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« What Apple Should Learn from Intel | Main | ETF Update 7/22/10 »

July 19, 2010


Mike C

[No IBM position - but taking a close look]

Please do a blog post on this.

The Most Remarkably Mispriced Name in the Market

That's the way legendary investor Bill Miller described IBM (NYSE: IBM) in an interview at the 2010 Morningstar Investment Conference at the end of June, adding that the stock is "30%-50% underpriced, yet no-one seems to care about it."


Great post!!!

How about this spin on financials:

2008: Banks increase loan loss reserves -- omg this is the end of the world. sell
2010: Banks decrease loan loss reserves -- omg banks are using accounting tricks, sell

In both cases, the LLR represents unrealized losses

Paul Nunes in kansas City

This was very helpful. Enjoy your time off Jeff! I give Chuck kudos for his effort; it provides a good framework to look at individual stocks.

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