International Business Machines Corporation
$0.19 (0.14%) Today
52 Week High
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7 Days Mentions
Most U.S. patents granted in 2020: IBM: 9,130 Samsung: 6,415 Canon: 3,225 Microsoft: 2,905 Intel: 2,867 Taiwan Semi: 2,833 LG: 2,831 Apple: 2,791 Huawei: 2,761 Qualcomm: 2,276 Amazon: 2,244 Sony: 2,239 BOE Technology: 2,144 Toyota: 2,079 Ford: 2,025 Google: 1,817
My boomer mom (born 1951) just started investing a little for fun last spring. I turned her onto NVDA. She bought IBM against my advice because boomer and she can't be up very much on it. She bought COP all on her own though and she's way up on that
> Stop using the "appeal to authority" fallacy. The video isn't them saying 'EBITDA IS DUMB' over and over, it's explaining why it's dumb. It's not an appeal to authority, it's referring to an argument made by someone who happens to have a lot of authority (because their arguments tend to be right). Argue with their argument if you like. Refusing to do and pretending I'm referring to a mere claim - not an argument - made by someone authoritative - is not an argument. > They focus on value companies Well your understanding of Buffett is at least 50 years out of date. > and have absolutely missed the boat on all tech growth ... > other than AAPL. you mean they don't invest in Amazon or Snowflake or IBM? Or that Apple, as the largest tech growth company in the world, **and by far their largest holding at 50% of their stock portfolio**, doesn't count as them being invested in tech? "Other than apple" when it's fully 50% of their stock portfolio seems profoundly dishonest as arguments go. They're probably more highly invested in tech growth in their portfolio than most people on /r/investing. > please tell me... Please tell me.... why? what do I have to do with anything? how about: go away? > I know you think highly of yourself and your knowledge why are you doing this? > Ask yourself, at your age, why arent you 1,2,3,5+ million deep as a NW? (I know for a fact you don't have anywhere near those amounts, call it intuition..). report time
> Lol you don't think MSFT is going to be around in 30 years **Why should I discuss anything with someone who puts ridiculous words in my mouth that I've never said?** For what it's worth though, I'm an IT OG and have been working with computers since the mid 80s so I **could** actually argue against this random statement you've made about MSFT, from a 'what can happen in 30 years' perspective. I have seen many great IT companies stopped or stagnated or totally changed in my time. Oracle seemed unstoppable, but nowadays, with postgresql being free and amazing, I think only an idiot should hold Oracle; they're still around and making money, but for how long? Apple once (or twice) looked like it would perish. Sun microsystems? Used to be found everywhere, invented Java etc. Cray? Who's ever heard of Cray now. Yahoo used to be bigger than Google. IBM used to be king. HP too used to be amazing, world leading tech. Heck, HTC used to be a leading phone manufacturer. So did Nokia. Where's Windows Phone these days? etc. Those aren't even 30 years back, barely 10-15. God, look at the hard drive sector! It's been annihilated via consolidation. PowerPC chips used to be great performers, 3DFX were amazing, now they're gone. The world changes faster than you'd ever think possible.
Yes I did know that 1) Cisco was one stock, not a portfolio of growth stocks (either your own picks or ark) and was farrrrr more overvalued than even the more sketchy of arks picks, it traded at 200 p/s as the largest mkt cap company in the world at the time, can you even imagine? 2) this isn't the dot-com bubble, not even close, it's a regular rotation of money and exactly the points at which people should be deploying capital 3) We have shit like Walmart and IBM trading at p/e of 50 and 25 despite not growing at all or showing no signs of better than single digit growth and people are worried about the multiples of tech. Actually hilarious. Anyway, I won't convince you, I don't need to, peace
Trading/investing in much more accessible these days, I can buy 30k$ worth of stocks in 20 seconds on my phone between two bites of my lunch. Don’t think that was as easy back in those days, thus the fast selling and in reverse the fast buying that we saw in 2020, algos are probably a lot more efficient and fast now, just think about internet speed back then and nowadays. Same thing when people talk about the great depression, your great grandfather had to hop on his horse and ride it for 4 hours to get to the bank to sell his IBM shares, so buying the dip and DCA was probably not an option for regular people back then comparing to now
The computer as we know it was actually invented by IBM. Microsoft created DOS for it and for all the clones of the IBM PC. As it is even today, IBM didn't care for the market outside the enterprise world so they did not lock the architecture of the PC by patents thinking nobody needs a computer outside the office. Boy they were wrong. 🤭
Going to be rough. Russia probably invades Ukraine, tensions build with China until midterms. I think diplomacy will solve the China problem after the midterm elections. Yield, gold, energy, interest rate sensitive, dependable growth. NEM, ENB, OKE, C, VIAC, PLTR, IBM, PFLT, IRM. Positioning for 23, KWEB, TLRY.
The "good short term return" is the difficult part, since we're in a bit of a market slump that may be quite prolonged, and we're also experiencing a rotation from tech into value and possibly into emerging markets with a weakening dollar, but nothing is certain. You also should define "good" as you engage in your planning. In general, you might want to look mostly at ETFs to avoid making missteps with individual stock picks, because your strategy of relying on Redditors to pick stocks for you is the essence of uninformed investing (absolutely no offense meant, just trying to protect you). Do you know about portfolio backtesting? Tools like the one below can help you see how a portfolio you're considering would have performed in the past, through market corrections, etc. Even this does not make you perfectly safe, of course, because today's market is unique in history, plus in general past results don't guarantee future ones, ever. Here's a sample portfolio: https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=2&startYear=1985&firstMonth=1&endYear=2022&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=100000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=3&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=1&leverageRatio=15.0&debtAmount=0&debtInterest=1.0&maintenanceMargin=25.0&leveragedBenchmark=true&reinvestDividends=true&showYield=true&showFactors=false&factorModel=3&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=TQQQ&allocation1_1=15&symbol2=UPRO&allocation2_1=15&symbol3=PSLDX&allocation3_1=30&symbol4=PRU&allocation4_1=10&symbol5=STWD&allocation5_1=10&symbol6=IBM&allocation6_1=10&symbol7=MPW&allocation7_1=10&symbol8=QQQ&allocation8_2=100&symbol9=SPY&allocation9_3=100
TDOC, TSLA (If they smash their deliveries target again + 2 factories ramp up quickly + some advancement in FSD beta), IBM (if their AI/Cloud business grow by double digits - as they have completed their spinoff).
It is a very crowded space including some deep pocketed competition such as MSFT, IBM and ORCL. That concerns me. FWIW, my CS ranking is ZS, CRWD, PANW, NET/FSLY & OCTA. I'd start positions at the 10 delta for weekly puts, roll down and out for a credit when tested, and then start building a position once this sell off ends. My $0.02.
Origin just announced another blockbuster PR on Monday (huge deal with Mitsui including purchase agreements). Then on Tuesday they announced they won another award, this time the "BIG Innovation Award" (BIG = Business Intelligence Group) for its leadership in the ESG space. Past recipients of this award include Google, IBM, PepsiCo, Colgate-Palmolive, and Dow. Both huge deals, price has barely moved. This company has juggernaut potential. ✅CARBON. NEGATIVE. ✅167%+ short-term upside based on average analyst PT of $16.75 ✅Unbelievable long-term upside ($1T+ TAM, $4.2B off-take inked ALREADY - $700m+ QoQ, higher next ER) ✅Monster partners (Pepsi, Nestle, Danone, Mitsubishi, Ford, Mitsui, Palantir, PrimaLoft, Kolon, and many others) ✅Cash on hand for the first two factories (no dilution) ✅USDA certified biobased product ✅Brilliant, personally invested management (insider buying) ✅Ready to pivot to compostable PEF when demand dictates (same production line) ✅Origin's PEF/PET is DROP-IN READY and CHEMICALLY IDENTICAL to petroleum plastics (no costly equipment upgrades) ✅Origin's PEF/PET is cost-competitive with petroleum-based ✅Feedstock = cheap waste material (virtually unlimited quantities) ✅High-value post-process byproducts (HTC for one) ✅Endless uses for their patented chemistry (plastics, surfactants, lubricants, paint, fertilizer, asphalt, fabrics/textiles, car parts, on and on and on - remember $1 TRILLION TAM+) ✅Barron's write-up: https://www.barrons.com/articles/start-up-is-taking-carbon-neutral-plastics-to-asia-51641831879 ✅Forbes write-up: https://www.forbes.com/sites/jimvinoski/2021/08/31/has-origin-materials-cracked-the-code-on-carbon-negative-plant-based-plastics/
Origin just announced another blockbuster PR on Monday (huge deal with Mitsui including purchase agreements). Then on Tuesday they announced they won another award, this time the "BIG Innovation Award" (BIG = Business Intelligence Group) for its leadership in the ESG space. Past recipients of this award include Google, IBM, PepsiCo, Colgate-Palmolive, and Dow. Both huge deals, price has barely moved. This company has juggernaut potential. ✅CARBON. NEGATIVE. ✅167%+ short-term upside based on average analyst PT of $16.75 ✅Unbelievable long-term upside ($1T+ TAM, $4.2B off-take inked ALREADY - $700m+ QoQ, higher next ER) ✅Monster partners (Pepsi, Nestle, Danone, Mitsubishi, Ford, Mitsui, Palantir, PrimaLoft, Kolon, and many others) ✅Cash on hand for the first two factories (no dilution) ✅USDA certified biobased product ✅Brilliant, personally invested management (insider buying) ✅Ready to pivot to compostable PEF when demand dictates (same production line) ✅Origin's PEF/PET is DROP-IN READY and CHEMICALLY IDENTICAL to petroleum plastics (no costly equipment upgrades) ✅Origin's PEF/PET is cost-competitive with petroleum-based ✅Feedstock = cheap waste material (virtually unlimited quantities) ✅High-value post-process byproducts (HTC for one) ✅Endless uses for their patented chemistry ✅Barron's write-up: https://www.barrons.com/articles/start-up-is-taking-carbon-neutral-plastics-to-asia-51641831879 ✅Forbes write-up: https://www.forbes.com/sites/jimvinoski/2021/08/31/has-origin-materials-cracked-the-code-on-carbon-negative-plant-based-plastics/
Origin just announced another blockbuster PR on Monday (huge deal with Mitsui including purchase agreements). Then on Tuesday they announced they won another award, this time the "BIG Innovation Award" (BIG = Business Intelligence Group) for its leadership in the ESG space. Past recipients of this award include Google, IBM, PepsiCo, Colgate-Palmolive, and Dow. Both huge deals, price has barely moved. This company has juggernaut potential. ✅CARBON. NEGATIVE. ✅167%+ short-term upside based on average analyst PT of $16.75 ✅Unbelievable long-term upside ( $1T \+ TAM, $4.2B off-take inked ALREADY - $700m+ QoQ, higher next ER) ✅Monster partners (Pepsi, Nestle, Danone, Mitsubishi, Ford, Mitsui, Palantir, PrimaLoft, Kolon, and many others) ✅Cash on hand for the first two factories (no dilution) ✅USDA certified biobased product ✅Brilliant, personally invested management (insider buying) ✅Ready to pivot to compostable PEF when demand dictates (same production line) ✅Origin's PEF/PET is DROP-IN READY and CHEMICALLY IDENTICAL to petroleum plastics (no costly equipment upgrades) ✅Origin's PEF/PET is cost-competitive with petroleum-based ✅Feedstock = cheap waste material (virtually unlimited quantities) ✅High-value post-process byproducts (HTC for one) ✅Endless uses for their patented chemistry ✅Barron's write-up: https://www.barrons.com/articles/start-up-is-taking-carbon-neutral-plastics-to-asia-51641831879 ✅Forbes write-up: https://www.forbes.com/sites/jimvinoski/2021/08/31/has-origin-materials-cracked-the-code-on-carbon-negative-plant-based-plastics/
Exactly. It is called patience. And in the end it would not have mattered all that much if I bought real estate, IBM stock, or oil rigs. Time is what makes investments grow. 99% of these people trying to get rich quick on crypto and YOLO are making the 1% who got in 5 years ago very rich
“Hahaha oh yeah growth stocks, I remember those. Like that old Cisco and IBM stock I bought decades ago, good times. Oh look I still own some of that. Oh yes they do pay me dividends now that they’re done making me a millionaire.”
I disagree with all the negative comments. Those people are setting themselves for failure. I bet Peter Lynch would disagree as well. Every high-quality book that addressed the goal of finding 10 baggers reaches the conclusion that they are to be found within microcap stocks (1B market cap at most, preferably below 500M). Having said that, of course it goes without saying that your due diligence should be on par as the risk is high and yes a higher percentage of them fail. But thinking that fortune 500 companies are entirely safe is equally one dimensional and moronic, check out the top 10 companies in the 80's (IBM and US steel aren't that safe in hindsight are they?), even Google and Microsoft went down by more than 50% in 2008. The truth is you are never safe in the stock market. If you like microcap companies and the potential rewards they have to offer, I recommend Peter Lynch books. His methods when combined with modern day alternative data have helped me find many multiple baggers, it just took me a lot of hours researching and performing due diligence. Do I do this full time? Not at the time of writing, but I did trade penny stocks full time for a living when I lost a job 2 years ago. They helped me stay afloat for a couple of months and as I get better with time I do intend to go back to doing this full time. ​ Good luck!
Ok, so they've doubled their fulfilment infrastructure. That's huge! Are they going to double it again this year? Or maybe just add 50% more? Because unless they double again, that would be slowing growth. AWS isn't a moat (Azure, Google Cloud, Oracle, IBM...) Of course they're going to keep growing. This is about the RATE of growth that the market expects. You're defending Amazon's valuation by giving me examples of overvalued companies? You know Amazon is ALSO a grocer, right? A grocer that you're paying x65 multiples for.
Thoughts on IBM as an ancillary investment in crypto? They offer a nice dividend and fly a bit under the radar Bc they are perceived as a legacy type dog in the tech world. But, IBM has been investing in blockchain for a while now and I’m wondering if there isn’t some potential here. I’m not very tech savvy so I would love to hear this community’s thoughts.
I've stayed out of pharma since I don't understand that industry. That might have been a mistake. Also, my biggest gains today are in AT&T, IBM, and Intel. I'm surprised by that. Also, I own a bunch of small and weird ETFs, so I'm just shocked all of them are down.
Lmfao I don’t understand dividend investors, especially whenever they pick stocks for it... like IBM is down 20% for the last 5 years, so they’re just now breaking slightly above even... you’re so much better off buying an SP500 fund at that point and forgetting about it.
Overvalued based on what? Its historical P/E ratios? People have been saying Costco as a consumer staple was overvalued 1 year, 3 years, 5 years, and 10 years ago. Costco is always trading at a high premium over the market and its peers. If you keep viewing it like that, you would've never invested COST in the first place, even though it already has proven itself for **a long period of time** that it could actually **grow** over its competitors. I bet you're one of those "value" investors who invested into IBM because its P/E ratio is always low. Yeah, that always being a cheap stock for the last 30 years. Just looking at some financial statistics and crunching some numbers are not fundamental analysis.
I hope Apple isn’t slow and steady It’s a major part of my portfolio. Apple still has the potential to be revolutionary and I think Tim Cook wants a Steve Jobs IPhone moment. AR glasses could be huge the auto industry maybe (an apple car would be awesome) VR has a lot of potential if you want to get an idea of the potential of the meta verse check out Entropias economy on you tube it’s 10 years or older now predates the NFT hype but functions in a similar but internet 2.0 with paper contracts. I think Sony will be on a long slow decline the way IBM and HP have been. There neglect in software is antiquated way to do business. It’s like they are stuck in a 1980s mind set build a new model (receiver etc) sell make another next year and then forget about last years model. For example I have the Sony 7.1 Atmos receiver the High end Sony 4K DVD player I can’t download an app that lets me stream the movies I bought on my PlayStation from Sony they don’t even give the option to purchase new movies on either device. I think they charge Hulu and Netflix to be pre downloaded to the DVD player. I’m hoping the AR glasses are revolutionary the VR should be cool but not life changing. I’m
I do this all the time, but do slightly OTM,$.50 cents. If it goes down slightly I am buying at a slightly better price and keep the premium. Everything else you said I agree. Also I only do it with stocks I want to own, ie just did Chevron and IBM.
Maybe maybe not becoming the biggest company. But you need to remember that’s just “Biggest” company on paper which with a stock market crash will wipe that out there hasn’t been a big company yet to survive long periods of time. Just look at IBM, Dell, and Exonn they were huge in the 90’s but not even close anymore. All Tesla needs is a correction in the market and that valuation will drop. Toyota is a bad comparison as of 2020 they sold 9.5 million vehicles globally Tesla won’t ever get close to that I think they sold just under 500,000 units worldwide. I remember reading an article where mathematician looked at the economics of Tesla specifically looking at the stock valuation vs physical prices of each unit Tesla. In order for Tesla to keep its $1 Trillion+ market cap their cars would be priced at $500,000 per unit. Nobody in their right mind would pay $500,000 for a base model S. Tesla is a cool car company and Elon is great but the math behind the economics of the company makes no sense and I don’t know one company that has ever survived with the math so off. Ford for example was also mentioned in that article for units sold vs market cap vs average unit price was around $24,000 which is right on with their stock evaluation. The other thing is Tesla was dead last for reliability scores on JD power yet they have the highest customer satisfaction which doesn’t make sense and the only conclusion i can come up with was JD power rankings were rigged or Tesla has many fanboys that will rank them high even tho they have more issues than any other car manufacturers per vehicle. I Think the stock is so high on Tesla due to many reasons such as being a new company relative to other car manufacturers (everyone wants the new shiny toy), Elon loves his memes and catches attention of the younger generation which want to buy his stock(crypto craze has contributed to that as well), he owns SpaceX which is a private company you can’t invest in yet so people throw money at Tesla because Elon owns both and like the guy, Tesla has used lots of tax payer money to build the company so development costs were minimal which offsets the ratio of development costs and profit, and a few others. Tesla has some real competition now from everyone small to big and offer compelling alternatives to Tesla. So again the company is great but the math and economics behind it don’t make sense which is why I don’t touch it but that’s ok everyone can knock themselves out with it and yeah there will be people who will make money but we can’t pretend it’s going to be like this forever.
They also may be able to derive revenue from patents on ideas that they can't turn into a successful product. They may have a decade or more of ideas which others will have to license from them, and enough money to fight the legal battles on those patents. That doesn't mean that Apple, IBM and Google, Facebook and a few others also don't have similar patents portfolios. Some of these companies can survive for decades off their cash and patents.
IBM just created the smallest chip this past year. Not sure why you think dying company. It has been the leader for years. It's one of the few with their capabilities. They one of the reasons why people walk around with smart phones and have small nice tablets. All the nice electronics that many take for granted today. It hasn't been that long since Atari was popular for a generation not real old. I don't see what they have cornered dying anytime soon. If anything It will only get larger.
Tale every dollar you can get.. Takes Fast Gains on high IV stocks and Go Heavy on the Big Boys!!! Still have $85 AMD & $100 IBM Calls that expire in April, used profits from F and CHPT (28 day max) Enjoy the Fire, also remember (XLF) majority holdings Banks FED Family Companies TSM earnings coming this week
Microsoft turned around because the new CEO understood the world had changed and how to compete in a new "cloud first" and open source embracing industry. The company was nimble enough to pivot under his guidance. IBM can't pivot like that. Sure they have always had a great research team; that team is all over AI and Quantum Computing, etc. The problem is their business side doesn't know how to monetise this research. The business side is only interested in servicing their traditional base: huge legacy enterprise customers, usually financial and government organizations. The newer companies like Microsoft, Apple, Google, etc targetted consumers and small to medium businesses. IBM never adapted to this. Even today much of their revenue comes from selling mainframes. This is why Watson never went anywhere. The customers IBM cares about just want simple reliable infrastructure to keep running their mission critical legacy software and that's all the business side of IBM cares about. All the fancy research they do is more like academic research: someone else may figure out how to monetise it, but that team is just doing it for the sake of knowledge.
Yes, because it's all about relative opportunity. Bonds actually provide yield and price stability when everything else is dying. Your comment is just another way to say "but stocks only go up" except in the real world, lots of tech is getting slaughtered and even the good megacaps can drop 40% or more. Bonds were a much better place to be than Microsoft, IBM, and Cisco in 2000.
This guy gets it IBM has been teying with AI from laat 7 yrs. They have delivered nothing. Seriously nothing, Watson is a waste. I mean Even Saleaforce's Einstein is better than it. I won't even compare Google or Amazon's. I know about Al/ML because I work on it daily (Can not reveal more) Lets see how much Ford and GM deliver EVs. Making promises and deliverinf 100K trucks are 2 different things. A srock going 4x on just a promise a receipe of pump and dump. Not value investing. Ford already has over $100B in debt and they'll be incurring even more trying to convert their ICE assembly lines.
Yes. IBM could be like Microsoft of the last decade. I don’t have a chart now. I’m on my phone. But Microsoft was going nowhere when Apple took off. And then. Microsoft became one of the most beloved stocks all over again. I don’t know IBM well. But AI is nothing to sneeze at. Even if they’re a weak player in a HUGE field. Ford and GM will be fine.