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 john603 (53.84) Submitted: 1/29/2016 2:35:00 PM : Outperform Start Price: $124.18 IBM Score: +6.08

cloud is a success. version 10 is a touch hit. lots of service income. new boss will become well liked.

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Member Avatar falcon2382 (30.59) Submitted: 1/20/2016 8:39:07 AM : Outperform Start Price: $119.32 IBM Score: +6.46

Solid company transitioning into growth industry. The company that has weathered many storms and knows how to reinvent itself. IBM has a very strong and loyal customer base that they can tap while pulling from new market share. "Cloud" is finally a household word, but it still has a lot of room to grow and evolve and so many small, mid-cap, and a good chunk of large cap companies yet to invest in what I think will be an inevitable line on the capex report over the next decade. Well managed company, pays a hefty but dependable 4+% dividend while I wait for turnaround/transition to take hold. Buffet owns a large chunk of the company with vocalized intention to keep buying. IBM itself continues to buy back stock and at these prices will increase earnings per share dramatically. I started nibbling on the stock in real life at 130, but I will continue to buy in with a dollar-cost-average approach. At this price, I have more than a good margin of error for success long-term.

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Member Avatar benjiwulf (< 20) Submitted: 1/13/2016 9:43:17 AM : Outperform Start Price: $133.62 IBM Score: -0.60

While fundamental shift in computing have applied pressures to IBM over the last years. They continually move forward by selling of business segments within company portfolio and investing in new ventures that will not meet fruition until likely 1 to 2 years out. Between parting with AAPL and other companies, IBM will be bringing more and more consumer technology into our corporate board rooms and help automate functions across plant floor.

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Member Avatar CarthAnne (72.17) Submitted: 1/6/2016 6:30:53 AM : Outperform Start Price: $134.38 IBM Score: +0.91

Undervalued. Strong, sustainable dividend in a bearish market. Impatient investors expecting instant results fail to see the potential of IBM's continuing pivot toward the cloud and away from low-margin businesses. Expect good things.

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Member Avatar Willmech (58.42) Submitted: 12/29/2015 9:13:40 PM : Outperform Start Price: $139.55 IBM Score: +1.39

IBM's MobileFirst partnership with Apple. Also IBM's Watson Health and Watson Analytics.

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Member Avatar Folsomike (23.84) Submitted: 12/19/2015 3:23:06 PM : Underperform Start Price: $135.50 IBM Score: -1.71

IBM has had 14 quarters in a row of declining revenues. This is due to a shift in the industry from on premise computer infrastructure to off premise cloud offerings. This shift not only has affected IBM's computer infrastructure sales but also their SW, maintenance, and services revenue associated with maintaining in house computer infrastructure.

IBM has a strong offerings in Cloud, Business Analytics, SW as a service, mobile and security along with new business models like Watson but the revenues from these areas has not grown fast enough to make up for the decline in traditional revenues.

I expect 4Q 2015 to continue the streak of quarterly declines in revenue. I also don't believe IBM will return to growth until at 2017.

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Member Avatar fjmok (73.87) Submitted: 11/12/2015 1:37:16 PM : Outperform Start Price: $133.20 IBM Score: +5.39

Beaten down for being slow to transition to cloud computing. But they will transform in next 1-2 years and once they do, will execute well

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Member Avatar dcgatlanta (36.00) Submitted: 10/28/2015 12:35:46 PM : Outperform Start Price: $138.62 IBM Score: +2.37

IBM has been down for several years, and I'm predicting a turnaround. They still generate huge profits and deploy their cash toward dividends and buybacks. Seems like a very safe investment at this level.

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Member Avatar TheDistilled2 (< 20) Submitted: 10/21/2015 12:40:43 AM : Outperform Start Price: $138.95 IBM Score: +0.22

52 wk low SP500 TEST

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Member Avatar kitt9827 (< 20) Submitted: 10/20/2015 10:03:54 PM : Outperform Start Price: $138.95 IBM Score: +0.22

5 Year Low PE Ratio - Value Pick

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Member Avatar penywise (62.07) Submitted: 9/18/2015 8:06:39 PM : Outperform Start Price: $144.04 IBM Score: -6.42

At these prices you are picking it up at a discount to the price paid by Warren Buffet who has been building a substantial position (>8% of the company). I don't mind beating his price at all. At less than 10x forward earnings, 3.6% dividend, I feel like this is a good price, with a margin of safety. The company has been transforming itself into growth areas for past 3 years - as they have successfully done before. And if all else fails - maybe a little reversion to the mean to be in line with other blue chips.

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Member Avatar FoolGutek (78.59) Submitted: 9/6/2015 6:20:37 PM : Outperform Start Price: $144.50 IBM Score: -6.95

cloud, cloud, cloud

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Member Avatar trolldaddi (57.10) Submitted: 9/2/2015 10:11:09 AM : Outperform Start Price: $142.69 IBM Score: -6.84

History

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Member Avatar 20for5 (66.55) Submitted: 8/11/2015 3:08:33 AM : Outperform Start Price: $154.51 IBM Score: -6.73

I'm watching a group of 20 stocks that are predominately priced at or below fair value based on historic valuations. The portfolio has an above average starting yield of about 3.35% compared to the S&P 500's 1.95%. The portfolio is designed to replicate something I might choose in retirement in order to live off of dividends alone instead of share harvesting and was inspired by a series of articles by Chuck Carnevale. My goal is to not make any changes for at least 5 years unless a dividend is frozen, cut or, I see a golden opportunity that increases current income as well as offers a better than average chance at capital appreciation. The portfolio doesn't need to necessarily beat the market for me to be satisfied with it's performance but I expect it to competitive in both short and longer time horizons as well as generate a rising income stream.

See ya in 2020.

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Member Avatar Renonspe (< 20) Submitted: 8/5/2015 1:11:56 AM : Outperform Start Price: $156.33 IBM Score: -7.06

I new the run at the beginning of this year wasn't going to last. Too many scared investors that are going to buy in because of an article or 1000 on IBM being a value stock along with some good news about one of the many innovations IBM is spearheading (they set records for the number of patents for the past 16 year in a row)... The those same investors are just going to pull out as the market drama freaks them out.

If you buy this, buy it right after a quarterly report, then plan on just checking back at the end of each year to see if you feel they are on track. They missed their numbers because of the weak dollar, adjusted for the weak dollar they made their numbers... Add in a fed rate hike and next year this time we should be at the bottom of a very larg surge.

Times ahead are going to be volatile, however buy the time their current strategy really starts taking root the company will have gotten all of the underperforming LoBs of their books, and it'll be TOO LATE to invest in this stock.

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Member Avatar Herbstmd (36.07) Submitted: 8/1/2015 12:12:49 PM : Underperform Start Price: $158.88 IBM Score: +8.38

Falling away from anything practical for growth. Falling behind competitors, sitting on old laurels. A Has Been.

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Member Avatar kamikazefireball (49.56) Submitted: 7/17/2015 6:58:47 PM : Outperform Start Price: $169.78 IBM Score: -12.62

IBM's advancements in chip technology along with an increased focus on the ever-growing mobile segment will propel strong performance over the next few years.

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Member Avatar JimmyLocos (33.17) Submitted: 7/16/2015 2:08:34 PM : Outperform Start Price: $167.81 IBM Score: -12.08

WATSON.... thats the key for me. And their new soft cloud systems... looking goooooood.

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Member Avatar racoveanul (74.21) Submitted: 6/28/2015 5:26:20 AM : Outperform Start Price: $161.06 IBM Score: -10.52

INTL BUS MACH, ticker IBM, has a TTM ROE calculated by Zacks of 118,75%. It's one of my LONG picks.

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Member Avatar jrecords (31.11) Submitted: 6/22/2015 9:43:49 AM : Outperform Start Price: $164.88 IBM Score: -10.71

IBM continues to show it has the ability to innovate in a meaningful way. Its current valuation (11x earnings) and dividend payout (3+%) makes it hard to pass up.

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