MarketFoolery: 07.19.2012

MarketFoolery

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4.7 • 1.7K Ratings

🗓️ 19 July 2012

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

Our analysts discuss IBM's earnings, debate the merits of share buybacks, and share two undervalued stocks and two overvalued stocks.

Transcript

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0:00.0	It's Thursday, July 19th. Welcome to Market Fullery. I'm
0:05.6	Chris Hill and joining me in studio today from Motley Fool Pro, Jeff Fisher,
0:09.6	and wrapping up Canada Week here on Market Fullery.
0:12.1	From Motley Full options Options Jim Gillies.
0:14.0	Howdy. A full week of Gillies.
0:17.0	This is amazing.
0:18.0	All right, we got a lot to get to today.
0:20.0	We've got stock buybacks. We're going to revisit our very first ever undervalued
0:25.5	overvalued episode that we did on market foolery and we're going to start with
0:30.4	Big Blue. IBM is the Dow's top stock this morning with shares up more than 3%
0:36.3	in the wake of the latest quarterly results. Jim, earnings came in lower than expected,
0:41.2	but the company did raise guidance for the full year
0:44.7	what's the headline for IBM's business? Well let me reboot that earnings came in
0:49.0	ahead of expectation that revenue revenue missed I'm on the top line my apologies most of that was actually currency
0:56.7	they do a lot of business in Europe and you know I don't know if you've heard but the
1:00.2	euro is kind of sunk. Heard something about that.
1:03.2	You know what?
1:04.2	I thought it was a good quarter.
1:05.8	I actually, full disclosure, have two positions and Motley Fool options on IBM.
1:10.8	And so I was very interested in this report.
1:13.0	Thought it was good.
1:14.0	Margins looked good.
	...

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