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


To: staring who wrote (58657)12/10/2016 9:06:28 AM
From: CitizenKane  Read Replies (1) | Respond to of 78817
 
I understand that. Invest in IBM in this case. At that price I think it's interesting.

There are many positive points. The management is amazing, the strategy is good and the financial health is excellent. There are growth opportunities with a yield of 3.3% and lots of share repurchases. In summary this a Value and Growth Stock. A bit like Liberty Global but with more growth and less risk.

Of course, there are many uncertainties and the strong dollar should still penalize the next results. But I think it could bring big gains in the long term. Virginia Rometty did with IBM a bit what Jack Welch did with GE. She keeps the best activities and drops the worst.

AI, cloud and data analysis are promising even if with the technology sector it is very difficult to anticipate the future.