IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down_老虎社区_美港股上老虎

IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down

InvestorPlace2021-06-30

IBM is still stuck with a dividend, but at least it now has a strategy that makes sense In the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

rachelkaelyn
·2021-07-01
time to consider more investment!
回复
点赞
举报
LetUsSaveOur
·2021-06-30
Is IBM still relevant today?
回复
1
举报
ZZX86
·2021-06-30
Ahhhh I see!
回复
点赞
举报
博方bofang
·2021-06-30
Wow nice
回复
1
举报
OO_898
·2021-06-30
Like
回复
2
举报
OO_898
·2021-06-30
Like
回复
2
举报
Diamondhand2
·2021-06-30
Lol
回复
1
举报
Diamondhand2
·2021-06-30
Lol
回复
2
举报
Fenger1188
·2021-06-30
Like and comment please
回复
2
举报
LeahJen
·2021-06-30
Huat la!!!
回复
3
举报
收起
- Fenger1188:
  Like and comment please
  2021-06-30
  回复
  举报
Fenger1188
·2021-06-30
Like and comment please
回复
3
举报
收起
- Fenger1188:
  Hi
  2021-06-30
  回复
  举报
- RonL:
  Ok. please like
  2021-06-30
  回复
  举报
Fenger1188
·2021-06-30
Like and comment please
回复
3
举报
收起
- Dan94:
  done
  2021-07-01
  回复
  举报
cgoh
·2021-06-30
Interesting
回复
2
举报
Ryuhahaha
·2021-06-30
So happy...to see it going back up
回复
2
举报
Jukyxu
·2021-06-30
Like and comment
回复
4
举报
收起
- kayden:
  OKOK
  2021-06-30
  回复
  举报
cgoh
·2021-06-30
Nice
回复
点赞
举报
SamYLynn
·2021-06-30
Hi
回复
1
举报
收起
- Annjoyyy:
  Like pls
  2021-06-30
  回复
  举报
Man15
·2021-06-30
Good
回复
3
举报
收起
- SteadyDoesIt:
  Me too!
  2021-06-30
  回复
  举报
- Fenger1188:
  Hi
  2021-06-30
  回复
  举报
Madtrix
·2021-06-30
Oooooooooooooo
回复
点赞
举报
Tommyboy44
·2021-06-30
Not so sure .......
回复
1
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1179476522?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-06-30 22:07","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1179476522","market":"us","top_or_hot":-1,"title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","media":"InvestorPlace","content":"<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">网页链接</a>\n\n</div>\n","source":"lsy1606302653667","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IBM","symbol_name":"IBM","start_time":0,"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","article_id":"1179476522","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","pubTimestamp":1625062071,"columns":[],"sourceInfo":{"source_id":"lsy1606302653667","name":"InvestorPlace"},"weMediaInfo":null,"summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IBM":"IBM"},"translate_title":"IBM的股票变得更有吸引力，因为它重新聚焦并削减了","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IBM":0.9},"content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":151158931,"gmtCreate":1625068802623,"gmtModify":1631889926310,"author":{"id":"4087994331011100","authorId":"4087994331011100","name":"rachelkaelyn","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4087994331011100","authorIdStr":"4087994331011100"},"htmlText":"time to consider more investment!","listText":"time to consider more investment!","text":"time to consider more investment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151158931","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151161427,"gmtCreate":1625067888369,"gmtModify":1631884265192,"author":{"id":"3586313722019389","authorId":"3586313722019389","name":"LetUsSaveOur","avatar":"https://static.tigerbbs.com/b31e96f0676d0d9d3c2b46ce64df2846","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3586313722019389","authorIdStr":"3586313722019389"},"htmlText":"Is IBM still relevant today?","listText":"Is IBM still relevant today?","text":"Is IBM still relevant today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151161427","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151134130,"gmtCreate":1625066886120,"gmtModify":1633945204219,"author":{"id":"3583369953182365","authorId":"3583369953182365","name":"ZZX86","avatar":"https://static.tigerbbs.com/15d3e8593f7541d44903ad0cf41e2df2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3583369953182365","authorIdStr":"3583369953182365"},"htmlText":"Ahhhh I see!","listText":"Ahhhh I see!","text":"Ahhhh I see!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151134130","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151325876,"gmtCreate":1625064583195,"gmtModify":1633945244603,"author":{"id":"3579858853019653","authorId":"3579858853019653","name":"博方bofang","avatar":"https://static.tigerbbs.com/990d7a32ea10ef4fc32cd529ce547b6e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579858853019653","authorIdStr":"3579858853019653"},"htmlText":"Wow nice","listText":"Wow nice","text":"Wow nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151325876","repostId":1179476522,"repostType":2,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151395411,"gmtCreate":1625063301733,"gmtModify":1633945274781,"author":{"id":"3582969710070724","authorId":"3582969710070724","name":"OO_898","avatar":"https://static.tigerbbs.com/9fb3c360d5d7711641a868a144192fc7","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3582969710070724","authorIdStr":"3582969710070724"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151395411","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151395607,"gmtCreate":1625063288209,"gmtModify":1633945275141,"author":{"id":"3582969710070724","authorId":"3582969710070724","name":"OO_898","avatar":"https://static.tigerbbs.com/9fb3c360d5d7711641a868a144192fc7","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3582969710070724","authorIdStr":"3582969710070724"},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151395607","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151390899,"gmtCreate":1625063146411,"gmtModify":1633945278996,"author":{"id":"3585032110055415","authorId":"3585032110055415","name":"Diamondhand2","avatar":"https://static.tigerbbs.com/4019fdf127cdc76da1687b8f2343a72e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585032110055415","authorIdStr":"3585032110055415"},"htmlText":"&nbsp;Lol","listText":"&nbsp;Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151390899","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151307925,"gmtCreate":1625063092867,"gmtModify":1633945279863,"author":{"id":"3585032110055415","authorId":"3585032110055415","name":"Diamondhand2","avatar":"https://static.tigerbbs.com/4019fdf127cdc76da1687b8f2343a72e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585032110055415","authorIdStr":"3585032110055415"},"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151307925","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151300842,"gmtCreate":1625062884086,"gmtModify":1633945284160,"author":{"id":"4088149090977750","authorId":"4088149090977750","name":"Fenger1188","avatar":"https://static.tigerbbs.com/184410bf08b3311824fc2e583144b220","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"4088149090977750","authorIdStr":"4088149090977750"},"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151300842","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151977310,"gmtCreate":1625062847530,"gmtModify":1633945285084,"author":{"id":"3567686756995689","authorId":"3567686756995689","name":"LeahJen","avatar":"https://static.tigerbbs.com/1f0a64f78a69fb58c497950a1771bbab","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3567686756995689","authorIdStr":"3567686756995689"},"htmlText":"Huat la!!!","listText":"Huat la!!!","text":"Huat la!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151977310","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5081864,"gmtCreate":1625062904962,"gmtModify":1635240515407,"authorId":4088149090977750,"author":{"id":4088149090977750,"idStr":"4088149090977750","authorId":4088149090977750,"name":"Fenger1188","avatar":"https://static.tigerbbs.com/184410bf08b3311824fc2e583144b220","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151977310,"type":1,"supId":0,"prevId":0,"content":"Like and comment please","text":"Like and comment please","html":"Like and comment please"}],"langContent":"EN"},{"id":151974216,"gmtCreate":1625062829435,"gmtModify":1633945285546,"author":{"id":"4088149090977750","authorId":"4088149090977750","name":"Fenger1188","avatar":"https://static.tigerbbs.com/184410bf08b3311824fc2e583144b220","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"4088149090977750","authorIdStr":"4088149090977750"},"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151974216","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5081872,"gmtCreate":1625062926535,"gmtModify":1635240514672,"authorId":4088149090977750,"author":{"id":4088149090977750,"idStr":"4088149090977750","authorId":4088149090977750,"name":"Fenger1188","avatar":"https://static.tigerbbs.com/184410bf08b3311824fc2e583144b220","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151974216,"type":1,"supId":0,"prevId":0,"content":"Hi","text":"Hi","html":"Hi"},{"id":5081896,"gmtCreate":1625063009918,"gmtModify":1635240513364,"authorId":3581564245728047,"author":{"id":3581564245728047,"idStr":"3581564245728047","authorId":3581564245728047,"name":"RonL","avatar":"https://static.tigerbbs.com/1d4873bbdc10ea07ac5244605217386c","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151974216,"type":1,"supId":0,"prevId":0,"content":"Ok. please like","text":"Ok. please like","html":"Ok. please like"}],"langContent":"EN"},{"id":151972727,"gmtCreate":1625062791269,"gmtModify":1633945286450,"author":{"id":"4088149090977750","authorId":"4088149090977750","name":"Fenger1188","avatar":"https://static.tigerbbs.com/184410bf08b3311824fc2e583144b220","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"4088149090977750","authorIdStr":"4088149090977750"},"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151972727","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5092184,"gmtCreate":1625144403704,"gmtModify":1635239690000,"authorId":3568436634742643,"author":{"id":3568436634742643,"idStr":"3568436634742643","authorId":3568436634742643,"name":"Dan94","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151972727,"type":1,"supId":0,"prevId":0,"content":"done","text":"done","html":"done"}],"langContent":"EN"},{"id":151970403,"gmtCreate":1625062636402,"gmtModify":1633945288990,"author":{"id":"4087794564530700","authorId":"4087794564530700","name":"cgoh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4087794564530700","authorIdStr":"4087794564530700"},"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151970403","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151947453,"gmtCreate":1625062614872,"gmtModify":1631890757039,"author":{"id":"3574628824785575","authorId":"3574628824785575","name":"Ryuhahaha","avatar":"https://static.tigerbbs.com/f120e9ade7d1ea48fc6c818e3b76edbb","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3574628824785575","authorIdStr":"3574628824785575"},"htmlText":"So happy...to see it going back up","listText":"So happy...to see it going back up","text":"So happy...to see it going back up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151947453","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151942390,"gmtCreate":1625062509410,"gmtModify":1631890420436,"author":{"id":"3573365646031567","authorId":"3573365646031567","name":"Jukyxu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573365646031567","authorIdStr":"3573365646031567"},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151942390","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5081765,"gmtCreate":1625062556825,"gmtModify":1631890420770,"authorId":3555242378875453,"author":{"id":3555242378875453,"idStr":"3555242378875453","authorId":3555242378875453,"name":"kayden","avatar":"https://static.tigerbbs.com/8f5d57789a229511fba5301ddb2f22f2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151942390,"type":1,"supId":0,"prevId":0,"content":"OKOK","text":"OKOK","html":"OKOK"}],"langContent":"EN"},{"id":151946209,"gmtCreate":1625062494901,"gmtModify":1633945292363,"author":{"id":"4087794564530700","authorId":"4087794564530700","name":"cgoh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4087794564530700","authorIdStr":"4087794564530700"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151946209","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151959724,"gmtCreate":1625062241068,"gmtModify":1631893949167,"author":{"id":"4087969217298310","authorId":"4087969217298310","name":"SamYLynn","avatar":"https://static.tigerbbs.com/2581a5661edccdf8baba42d6c0fe2d18","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087969217298310","authorIdStr":"4087969217298310"},"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151959724","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5081692,"gmtCreate":1625062284061,"gmtModify":1631893949172,"authorId":3578551070707636,"author":{"id":3578551070707636,"idStr":"3578551070707636","authorId":3578551070707636,"name":"Annjoyyy","avatar":"https://static.tigerbbs.com/f276947e14650a6e73034c000eafc02e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151959724,"type":1,"supId":0,"prevId":0,"content":"Like pls","text":"Like pls","html":"Like pls"}],"langContent":"EN"},{"id":151959340,"gmtCreate":1625062228980,"gmtModify":1633945300431,"author":{"id":"3585141137623938","authorId":"3585141137623938","name":"Man15","avatar":"https://static.tigerbbs.com/986bef33f8724289e8319a226e792861","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3585141137623938","authorIdStr":"3585141137623938"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151959340","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5081787,"gmtCreate":1625062627304,"gmtModify":1635240519506,"authorId":4087620073091560,"author":{"id":4087620073091560,"idStr":"4087620073091560","authorId":4087620073091560,"name":"SteadyDoesIt","avatar":"https://static.tigerbbs.com/ab599edb0711e3b18e0dda8931ea8e4a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151959340,"type":1,"supId":0,"prevId":0,"content":"Me too!","text":"Me too!","html":"Me too!"},{"id":5081850,"gmtCreate":1625062859487,"gmtModify":1635240515877,"authorId":4088149090977750,"author":{"id":4088149090977750,"idStr":"4088149090977750","authorId":4088149090977750,"name":"Fenger1188","avatar":"https://static.tigerbbs.com/184410bf08b3311824fc2e583144b220","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":151959340,"type":1,"supId":0,"prevId":0,"content":"Hi","text":"Hi","html":"Hi"}],"langContent":"EN"},{"id":151927492,"gmtCreate":1625062201816,"gmtModify":1631887315164,"author":{"id":"3570766947582941","authorId":"3570766947582941","name":"Madtrix","avatar":"https://static.tigerbbs.com/9bb5891e311601bb052ce9dcb3a53669","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3570766947582941","authorIdStr":"3570766947582941"},"htmlText":"Oooooooooooooo","listText":"Oooooooooooooo","text":"Oooooooooooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151927492","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":151922237,"gmtCreate":1625062147329,"gmtModify":1633945303243,"author":{"id":"3577871090184408","authorId":"3577871090184408","name":"Tommyboy44","avatar":"https://static.tigerbbs.com/8a02893aee91ed8e74531a1f20de25d3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577871090184408","authorIdStr":"3577871090184408"},"htmlText":"Not so sure .......","listText":"Not so sure .......","text":"Not so sure .......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151922237","repostId":1179476522,"repostType":4,"repost":{"id":"1179476522","kind":"news","pubTimestamp":1625062071,"share":"https://www.laohu8.com/m/news/1179476522?lang=&edition=full","pubTime":"2021-06-30 22:07","market":"us","language":"en","title":"IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1179476522","media":"InvestorPlace","summary":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearl","content":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since&nbsp;International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like&nbsp;Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly&nbsp;$19 billion&nbsp;in sales per year when it’s spun out, into offices atop a skyscraper&nbsp;next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication&nbsp;Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like&nbsp;Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called&nbsp;cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away&nbsp;from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of&nbsp;$2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see&nbsp;an historic breakout, according to Alan Farley of&nbsp;FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,” &nbsp;something also being embraced by Cloud Czars&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become&nbsp;a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by&nbsp;Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about&nbsp;storage systems, aboutquantum computers, about&nbsp;government contracts&nbsp;ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Stock Is a Lot More Attractive as It Refocuses and Trims Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIBM Stock Is a Lot More Attractive as It Refocuses and Trims Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nIBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up ...\n\n<a href=\"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/06/ibm-stock-is-a-lot-more-attractive-as-it-refocuses-and-trims-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179476522","content_text":"IBM is still stuck with a dividend, but at least it now has a strategy that makes sense\nIn the nearly two years since International Business Machines(NYSE:IBM) bought Red Hat, its stock price is up just 1.8%. IBM stock has delivered $27.60/share in dividends to its investors.\nThis means IBM stock has delivered a total return of 20% to the “widows and orphans” who hold the stock.\nIt also means roughly $24.5 billion in cash flow has flown out the door, uninvested.\nThat’s the problem with dividends in our technology age. There’s an old tech saying that if you’re handing out dividends you don’t have anything better to do with the investors’ money.\nCloud Czars like Facebook(NASDAQ:FB), founded in 2004 and now worth $1 trillion, use cash flow for capital spending instead. This benefits investors more.\nIf you’re thinking of buying IBM, you’re hoping this error ends after its managed infrastructure business,Kyndryl, becomes independent late this year.\nYou’re hoping the dividend ceases to be an issue.\nA Closer Look at IBM Stock\nKyndryl is expected to generate roughly $19 billion in sales per year when it’s spun out, into offices atop a skyscraper next to Grand Central Station. What remains will have roughly $54 billion in revenue and claim leadership in “hybrid cloud.”\nThis could be the right time for such a move, as many companies are coming down with cloud “sticker shock.”\nAccording to analysts at Andreesen Horowitz’s new online publication Future,cloud margins compress over time. Companies that adopt the hybrid cloud model could end up saving $500 billion/year.\nThis would be the sweet spot for the new IBM, and the Achilles heel of companies like Amazon.Com(NASDAQ:AMZN). Questions of where data is located, called cloud sovereignty, can complicate matters, but IBM thrives on such complexity.\nInvestors Walk Away\nMost investors don’t recognize the opportunities, at least regarding IBM.Hedge funds have been walking away from the stock. Tipranks lists just eight analysts following IBM,only half of whom want you to buy it.\nBut there are signs of a turnaround. IBM next reports earnings on July 19. Analysts expect revenue of $18.29 billion and earnings of $2.25/share.\nThe March quarter,which beat estimates, saw $1.06/share of net income on revenue of $17.7 billion.\nIf IBM can hit its estimates investors could see an historic breakout, according to Alan Farley of FX Empire.\nIBM’s stock price has been falling for years, to as low as $91/share at the height of last year’s pandemic. Investors who bought then have seen a gain of around 52%, but the NASDAQ’s gain has been 108%.\nIBM Strategy\nIBM’s strategy heading into the spin-off will be based on “industry clouds,”  something also being embraced by Cloud Czars Microsoft(NASDAQ:MSFT) and Alphabet(NASDAQ:GOOGL).\nIBM’s hope is that hybrid cloud will become a default corporate IT design, seeking to make internal systems as efficient as cloud.\nWhile IBM does have its own cloud, it’s miniscule compared with those of the giants. Synergy Research says IBM is now fifthin the global cloud rental market, having been passed by Alibaba Group Holding(NASDAQ:BABA).\nBut its relatively small size may not be a hindrance if it’s also dedicated to building out clouds for clients and moving workloads for cost efficiency.\nThe Bottom Line\nIf you look up IBM in the news, you won’t see much focus on its hybrid cloud strategy. Instead you might read about storage systems, aboutquantum computers, about government contracts ordisputes with its old chip foundry.\nBut don’t be fooled. IBM now has a strategy, to off-load the dividend, and focus on hybrid cloud. If it works, and it might, it could be “IBM to the Moon.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":73,"commentSize":20,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}