International Business Machines Corp. (NYSE:IBM)

CAPS Rating: 4 out of 5

The Company is a globally integrated innovation company, serving the needs of enterprises and institutions worldwide.

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Member Avatar 2trpop (94.13) Submitted: 4/1/2014 9:55:40 AM : Outperform Start Price: $193.99 IBM Score: -1.19

fstg experiment

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Member Avatar GVFool15 (60.82) Submitted: 3/14/2014 1:05:20 PM : Underperform Start Price: $183.50 IBM Score: -2.92

People know you can't go wrong going with IBM. However, there are just so much better options out there, especially concerning cloud computing, server hardware, and other services once dominated by Big Blue. Should underperform for next couple of years unless something gets turned around and they start innovating.

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Member Avatar Orthonormal (93.04) Submitted: 3/12/2014 10:36:31 AM : Outperform Start Price: $186.83 IBM Score: +1.83

Magic Formula 12/13/2013

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Member Avatar ryppyaivo (94.46) Submitted: 3/11/2014 10:28:52 AM : Outperform Start Price: $188.04 IBM Score: +2.10

Good ROA and low valuation.

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Member Avatar Dividends500 (80.12) Submitted: 3/8/2014 9:21:38 PM : Outperform Start Price: $176.81 IBM Score: +4.01

Dividends500 tracks the 200 strongest dividends in the S&P 500. To qualify as a strong dividend, the company must meet two simple requirements:

- A payout ratio below 50%
- An increasing dividend from the prior year

Because there are more than 200 dividend paying companies in the S&P 500 that meet these requirements, the qualifying companies with the largest dividend yields were chosen.

Dividends500 intends to test this FactSet article, which highlights these strong dividend paying companies and their outperformance versus the S&P 500 as a whole (Page 12).

http://www.factset.com/websitefiles/PDFs/dividend/dividend_12.16.13

If you have questions or see something you think is inaccurate feel free to let me know.

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Member Avatar fmandarino (< 20) Submitted: 3/3/2014 4:33:48 PM : Outperform Start Price: $185.81 IBM Score: +2.45

yes

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Member Avatar CmpsVktr (54.80) Submitted: 3/1/2014 12:48:35 PM : Outperform Start Price: $183.33 IBM Score: +2.72

Update - Price/FV 0.82
Fair value 225.1
Normalized eps 16.05
Sales growth 4.4%
Op Margin expands to 19.5% from 19.4%
Competitive advantage period 5-10 years (wide moat)
Discount rate 11%
Market P/FV is 1.02
IBM to outperform market
Investment period 3 yrs

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Member Avatar Kanga88 (< 20) Submitted: 2/25/2014 12:06:26 PM : Outperform Start Price: $183.76 IBM Score: +2.71

It is in the midst of yet another repositioning for the future, this time the future revenue momentum from leading the supercomputing era, aka WATSON.
The company has the most valuable and highly profitable franchise of serving the technology needs of institutions globally since computing becomes commercialized in world history. It has overcome the headwinds from mega trend changes a few times by changing tack, a marvelous feat given its supertanker scale. The last transformation led by Louis Gerstner means that its sterling human capital was refreshed, with a leftover leadership culture which should support the current round of transformation. After all the downsize risk of owning this stock is acceptable, especially when the S&P corrects from the run up of 2012/2013.

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Member Avatar Bruzer1 (72.51) Submitted: 2/4/2014 5:26:46 PM : Outperform Start Price: $94.88 IBM Score: +55.82

Top 5 in patents applied for in 2013.

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Member Avatar StewpotDrew (31.94) Submitted: 2/3/2014 12:26:15 AM : Outperform Start Price: $175.06 IBM Score: +3.79

Because I'm a masochist and like to lose money. (Blatant attempt at inoculation v. bad mojo).

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Member Avatar edspain (< 20) Submitted: 1/31/2014 3:55:03 AM : Outperform Start Price: $175.63 IBM Score: +3.05

Severely undervalued stock. They are not going to grow like crazy, but their price will catch up with their value eventually. Buybacks, BRK buys, 25% payout ratio - you can't keep a good man down ;->

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Member Avatar RickB9 (< 20) Submitted: 1/22/2014 9:06:59 AM : Outperform Start Price: $180.30 IBM Score: +4.36

Currently own @ 185. Will lighten up here and look for better entry point, say, $170-160.

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Member Avatar famiglia112 (< 20) Submitted: 1/21/2014 8:16:43 PM : Outperform Start Price: $179.39 IBM Score: +4.86

Still good P/E. Their services should continue to grow in value.

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Member Avatar IRA2014 (44.99) Submitted: 1/21/2014 1:13:48 PM : Outperform Start Price: $187.02 IBM Score: +0.36

Long support around $130.

Revenues dropping. Bought at 191, analysts say 10% earnings growth and stock yields 2%, we'll see.

Expect $300 EOY 2015, earnings continue growing but price stagnant for 1.5 year due to no rev growth, bought again at $186, probably should not have in retrospect. IBM is buying back huge amount of shares though, buffet likes and owns them.

Cheap is good but only if business is strong.

CWS picked IBM this year too. Their buy price $195 The more I look at this one the more I think I should have waited 6 months or a year on it. Too much spec here waiting for revs to return. Lower quality than I usually like but I will take a chance on old blue.

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Member Avatar DrydenTexas (91.96) Submitted: 1/21/2014 10:42:39 AM : Outperform Start Price: $186.11 IBM Score: +0.42

gblc

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Member Avatar billyhall (97.98) Submitted: 1/16/2014 8:02:42 AM : Outperform Start Price: $186.51 IBM Score: +0.73

Earnings are rising higher than current price. Buffet likes it. So do I. Mr. Market will eventually catch up.

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Member Avatar 2win (< 20) Submitted: 1/13/2014 4:10:54 PM : Outperform Start Price: $184.05 IBM Score: +0.98

rebuying lower

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Member Avatar lepera347 (66.31) Submitted: 1/13/2014 1:13:42 PM : Outperform Start Price: $183.86 IBM Score: +1.33

Transition to cloud will send these guys higher

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Member Avatar REVO999 (85.87) Submitted: 1/9/2014 10:11:37 PM : Outperform Start Price: $187.29 IBM Score: +0.13

I picked IBM 6 months ago and removed it having forgot about the reason for picking them in the first place. It's all about Watson.

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Member Avatar brschmid (< 20) Submitted: 1/2/2014 6:41:21 PM : Underperform Start Price: $184.82 IBM Score: -1.07

As a 30 year plus employee of IBM, I have watched this company slide down and rebound quite a few times. This time, though, I don't believe it is capable of recovering. IBM is known for treating its long-term employees like losing contestants in a beauty pageant and exploiting its younger workers with low wages and little respect. I discouraged my three extremely well-educated tech kids from working here. Their answer to me was "no one in our age group wants to work there anyway. We have better places to go." I think that says it all .... invest in the future, not in this poorly run dinosaur. I, for one, have sold my IBM stock and reinvested it in forward looking companies that understand their value relies on treating their employees well.

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