IBM - The Bear Case
by Sneha Shah
IBM (IBM) is the one of the world's largest technology companies, with a big presence in the hardware, software and services segment. The company is one of the pioneers of the technology industry, along with HPQ (HP) and is responsible for many of the crucial inventions (typewriters, mainframes, PCs) that have shaped the industry today. IBM has outperformed its major software peers like Oracle (ORCL), SAP (SAP) and Microsoft (MSFT) in the last 5 years, giving an 88% return to investors. However, over the last year the return has become quite tepid, as concerns over its stagnating revenues and increasing competition has concerned investors. We think that IBM may not be the best investment in technology services now, given that it can't seem to grow its topline. Its dividend yield at 1.7%, is also not exciting enough for a value/dividend investment. read more »
More on IBM
Whisper Number Impact: Earnings Preview For IBM by WhisperNumber
IBM Earnings Preview: What We're Watching by Trefis
IBM Shares Near An Inflection Point Ahead Of Q4 2012 Earnings And Guidance by Selerity Research
Other articles that mention IBM
Is Momentum Shifting For Hewlett-Packard's Stock? by BubbleBustInvesting
Wall Street Breakfast: Must-Know News by Wall Street Breakfast
Intel Upgrades Semi Equipment Stocks by Todd Campbell
Why are you receiving this? You subscribed to real-time article alerts at Seeking Alpha.
If this email was forwarded to you and you wish to subscribe to this email, click here.
Manage your emails:
Get alerts on additional tickers and manage all your email alert choices here
I'm getting too many emails: manage your email alert choices
I'm no longer following IBM: unsubscribe from all IBM email alerts
This type of alert isn't helpful to me: unsubscribe from article alerts on IBM
To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.
Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001
No comments:
Post a Comment