Posted on 1/27/20
Why IBM's Solid Cloud Business Won't Lead to a Strong Dividend Increase
Instead of delivering a forecasted sixth consecutive quarter of year-over-year revenue decline, International Business Machines (NYSE:IBM) posted revenue growth during the fourth quarter, and non-GAAP (adjusted) . . .
Posted on 1/17/20
Better Buy: Cisco Systems vs. IBM
These days, the tech industry isn't short of non-profitable, high-growth companies. But if you prefer to invest in solid free-cash-flow machines that should still be able . . .
Posted on 12/16/19
Better Buy: AT&T vs. Verizon
The giant telecommunication providers AT&T (NYSE:T) and Verizon Communications (NYSE:VZ) have been following comparable trajectories. After some debatable acquisitions of media assets over the last several . . .
Posted on 11/25/19
Better Buy: CenturyLink vs. Frontier Communications
With the wide adoption of technologies like voice communications over the internet and high-speed broadband connections, telecommunication providers CenturyLink (NYSE:CTL) and Frontier Communications (NASDAQ:FTR) are both . . .
Posted on 11/25/19
Better Buy: CenturyLink vs. Frontier Communications
With the wide adoption of technologies like voice communications over the internet and high-speed broadband connections, telecommunication providers CenturyLink (NYSE:CTL) and Frontier Communications (NASDAQ:FTR) are both . . .
Posted on 11/19/19
Datadog's Stellar Earnings Come With a Stiff Valuation
Datadog's (NASDAQ:DDOG) first earnings report after its initial public offering in September didn't disappoint investors, to say the least. The cloud-based monitoring and analytics vendor released . . .
Posted on 10/21/19
IBM's Weak Results Hide Its Growth Potential
At first glance, International Business Machines' (NYSE:IBM) third-quarter results looked disappointing, featuring declining revenue and shrinking earnings per share. But as has often been the case . . .
Posted on 10/2/19
Don't Underestimate Datadog's Intensifying Competition
The monitoring and analytics software-as-a-service (SaaS) company Datadog (NASDAQ:DDOG) has been growing rapidly. But its impressive performance comes with a lofty valuation that the company's competition . . .
Posted on 9/24/19
Why IBM's Ready to Regain Growth
Tech giant International Business Machines (NYSE:IBM) doesn't seem like an agile, innovative company primed to outperform the fast-moving tech industry. IBM's large scale and long history . . .
Posted on 6/25/19
CNX Resources: Attractive Free Cash Flow Yield
SummarySince the end of 2017, CNX Resources improved its leverage while growing its production and reducing its number of shares.Yet, the stock price dropped by more . . .
Posted on 4/12/19
Bed Bath & Beyond: Choose Your Story
Summary Bed Bath & Beyond announced fiscal Q4 results slightly above the guidance. The long-term outlook is confirmed, but the guidance for fiscal Q1 is disappointing. . . .
Posted on 4/12/19
Bed Bath & Beyond: Choose Your Story
SummaryBed Bath & Beyond announced fiscal Q4 results slightly above the guidance.The long-term outlook is confirmed, but the guidance for fiscal Q1 is disappointing.The recent results . . .
Posted on 1/24/19
IBM Earnings: The Hidden Growth
SummaryQ4 earnings and 2019 guidance give the impression of a stable and flat business.The growing businesses become more and more important.Taking into account my growth estimations . . .
Posted on 1/11/19
Bed Bath & Beyond: Guidance Too Optimistic?
Summary Fiscal Q3 earnings as expected but management forecasts EPS growth sooner than anticipated. The valuation is low but management doesn't plan to boost the share . . .
Posted on 1/11/19
Bed Bath & Beyond: Guidance Too Optimistic?
SummaryFiscal Q3 earnings as expected but management forecasts EPS growth sooner than anticipated.The valuation is low but management doesn't plan to boost the share buybacks.I see . . .
Posted on 10/29/18
IBM: Acquisition Of Red Hat At A High Price
Summary IBM to acquire Red Hat at $190/share, corresponding to an enterprise value of approximately $34 billion. From a business perspective, the acquisition makes sense. I . . .
Posted on 10/29/18
IBM: Acquisition Of Red Hat At A High Price
SummaryIBM to acquire Red Hat at $190/share, corresponding to an enterprise value of approximately $34 billion.From a business perspective, the acquisition makes sense.I give my opinion . . .
Posted on 8/7/18
Ubiquiti: A Unique Company
SummaryUbiquiti is a unique growing company: It manages to sell commoditized products with high margins.Its success and original ownership brings scrutiny.The market prices the company for . . .
Posted on 7/20/18
IBM On Its Way To Growth
SummaryManagement is showing strong confidence with Q2 revenue growth.This optimism lacks balance: cloud, hardware, and consulting support this growth while all the other areas are still . . .
Charlotte Raleigh
