Category Archives: $IBM

Bad week for Buffett…$KO, $IBM whacked … and $MCD results poor..what should u do if you own these

We have spent the last 20 years being brought up on a diet of coke of burgers … now the the US has realised how bad for your health a diet of fizzy drinks and bread with processed meat in the middle really is ..

The trend is to eat mexican and Mediterranean food…and drinking just plain old mineral water…which is actually nicer than any fizzy or flavoured drink..

IBM is also facing a bleak future as you cant have a ‘5 year’ plan in the tech business…

Will Buffet dump his $KO and $IBM Stock – i think he should – look at the obscene amount of money the top brass at $KO get paid – even Buffett flinched!

$KO FV = 30 P/E = 19 on a stock which grows at 6%??
$IBM FV = 190 – although future EPS Forecasts are based on buy backs not revenue growth and the buy backs may not be sustainable

$MCD = 72

If you own one of these stocks SELL and buy the trend for the next 20 years
– BioTech, Mobile, Social and Healthy foods

$MSFT – good results – is old tech dead? Some FVs of Old tech Companies

$HPQ FV=34
$MSFT FV = 30 – results show PC is not completely dead
$IBM FV= 200
$INTC – FV= 20
$ADBE FV= 75
$EBAY FV= 45 – icahn declared big stake.

2CentView picks are
$HPQ – only half way through a turnaround strategy being well executed by Meg Whitman – upside potential in 3D printing and a recovery in PCs as seen by Intel and MSFT earnings calls. Buy around $29 – PT 34, Stop $25.

and $ADBE – cheap to FV – but current price does imply 40% 5Y growth – but this is a good cloud play.Buy around $60 – PT $75 , Stop $50.