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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (55219)	4/22/2015 8:33:33 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78627

Regarding: "I sold my IBM position today." Okay, but you still seem to be with it. If FRFHF is still among your largest positions, Mr. Watsa increased his IBM holding about 28% latest reporting period to now make it 14% of the fund.

To: Jurgis Bekepuris who wrote (55219)	4/23/2015 9:20:13 PM
From: Doc Bones	Respond to of 78627

I don't like IBM, the company, though the following might be good for the stock. China has been heavily pressuring US tech cos. to turn over their source code, security keys, etc., and they're trying to hang together and fight it. The only one to knuckle under - IBM. Though it's a complex situation. IBM is the outsourcing king also. nytimes.com IBM Project in China Raises U.S. Concerns By PAUL MOZUR APRIL 19, 2015 HONG KONG — Shen Changxiang, who once supervised the cybersecurity of China’s strategic missile arsenal and spearheaded computer security research for the navy, has warned of the perils of his country’s reliance on American technology. Yet in December, the 74-year-old former military engineer, one of China’s top-ranking cyberofficials, quietly started working with a company synonymous with American technological prowess: IBM. Mr. Shen’s task is to help a little-known Chinese company absorb and build upon key technologies licensed by IBM, according to a statement posted on a Beijing government website...

To: Jurgis Bekepuris who wrote (55219)	4/24/2015 9:38:38 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78627

Some of the COBF threads seem to be more debates than discussions, There are many Bulls and a few bears and typically the two sides stop listening to each other but still trade arguments, Kind of pointless, Imo. I am an IBM bear because I think it's a melting ice cube basically. Management is good about making the numbers and financial engineering, but they don't know how to grow the business and as business lines get commoditized, they get simply sold of. It works, but if you think about it, Who would want to work at a place like that, if you can get a job at Google, Microsoft, Facebook or some other growing business.