招摇一下，买进了IBM，做长期。

wsjboy

130424 1e T,  


~~~~~~~~~~~~~~~
T, tech,AT&T, Inc.,telecm servcs-domstc, in dvinc_set sp500_set
pe 32.23,peg 5.56,alpha 11.10,beta 0.53,div 4.62 -,er 130423 ,insi 0.03 -21.83,inst 56.33 -0.37,
rating         Buy        dn  strong sell        sell-if        [1121 -2]        0.70        2        0
        -        -        FFF        FFF        CFF        -        -        DTT        DTT        CFF
yahoo google fool finviz
~~~~~~~~~~~~~~~

wsjboy

wow! Luckily, I don't have T in my portfolio

wsjboy

I have a little VZ, VZ is also down, but not that much

小牛

wsjboy 发表于 2013-4-24 10:30 AM
I have a little VZ, VZ is also down, but not that much

since I don't have T or VZ, think to buy one of them.

Thank you,

wsjboy

130424 1e VZ,  


~~~~~~~~~~~~~~~
VZ, tech,Verizon Communications Inc.,telecm servcs-domstc, in sp500_set
pe 130.8,peg 17.44,alpha 30.20,beta 0.45,div 3.94 -,er 130418 ,debt 1.59,insi 0.01 -7.86,inst 55.31 -0.27,
rating         Strong Buy        dn  sell        wait        [1211 1]        0.70        2        0
        -        DTT        -        FFF        CFF        -        CTT        -        -        FFF
yahoo google fool finviz
~~~~~~~~~~~~~~~

wsjboy

小牛 发表于 2013-4-24 11:55 AM
since I don't have T or VZ, think to buy one of them.

Thank you,

IMHO, it is NOT time to buy either one of them yet.

小牛

wsjboy 发表于 2013-4-24 11:16 AM
IMHO, it is NOT time to buy either one of them yet.

Ok，I will watch a while and then decide to buy or not.
Also May is coming soon, I worry about it and will control the risk.

jamesmith

IBM announced plans on Tuesday to hike its quarterly dividend by 12% and bolster its stock buyback program by $5 billion, marking the latest efforts by the tech giant to return cash to shareholders.

In here you can see IBM's dividend history from 1913. http://www.ibm.com/investor/pdf/ibm_ir_dividends_2010.pdf
This is an extraordinary company with a proven track record.
The 12% increase makes quarterly dividend from $0.85 to $0.952. Additional $5 billion buyback with remaining $6 billion makes total $11B buyback. 4.9% of current market cap.

小牛

jamesmith 发表于 2013-4-30 11:33 AM
IBM announced plans on Tuesday to hike its quarterly dividend by 12% and bolster its stock buyback p ...

谢谢分享。
中长期依旧看好IBM, 但不是作为投资的主力。

jamesmith

小牛 发表于 2013-4-30 11:35 AM
谢谢分享。
中长期依旧看好IBM, 但不是作为投资的主力。

不是作为投资的主力, then you must have other companies that are better investments.
Do you mind sharing some of them?  :)

I am not saying IBM is the best, just curious what companies you find are better.

小牛

jamesmith 发表于 2013-4-30 11:39 AM
不是作为投资的主力, then you must have other companies that are better investments.
Do you mind  ...

我有些IBM和一些其他的长期投资。我知道IBM不是最好的（但我也找不到最好的）我要的是稳定，符合我的分散投资原则和满足我的投资目标（很低）就好。IBM只占我投资组合的一小部分。类似IBM, BRK.B会占20%的样子。

jamesmith

小牛 发表于 2013-4-30 11:49 AM
我有些IBM和一些其他的长期投资。我知道IBM不是最好的（但我也找不到最好的）我要的是稳定，符合我的分 ...

I have IBM and BRK.B too...
since you only put 20% in companies like IBM and BRK.B, there must be other businesses that you think are better then them. Please share some if you don't mind... :)

小牛

jamesmith 发表于 2013-4-30 12:15 PM
I have IBM and BRK.B too...
since you only put 20% in companies like IBM and BRK.B, there must be ...

主要有SSO, QLD, UYG, IBB, FCX还有些REIT。
见笑了。

ctcld

作为ibm的长期股东，我就不参与赌博，但是为IBM回到200以上而高兴。。。

bubbleabc

ibm 真找不到好的投资方向了么。。。。。怎么开始回购股票

小牛

bubbleabc 发表于 2013-4-30 08:33 PM
ibm 真找不到好的投资方向了么。。。。。怎么开始回购股票

我倒觉得，这是为了安抚回归投资者。和投资方向无关。

jamesmith

bubbleabc 发表于 2013-4-30 08:33 PM
ibm 真找不到好的投资方向了么。。。。。怎么开始回购股票

IBM started buyback long time ago... -_-!

Total common shares outstanding (in millions)...
2009: 1,305.34
2010: 1,227.99
2011: 1,163.18        
2012: 1,117.37