Yesterday IBM’s CEO Ginni Rometty wrote an open letter to President-elect Trump offering: ideas that I believe will help achieve the aspiration you articulated and that can advance a national agenda in a time of profound …
Continue readingMeg Whitman
It’s fairly fascinating to see which sectors in the market are participating in the post election bounce, and which are sitting out the nearly 1% gains (6% off of the overnight lows). Banks, Pharma/Biotech, Materials …
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The new highs in the S&P 500 (SPX) has breathed new life in some long beleaguered large components like IBM. The stock is now up about 16.5% on the year, and up a whopping 37% from …
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Hewlett-Packard is an impressive success story or a miserable failure. It’s all about perspective. Over the past 15 years, HPQ stock is flat, despite riding the global computing wave and more than doubling sales in …
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As we discussed earlier today, HPQ had a high risk of pinning the $28 strike. It looks likely to do so as the day has progressed, so we are going to take the trade off …
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HPQ has been quite a mover since its earnings gap higher at the end of November. This was a trade that we could have exited on a couple occasions in the last 2 weeks for …
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We previewed HPQ’s fiscal Q4 earnings release yesterday morning. Our key takeaway from that preview: HPQ is one of the best performing hardware stocks of 2013. That strong outperformance is largely a function of dismal …
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HPQ $21.70 Yesterday the company named board member and former CEO of EBAY to be their third CEO in less than a year and a half. Investors and the Wall Street analyst community have met this change …
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