guess the Emperor still has no clothes.

December 02

Big Blues for IBM

David calls out IBM executives for using stock buybacks to hide the fact that they aren’t growing. Revenue and cash continue to decline while debt climbs.

October 06

HP Splits in Two – Sell the News!

By David Nelson, CFA Something was bound to happen at HP so it seems fitting we’d get a breaking story of a large reorganization just days before their analyst meeting on October 8th. For weeks there have been rumors Hewlett Packard (HPQ)* was considering a merger with EMC (EMC). Apparently those talks broke down. I […]

March 25

The Magnificent Seven of Old Tech

By David Nelson, CFA In the last few days we’ve seen a massive rotation from the market’s biggest winners to what investors refer to as Old Tech. For those of you not in the markets long enough to remember the Magnificent Seven, there was a time when (AAPL), (INTC), (MSFT), (IBM), (ORCL), (CSCO), & (EMC) […]

February 03

Business News Network – Bears Scored a Couple of Touchdowns

David talks with BNN’s Catharine Murray about the big sell-off in global markets