IBM is the 'LEADER in quantum computing': Focused Wealth Management managing director
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…BM ARE STICKY CUSTOMERS WHETHER THEY'RE GOVERNMENTS, WHETHER THEY'RE BANKS. THESE ARE LONG-TERM CLIENTS AND CUSTOMERS OF IBM. I THINK WHEN YOU LOOK AT THE MULTIPLES IN THIS MARKET WHERE WE'RE HAVING A VERY TOUGH TIME -- TAYLOR: YEAH. >> -- FINDING GOOD VALUE TO BUY BIRX IBM -- TAYLOR: SO NOT OVERSOLD? OR DID INVESTORS OVERREACT? >> I THINK THERE WAS A LOT OF OVERREACTION. BUT I THINK THAT'S WHAT WE'RE SEEING IN THIS MARKET TODAY, RIGHT? THE. TAYLOR: YEAH. >> YOU KNOW, WHEN YOU GO THROUG- TAYLOR: SO I JUST WAN…
FINDING GOOD VALUE TO BUY BIRX IBM
Contexte extrait par IA "... FINDING GOOD VALUE TO BUY BIRX IBM -- TAYLOR: SO NOT OVERSOLD? OR DID INVESTORS OVERREACT?"
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…IT'S THEIR -- WHETHER IT'S THEIR CHIP-MAKING WHATSES OI FOR A.I. CAPACITY CONCERN CAPACITY, IT REPRESENTS LONG-TERM VALUE. PROBABLY THE VALUATION IS CLOSER TO $420 A SHARE, YOU KNOW, AND IT'S TRADING TODAY AROUND $346, SOMETHING LIKE THAT. I THINK IT'S A REALLY GOOD BUY HERE FOR THE LONG TERM. DEFINITELY A LEADER. TAYLOR: SIMILAR WITH MICROSOFT. >> ABSOLUTELELY. CLOSE, AZURE, THEY HAVE A LOT GOING ON. DOWN 23% FROM ITS HIGHS. AGAIN, THESE THREE STOCKS --ISH BM IS SELLING AT A MULTI-- IBM IS SELLING AT A MULTIPLE OF 17 -- WE'LL S…
I THINK IT'S A REALLY GOOD BUY HERE FOR THE LONG TERM.
Contexte extrait par IA "TAYLOR: YOU ALSO LIKE GOOGLE AND MICROSOFT. >> YES. ... I THINK IT'S A REALLY GOOD BUY HERE FOR THE LONG TERM."
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Contexte de la transcription source
…TERM VALUE. PROBABLY THE VALUATION IS CLOSER TO $420 A SHARE, YOU KNOW, AND IT'S TRADING TODAY AROUND $346, SOMETHING LIKE THAT. I THINK IT'S A REALLY GOOD BUY HERE FOR THE LONG TERM. DEFINITELY A LEADER. TAYLOR: SIMILAR WITH MICROSOFT. >> ABSOLUTELELY. CLOSE, AZURE, THEY HAVE A LOT GOING ON. DOWN 23% FROM ITS HIGHS. AGAIN, THESE THREE STOCKS --ISH BM IS SELLING AT A MULTI-- IBM IS SELLING AT A MULTIPLE OF 17 -- WE'LL SEE THIS WEEK WHAT EARNINGS LOOK LIKE. IF YOU'RE HESITANT, WAIT FOR THE…
ABSOLUTELELY.
Contexte extrait par IA "TAYLOR: YOU ALSO LIKE GOOGLE AND MICROSOFT. >> YES. ... TAYLOR: SIMILAR WITH MICROSOFT. >> ABSOLUTELELY."
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Contexte de la transcription source
…. TAYLOR: TEN SECONDS LEFT, CONSTELLATION ENERGY. >> YES. TAYLOR: THAT'S AN A.I, NUCLEAR PLAY? YOU TELL ME WHY. >> LARGEST NUCLEAR PURR PURVEYOR IN THE COUNTRY. THEY ARE FUELING ALL OF THE A.I. BUILDOUT. THEY HAVE CONTRACTS WITH META, ETC. CHEAP STOCK. TAYLOR: GREAT. >> $5 MILLION BUYBACK. TAYLOR: PHILLIP DeANGELO, SO GREAT TO HAVE YOU. IT IS RED ON THE SCREEN TODAY AND FOR THE WEEK. THAT DOES IT FOR "CLAMAN
CHEAP STOCK.
Contexte extrait par IA "TAYLOR: TEN SECONDS LEFT, CONSTELLATION ENERGY. >> YES. ... THEY ARE FUELING ALL OF THE A.I. BUILDOUT. ... CHEAP STOCK."
Transcription Complète
TAYLOR: ALL RIGHT ARE, CLOSING BELL JUST FIVE MINUTES AWAY, AND WE HAVE BREAKING NEWS. CENTCOM JUST ANNOUNCED THE U.S. MILITARY HAS CONDUCTED A SEVENTH ROUND OF STRIKES ON IRAN. AS YOU CAN SEE, MARKETS LOWER PRETTY MUCH THROUGHOUT THE SESSION TODAY, AND THIS NEWS DOESN'T CHANGE THAT. THE NASDAQ HAS BEEN THE WORST PERFORMER, AND IT REMAINS THAT WAY, DOWN 1.25 PERCENTNT. FOR THE WEEK, ALL THREE MAJORS WILL END IN THE RED. NOW INVESTORS ARE SEEING RED WHEN IT COMES TO BIG BLUE THIS WEEK. IBM, AS YOU CAN SEE, IS LOWER DOUBLE DIGITS, 26% SINCE THIS PAST TUESDAY, ITS WORST SINGLE-DAY DROP AFTER A RECORD AFTERIBM WARNED IT WOULD MISS THE MARK ON RESULTS. THEY PREANNOUNCED, BUT THAT'S TO NOT SCARING AWAY TODAY'S COUNTDOWN CLOSER. JOIN US NOW, FOCUS WEALTH MANAGEMENT MANAGING DIRECTOR PHILLIP DeANGELO. >> HOW ARE YOU? HAPPY FRIDAY. TAYLOR: WHY ARE YOU STILL OKAY WITH IBM? >> OKAY, LOOK, IBM JUST HAD A 25% ONE-DAY DROP -- TAYLOR: YEAH. >> WORST DAY SINCE 1968 WHEN MY MOTHER USED TO DRIVE AROUND IN AVOCADO 1968 FORD MUSTANG. SO I THINK WHEN YOU LOOK AT THE UNDERLYING FUNDAMENTALS IN THIS MARKET, FIRST OF ALL, I GIVE ARVIND KRISHNA A LOT OF ACCOLADES FOR COMING OUT AND REALLY GIVING THE TOUGH NEWS TO THE MARKET ABOUT THE STOCK. HE FOREWARNED THAT IT WAS A TIMING ISSUE -- TAYLOR: RIGHT. >> BUT MOST OF THE COMPANIES THAT TRUST THEIR DATA, THAT TRUST THEIR SOFTWARE WITH IBM ARE STICKY CUSTOMERS WHETHER THEY'RE GOVERNMENTS, WHETHER THEY'RE BANKS. THESE ARE LONG-TERM CLIENTS AND CUSTOMERS OF IBM. I THINK WHEN YOU LOOK AT THE MULTIPLES IN THIS MARKET WHERE WE'RE HAVING A VERY TOUGH TIME -- TAYLOR: YEAH. >> -- FINDING GOOD VALUE TO BUY BIRX IBM -- TAYLOR: SO NOT OVERSOLD? OR DID INVESTORS OVERREACT? >> I THINK THERE WAS A LOT OF OVERREACTION. BUT I THINK THAT'S WHAT WE'RE SEEING IN THIS MARKET TODAY, RIGHT? THE. TAYLOR: YEAH. >> YOU KNOW, WHEN YOU GO THROUG- TAYLOR: SO I JUST WANT TO TALK ABOUT THAT. I AGREE, I GIVE A CEO O CREDIT R FOR COMING OUT AND PREANNOUNCING, BUT HE ALSO SAID, LIKE, WE CLEARLY MISSED THE MARK. WE CLEARLY HAD CUSTOMERS CHANGING AND PIVOTING, AND WE DIDN'T PICK UP ON THAT. WE FALTERED. WE KIND OF LOST OUR WAY. SO HOW MUCH OF THAT IS ALSO THEN SORT OF AN EXECUTION PROBLEM AT MANAGEMENT UP TOP? >> DEFINITELY A PROBLEM THERE. BUT I THINK WHEN YOU LOOK AT WHAT IS BENEATH THE ENGINE THERE AND WHAT'S COMING OUT, THEY ARE THE LEADER IN QUANTUM. NO ONE'S TALKING ABOUT IT BECAUSE WE'RE SO PICKS SATED ON A.I -- FIBS SAINTED ON A.I. RIGHT NOW -- FIXATED. I WAS WITH GARY COHEN AT THE UNION LEAGUE CLUB ABOUT A MONTH AGO, AND HE WAS TALKING ABOUT THE QUANTUM DATE AND TO HOW CLOSE THAT'S COMING TO REALITY, AND IBM IS THE LEADER IN QUANTUM COMPUTING. I THINK WHEN YOU LOOK AT THESE STOCKS THAT ARE ALSO FOCUSED ON QUANTUM, THEY'VE ALSO HAD A REALLY ROUGH TIME. THIS STOCK REMINDS ME RIGHT NOW, YOU KNOW, OF BENJAMIN GRAHAM'S OLD ADAGE, YOU KNOW, IN THE SHORT TERM THE MARKETS ARE A VOTING MACHINE, AND IN THE LONG TERM THEY'RE A WEIGHING MACHINE. TAYLOR: OKAY. I WANT THE PIVOT IN THE MINUTE WE HAVE LIKE. YOU ALSO LIKE GOOGLE AND MICROSOFT. >> YES. TAYLOR: WHY? >> OKAY. SO, GOOGLE, FIRST OF ALL, BIG WEEK NEXT WEEK OR, OR EARNINGS WISE. GOOGLE'S HAVING A ROUGH DAY TODAY. DON'T LOOK AT SINGLE DAYS IN THE MARKETS. WHEN YOU LOOK UNDER THE HOOD WHERE IT'S THEIR -- WHETHER IT'S THEIR CHIP-MAKING WHATSES OI FOR A.I. CAPACITY CONCERN CAPACITY, IT REPRESENTS LONG-TERM VALUE. PROBABLY THE VALUATION IS CLOSER TO $420 A SHARE, YOU KNOW, AND IT'S TRADING TODAY AROUND $346, SOMETHING LIKE THAT. I THINK IT'S A REALLY GOOD BUY HERE FOR THE LONG TERM. DEFINITELY A LEADER. TAYLOR: SIMILAR WITH MICROSOFT. >> ABSOLUTELELY. CLOSE, AZURE, THEY HAVE A LOT GOING ON. DOWN 23% FROM ITS HIGHS. AGAIN, THESE THREE STOCKS --ISH BM IS SELLING AT A MULTI-- IBM IS SELLING AT A MULTIPLE OF 17 -- WE'LL SEE THIS WEEK WHAT EARNINGS LOOK LIKE. IF YOU'RE HESITANT, WAIT FOR THE EARNINGS REPORT. TAYLOR: TEN SECONDS LEFT, CONSTELLATION ENERGY. >> YES. TAYLOR: THAT'S AN A.I, NUCLEAR PLAY? YOU TELL ME WHY. >> LARGEST NUCLEAR PURR PURVEYOR IN THE COUNTRY. THEY ARE FUELING ALL OF THE A.I. BUILDOUT. THEY HAVE CONTRACTS WITH META, ETC. CHEAP STOCK. TAYLOR: GREAT. >> $5 MILLION BUYBACK. TAYLOR: PHILLIP DeANGELO, SO GREAT TO HAVE YOU. IT IS RED ON THE SCREEN TODAY AND FOR THE WEEK. THAT DOES IT FOR "CLAMAN
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