The Money Runner
Big Blues for IBM
https://www.youtube.com/watch?v=9_0NuRSEw5M&feature=youtu.be David calls out IBM executives for using stock buybacks to hide the fact that they aren’t growing. Revenue and cash continue to decline while debt climbs.
HP Splits in Two – Sell the News!
By David Nelson, CFA Something was bound to happen at HP so it seems fitting we’d get a breaking story of a large reorganization just days before their analyst meeting on October 8th. For weeks there have been rumors Hewlett Packard (HPQ)* was considering a merger with EMC (EMC). Apparently those talks broke down. I […]
The Magnificent Seven of Old Tech
By David Nelson, CFA In the last few days we’ve seen a massive rotation from the market’s biggest winners to what investors refer to as Old Tech. For those of you not in the markets long enough to remember the Magnificent Seven, there was a time when (AAPL), (INTC), (MSFT), (IBM), (ORCL), (CSCO), & (EMC) […]
Business News Network – Bears Scored a Couple of Touchdowns
David talks with BNN’s Catharine Murray about the big sell-off in global markets
Emerging Markets Trigger Selloff – What You Should Do Right Now
By David Nelson, CFA Last week the Bulls fumbled the ball and Bears seized the opportunity to put some points on the board. It’s too early for end zone dances but I see a lot of high fives on their side of the field, while the rest of us brush off the dirt and get […]
The Willis Report – Fox Biz – 2014 – Jobs – IBM
http://youtu.be/c8sorU_OAQQ David Nelson discusses his target for the markets in 2014 and shares his views on job growth as well as IBM’s broken business model.
