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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (65220)10/20/2020 7:20:56 PM
From: Spekulatius2 Recommendations

Recommended By
Jurgis Bekepuris
Lance Bredvold

  Read Replies (2) of 78753
 
I too added some IBM. Let go 15% of my INTC high cost shares (8% gain from my Buy on 7/24/2020 earnings).
Seems a bit like selling flowers to buy weeds.

FWIW, what IBM calls cloud business is loosely related to the cloud, but it is at really cloud business. They are better at creating narratives for investors than running their business and this has been the case for more than a decade.
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