Monday, November 24, 2014

Reh Digest Special Edition --- IBM

What is IBM playing? It is, by now, well known that her fundamental looks terrible with an ugly debt hanging off its roof.

Why were so many big guys buying, started Q3 2012? Buffet effect? But, all those are very smart guys who have been making money, on their own merits. They didn't have to follow Mr. Buffet, even though he is by far the best.

The controversial information buys itself quite some thinking, from the sophisticated minds. Keep eyes open, to watch the secret to be unveiled in 1 or 2 quarters, at most!