CM001’s Activity

Yesterday

NL

Boards Post

CM001 replied to the Last RoundUp board. 10:21 PM

Re: Combatting Complacency

a business is great if it has pricing power (is this a logical question for IBM?)

IBM is made of many businesses. Let us take their "cloud" segment:

The hosting, IaaS or infrastructure cloud has no pricing power. [more]

Sun Jul 26

NL

Boards Post

CM001 replied to the Falling Knives board. 1:49 PM

Re: IBM

already taken to the cleaners on my wdc stx positions among others such as QCOM.

Noticed EMC had 13% yoy decline on their legacy traditional storage. Wondering what this means to WDC, STX?

Thu Jul 23

NL

Boards Post

CM001 replied to the Falling Knives board. 4:19 PM

Re: AMZN

Let us see what this quarter brings.

The stock moved up $67 to $550 in after hours trading after the earnings report. That's is like $35 B move up. Wow

NL

Boards Post

CM001 replied to the Falling Knives board. 4:16 PM

Re: IBM

IBM’s strategic imperatives grew 30% over the first half of the year.

There is lot of cannibalization going on here. IBM's cloud revenue are in some cases just re-classification.

NL

Boards Post

CM001 replied to the Falling Knives board. 4:08 PM

Re: IBM

d rather take Oracle with flattish revenue with net cash, solid FCF, recurring revenues from license and maintenance.

As you know oracle is transitioning to "cloud" what that means, they are going to miss those big one time [more]

Wed Jul 22

NL

Boards Post

CM001 replied to the Falling Knives board. 9:05 PM

Re: IBM

Even at 10x FCF, assuming $12B cash flow, we are looking at another 25% drop. I would say the odds are higher for $120 price than $200 price.

NL

Boards Post

CM001 replied to the Berkshire Hathaway board. 10:59 AM

Re: ibm revenue collapse

oh that was a sarcastic comment.

NL

Boards Post

CM001 replied to the Berkshire Hathaway board. 10:58 AM

Re: ibm revenue collapse

IBM is a dud investment. If you cannot tell 5 years in, you should introspect your circle of competence again.

I have been fairly bearish on IBM for quite sometime now. I am not sure whether your post is directed to me.

Tue Jul 21

NL

Boards Post

CM001 replied to the Berkshire Hathaway board. 11:22 PM

Re: ibm revenue collapse

They love to point out how the revenue from strategic imperatives is soaring

It is funny IBM claims their cloud revenue is growing at 30%. I wish they could break it into new logo's, organic growth viz-a-viz cannabolizing existing [more]

Mon Jul 20

NL

Boards Post

CM001 posted to the Real Estate Inv. Trusts: REITs board. 11:39 PM

anyone looking at SHO?

<EOM>

NL

Boards Post

CM001 replied to the Falling Knives board. 3:21 PM

Re: AMZN

Either something has to change in a big way (which of course it will, I just don't know how), or they're worth under $10 a share.

I haven't seen any change to the way they run their business. The only change I could see is their cash [more]

Sat Jul 18

NL

Boards Post

CM001 replied to the Political Asylum board. 5:42 PM

Re: Pertinent questions RE Iran

No, try again with a point that has something to do with today's event. Pertinent questions and all that.

Suddenly, what Reagan would do is no longer relevant to Republicans. very convenient.

NL

Boards Post

CM001 replied to the Political Asylum board. 4:02 PM

Re: Pertinent questions RE Iran

Let us try again "Ronald Reagan".

NL

Boards Post

CM001 replied to the Political Asylum board. 4:01 PM

Re: Bibi Netanyahu Was the Iran Deal’s Mos

Exactly how many times has Israel threatened to remove Iran from the map?

Pakistan threatens all the time it will wipe India from the map and will not hesitate to use its nukes.

How come it is okay for Pakistan, which also [more]

NL

Boards Post

CM001 posted to the Political Asylum board. 3:49 PM

Question to Crazy Fire group

How could you still support Donald Trump? I don't agree with many views of John McCain, but attacking his service record, and attacking his POW status, is low even for republicans. I don't know whether Trump is merely traveling on Bush/ Rove path or [more]

NL

Boards Post

CM001 replied to the Real Estate Inv. Trusts: REITs board. 2:00 PM

Re: CCG Preferred about to get Waldenized?

Any preferred stock is subject to the possibility of a takeover. Should the whole sector be avoided because of some disaster scenario that has never occurred before?

The history is an example quoted by people for 2007 financial [more]

NL

Boards Post

CM001 replied to the Political Asylum board. 12:25 PM

Re: Pertinent questions RE Iran

I have a bridge in Brooklyn for you.

You mean the one Ronald Regan bought?

NL

Boards Post

CM001 replied to the Falling Knives board. 12:08 PM

Re: SYNT

William Blair also downgraded yesterday.

NL

Boards Post

CM001 replied to the Falling Knives board. 12:04 PM

Re: FKA : My entire portfolio

they want to do roll ups at 2-3x EBITDA or something very cheap.

What is their history on this?

NL

Boards Post

CM001 replied to the Falling Knives board. 11:52 AM

Re: STX...Seagate again.

industry has consolidated over last 3 years so i would not go by that metric. see the FCF, margins, stable profits annually for last 3 years for WDC and STX

Where do you see the sales going? Also, when the sales starts going down at [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75190
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite TMFBent
Go to CM001’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 5534
Recs Received 6587
People who have rec'd these posts 1239
Recs to Posts Ratio (last 30 days) 8.70
Threads Started 831
Threads Started Percentage 15.02 %
Most Frequent Board Political Asylum
Very First Post A HGS: Select Comfort post. (8/13/2004)
Percentage of Posts Rec'd 41.43 %
Show CM001’s 10 Latest Posts