Wednesday, May 14, 2014

Investing 2014:Problems and Prospects

My charitable trust has been buying IBM stock,said CNBC host Jim Cramer.I believe in their cloud business,even though the very big problem I have with IBM is that cloud has very low margins-that's why people go to the cloud.IBM is going from a high margin to a low margin business.*
Pfizer is trying to buy Astra Zeneca,although I have spent some time with cancer specialists who say Astra Zeneca's pipeline is a "me too" pipeline for cancer.We've been in a big M&A drought and these deals take out capacity.These deals will get done.*
The market won't be affected by Ukraine as long as Russia stays low key,but it's not like the turmoil has gone away.If Russia does something big,you're gonna see this market blip down.I'd like to see a pullback in this market.I don't like a parabolic move;I like a stairstep move.*
The soda business is a losing story.I think diet soda is gonna be the great unraveling before your eyes,predicted the expert investor Jim Cramer.*
Groupon says over 50% of all global transactions now occur on mobile.People spend and engage more on mobile.The company reported a better than expected loss in earnings and a beat on revenues.Tom Forte of Telsey Advisory Group has a buy rating on the stock and a price target of 17.00.You have to look at Facebook and Groupon as unique opportunities within a space,Mr.Forte said.*
Competitor moves do not affect our success,according to Zillow CEO Spencer Rascoff.Our audience and revenue are growing.We're a media company.We sell ads.We have 40-50% of audience share now.
The housing market is slowing somewhat.We predict it appreciating about 3% this year.It was quite hot at about 6%,but now it's warm.*
Groupon(GRPN),Zillow(Z),Pfizer(PFE),Facebook(FB),Astra Zeneca(AZN),International Business Machines(IBM)

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