招摇一下，买进了IBM，做长期。

小牛

在401K睡觉

jamesmith

I bought a little too, hoping it goes near $180

由自到自

反了，做短期合适，做长期将面临中期调整，极端煎熬

小牛

有点不解，你希望它跌

小牛

由自到自 发表于 2013-4-19 12:04 PM
反了，做短期合适，做长期将面临中期调整，极端煎熬

我一般是做抗战的打算，当然还是机动灵活地。。。

jamesmith

小牛 发表于 2013-4-19 12:04 PM
有点不解，你希望它跌

Had been waiting for a while to buy it below $180......
I just bought a little bit...wanted to buy more at lower prices...

also IBM still have $6.2 billion left on current buyback program...lower stock prices = more share buyback by them.

Current market cap is 213.81B. 6.2/213.81 is 2.9%. That means EPS of my holding goes up by 2.9% :)

小牛

Understood, sir

amberlight

小心吧，我看是要到156，祝好

小牛

amberlight 发表于 2013-4-19 12:18 PM
小心吧，我看是要到156，祝好

所以我是小批试水，逐步买进

amberlight

那就好。。。

小牛

谢谢

dividend_growth

IBM的结果非常得差，不管里面有没有老巴，俺现在肯定不会买

Sparrow

IBM的结果非常得差

Earnings came in slightly below estimates at $3.00 per share (versus the $3.05 expected).
Revenues were $23.41 billion, versus estimates for $24.62 billion.

The company re-affirmed its previous forecast for full-year earnings. The stock is trading lower in the after-hours session.

jamesmith

earning is not great...

http://www.nasdaq.com/article/ib ... 238577#.UXGFSfJvVK8

In the reported quarter, net income was $3.38 billion or 14.4% of sales compared with $3.27 billion or 13.2% in the year-ago quarter and $6.13 billion or 20.9% in the previous quarter.

Earnings jumped 7.9% from the year-ago quarter driven by margin expansion (23 cents) and aggressive share repurchase (13 cents), which fully offset weak revenue growth (negative impact of 14 cents). On a sequential basis, earnings plunged 44.3% primarily due to lower revenues.

IBM ended the quarter with $11.99 billion in total cash and marketable securities, compared with $11.13 billion in the previous quarter. At the end of the first quarter, total debt was $33.40 billion compared with $33.27 billion in the prior quarter.

IBM reported cash flow from operations (excluding Global Financing receivables) of $2.43 billion versus $2.87 billion in the year-ago quarter. In the reported quarter, IBM generated free cash flow of $1.70 billion, significantly down from $1.87 billion in the year-ago quarter.

IBM paid dividends worth $950.0 million and bought back 12.3 million shares in the quarter for $3.5 billion. At the end of Mar 31, 2013, IBM had $6.2 billion remaining under its share buyback program.

IBM forecasts fiscal 2013 operating earnings of at least $16.70 per share, an estimated 9.5% increase from $15.25 reported in 2012. Tax rate is expected to be approximately 25% for the next three quarters.

小牛

确实看到了18X。
下星期考虑追加

jamesmith

source: http://blogs.wsj.com/moneybeat/2 ... r-the-record-books/

IBM’s Slump One for the Record Books

If it weren’t for IBM IBM -8.20%, the Dow would be up by more than 100 points.

Instead, it’s down for the day.

Big Blue’s shares dropped as much as $16.11, or 7.8%, to $191.04 on Friday, after the tech giant’s quarterly results fell short of analysts’ expectations. IBM’s drop, alone, subtracted as many as 123.73 points from the price-weighted Dow, which is more heavily swayed by components with larger stock prices (such as IBM) as opposed to smaller ones (such as Bank of America BAC +2.01%).

The Dow recently fell 20 points, while both the S&P 500 and Nasdaq Comp were trading in positive territory. While the Dow has suffered back-to-back days of losses, it has yet to incur three straight days of declines in 2013, its longest stretch ever to kick off a new year. That streak is in jeopardy.

At session lows, IBM suffered its biggest one-day dollar drop since October 2000, and its largest percentage decline since May 6, 2010, the day of the Flash Crash.

IBM’s decline also wiped about $18 billion off its market capitalization, or roughly the equivalent of the the Gap’s entire market cap. IBM’s market cap is still above $215 billion and remains in the top 10 of the S&P 500, lagging behind Exxon Mobil Corp XOM +0.45%Apple Inc. AAPL +0.75% and others.

当时惘然

飞矢勿接 ...

小牛

有些抢跑，量很少地试试水水而已

Sparrow

量很少地试试水水而已

Is that way the ID is 小牛? You may want to sell when it bounces (next Mon or Tue?) and then buy dip around 18X.
My 2￠.

小牛

Sparrow 发表于 2013-4-19 02:57 PM
Is that way the ID is 小牛? You may want to sell when it bounces (next Mon or Tue?) and then buy d ...

多谢指点，，，，俺在逐步完善自己长线的做法。