Q: Peter; Is the IBM announcement today,May26, a big deal or just hohum? Thanks. Rod
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Good day to you
what is your opinion about IBM in this current market
thanks
georges
what is your opinion about IBM in this current market
thanks
georges
- Activision Blizzard Inc (ATVI)
- Alphabet Inc. (GOOGL)
- International Business Machines Corporation (IBM)
- Roper Technologies Inc. (ROP)
Q: I have held IBM in my RRIF for several years. With dividends, I am about break-even on my purchase price. After the KD spinoff, I thought that IBM would move higher on P/E expansion to reflect higher earnings growth. This seemed to happen after the last quarterly earnings report, but now seems to be stalled. IBM popped up as good value on a P/CF screen you did in response to another client's question, so I am reluctant to sell it. However, you have also suggested in your recent answers to questions that GOOGL is very good value right now, and that the 20% discount from the offer price also makes ATVI good value. So would you wait for a turnaround in IBM and, if so, how long would you wait? Or would you move on and, if so, would you switch into GOOGL for a long term hold or ATVI for a short term profit? If the acquisition of ATVI closes within a year, a 20% return in a year, tax free in a RRIF, seems pretty attractive. The other company I have been considering as an IBM substitute is ROP. But your comments about the attractiveness of GOOGL and ATVI at current prices got me thinking. As always, I would appreciate your insights into the relative merits of these alternatives.
- Qorvo Inc. (QRVO)
- International Business Machines Corporation (IBM)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Open Text Corporation (OTEX)
- Lumentum Holdings Inc. (LITE)
- Kulicke and Soffa Industries Inc. (KLIC)
- MKS Instruments Inc. (MKSI)
- Dropbox Inc (DBX)
- Science Applications International Corporation (SAIC)
- VMware Inc. Class A (VMW)
- Dell Technologies Inc. Class C (DELL)
- Gartner Inc. (IT)
- ZoomInfo Technologies Inc. (ZI)
- Ziff Davis Inc. (ZD)
Q: Hi Research Team
I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal
I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal
Q: I have recently learned that the Kyndrel spinoff has been finalized. I have a position in IBM, so I expect I will be receiving some Kyndrel shares. Should I hold or sell these and buy more shares of IBM? I am a patient investor and understand the turnaround at IBM may take some time still.
My stake in IBM is in a dividend-focused portfolio with a risk profile similar to that of the 5i Income Portfolio (though holdings differ). Thank you.
My stake in IBM is in a dividend-focused portfolio with a risk profile similar to that of the 5i Income Portfolio (though holdings differ). Thank you.
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- International Business Machines Corporation (IBM)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
Q: Good morning. Would like your thoughts on this company and if at all it would be a stock to add to a portfolio
- Microsoft Corporation (MSFT)
- International Business Machines Corporation (IBM)
- Oracle Corporation (ORCL)
- Verizon Communications Inc. (VZ)
Q: Hi team,
I bought Verizon two years ago in expectation of a stable price and a good dividend. Two years later it is down 11% eating up the dividend and leaving me essentially where I started. Would it make sense to sell VZ and use the funds to buy IBM which has a similar dividend and perhaps some growth potential? I can also claim the tax loss on Verizon.
I bought Verizon two years ago in expectation of a stable price and a good dividend. Two years later it is down 11% eating up the dividend and leaving me essentially where I started. Would it make sense to sell VZ and use the funds to buy IBM which has a similar dividend and perhaps some growth potential? I can also claim the tax loss on Verizon.
- QUALCOMM Incorporated (QCOM)
- AbbVie Inc. (ABBV)
- Dow Inc. (DOW)
- International Business Machines Corporation (IBM)
- Kinder Morgan Inc. (KMI)
- Altria Group Inc. (MO)
- Pfizer Inc. (PFE)
- Verizon Communications Inc. (VZ)
- Williams Companies Inc. (The) (WMB)
- Western Union Company (The) (WU)
- Lumen Technologies Inc. (LUMN)
Q: Hi, as a retired couple looking for US div. Co.s for income and safety, please list from best to worst and those not to buy or your own preferred picks, thankyou
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOGL)
- International Business Machines Corporation (IBM)
- Topicus.com Inc. (TOI)
Q: Hello,
I am looking to purchase a stock for my RRIF. I would like to have something fairly safe.
With Amazon/Google being so expensive I would only be able to purchase a small number of shares but with Amazon having recently pulled back is now a good time to start a position? Where it is a RRIF would the dividend of IBM be a better choice or TOI for growth?
Thanks very much.
I am looking to purchase a stock for my RRIF. I would like to have something fairly safe.
With Amazon/Google being so expensive I would only be able to purchase a small number of shares but with Amazon having recently pulled back is now a good time to start a position? Where it is a RRIF would the dividend of IBM be a better choice or TOI for growth?
Thanks very much.
Q: Will Watson health separate from IBM? If it does separate what will be the impact on the IBM and Watson health stock?
- Alphabet Inc. (GOOG)
- Accenture plc Class A (Ireland) (ACN)
- International Business Machines Corporation (IBM)
Q: "Quantum computers would provide the computing power required to solve problems that are currently intractable for classical computers—at least in a timeframe that’s practical." Analytic Insights Magazine.
It lists top 10 quantum computing co in 2020 by alphabetical orders: Accenturre-ACN, Alibaba-BABA, AMZN, GOOG,, MSFT, INTC, IBM, BAIDU, AT&T, Atos Quantum. Your thought on 2021 on my preferences: IBM, GOOG and ACN
It lists top 10 quantum computing co in 2020 by alphabetical orders: Accenturre-ACN, Alibaba-BABA, AMZN, GOOG,, MSFT, INTC, IBM, BAIDU, AT&T, Atos Quantum. Your thought on 2021 on my preferences: IBM, GOOG and ACN
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- International Business Machines Corporation (IBM)
- Oracle Corporation (ORCL)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
Q: Hello,
I have been reading about FaaS (function as a service) and from my readings it is predicted this will grow in the next 5-10 years. Which current companies would be ones to invest in now in hopes for growth in the future?
I have been reading about FaaS (function as a service) and from my readings it is predicted this will grow in the next 5-10 years. Which current companies would be ones to invest in now in hopes for growth in the future?
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- International Business Machines Corporation (IBM)
- Cognex Corporation (CGNX)
- Alteryx Inc. Class A (AYX)
Q: Are there any companies i should look into that are in the machine learning and A.I. space. I believe there has been and will be great opurtunity here
- Cisco Systems Inc. (CSCO)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- International Business Machines Corporation (IBM)
Q: In a recent response to a portfolio question you said you couldn't comment on over 40 stocks in the portfolio but could comment on a few of them. Of IBM you said: "IBM we consider 'meh' and there are better ideas."
My question is this: Couldn't IBM have a place in a diversified RRIF portfolio from the perspective that it provides a reliable income stream to help meet mandatory minimum withdrawals? If you have to withdraw say a minimum of 4% a year, then IBM's 5% dividend certainly helps. If you still don't like IBM in this context, what else would you suggest for a 20 year hold?
My question is this: Couldn't IBM have a place in a diversified RRIF portfolio from the perspective that it provides a reliable income stream to help meet mandatory minimum withdrawals? If you have to withdraw say a minimum of 4% a year, then IBM's 5% dividend certainly helps. If you still don't like IBM in this context, what else would you suggest for a 20 year hold?
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- International Business Machines Corporation (IBM)
Q: I have the following sector stocks and would like your expert opinion on which stocks I should keep, sell, buy more OR please suggest new stocks I should buy. Please take into account the survivability of the company if economy takes a 1-2 yrs to get back to "normal".
Financial - BNS,ECN,FSZ,MFC,TD,ZBK
Technology - FB,GOOG,IBM,KXS,LSPD,PHO,QTRH
Industrials - AFN,FDX,QST,RUS,SFL,SIS,STN
Energy - FRU,HWO,RDS.SU,VET
Materials - LIF,MX,NEXT,NTR,SJ,TECK,TV
Consumer Discretionary - BOS,BPF,CCL,CGX,DIS,GC,MG,NFI,PDYPY,TCL
Financial - BNS,ECN,FSZ,MFC,TD,ZBK
Technology - FB,GOOG,IBM,KXS,LSPD,PHO,QTRH
Industrials - AFN,FDX,QST,RUS,SFL,SIS,STN
Energy - FRU,HWO,RDS.SU,VET
Materials - LIF,MX,NEXT,NTR,SJ,TECK,TV
Consumer Discretionary - BOS,BPF,CCL,CGX,DIS,GC,MG,NFI,PDYPY,TCL
Q: Hi, Could I please get your thoughts on this company? As a long term holder, do you think right now is a good time to start a position? Thank you!
Q: I hold IBM for many years but it doesn't perform well, would you like the idea to trim IBM and purchase CGI in the current market. Thank you for your service.
Q: Hello everyone at 5i! I presently hold IBM, and have done so for several years. Other than a decent dividend, it has not done much. I was wondering, should I continue to hold it, or swap it up for Microsoft or Apple, for a little more growth? From a value perspective, would now be a time to do so? And if so, what would you suggest? Cheers, Tamara
Q: Please comment on IBM's latest quarter and your thoughts on the company. I currently hold it and was thinking I should sell and by MSFT or NVDA or FB - your thoughts?
Thanks!!
Thanks!!
- International Business Machines Corporation (IBM)
- HIVE Digital Technologies Ltd. (HIVE)
- Enerev5 Metals Inc. (COBC)
Q: Good morning,
I am interested in blockchain.
Not, the currency, but the technology behind the concept.
Do you have ideas on small/mid cap companies that are involved in blockchain as a business model?
thanks
rick
I am interested in blockchain.
Not, the currency, but the technology behind the concept.
Do you have ideas on small/mid cap companies that are involved in blockchain as a business model?
thanks
rick