IBM
Jan
08
2014
Sector Performance – Finding Discrepancies
Our Tech sector outpaced the S&P 500 Tech sector by 1400 bps and our Materials sector lagged the S&P 500 Materials by 2300 bps. Here’s why…
Sep
01
1988
Comments on Our New Sector: IBM
Never before, in the history of this publication have we invested such a large percentage in a single stock. But never before has a virtual institution like IBM been so cheap.
Dec
01
1986
Thoughts About Leadership Technology and IBM
We may have to wait for a while to see the next major cyclical surge in the secular bull market born in 1974, but when it gets underway we think the Technology sector will probably lead.
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