International Business Machines Corporation (IBM)

I think investors deserve much better than to say that there's no opportunity for income in this market.

Two intriguing names are my choices for the year ahead.

I think the enthusiasm of the indefatigable wave of these buyers is equal to or superior to the disdain the S&P mimicking pros have.

RealMoney's Eric Jhonsa reviews which of his 2020 tech predictions did and didn't pan out.

If you don't know Lisa Su by now I am tempted to say don't embarrass yourself, she may be the foremost executive of our time.

While a lot of cloud-related enterprise tech spending still looks healthy, on-premise hardware and software spend is getting stung by both secular trends and macro pressures.

The big issue looming over the market isn't earnings or stimulus but whether the election is going to be as chaotic as many fear.

But there was some good news under the mess.

The market remains skeptical about the potential for a deal and that makes it dangerous to chase momentum right now.

We saw no panic, but we did see steady selling all day. Here's what matters going forward.

Portfolio managers are starting to see a very strong 2021 for markets and the economy regardless of electoral results.

Despite several big-picture worries, the price action remains quite positive as we head into the meat of earnings season.

It is unproductive to miss out on the current positive price action because you instead are focused on what may happen weeks or months from now.

Though a lot of additional work needs to be done, new CEO Arvind Krishna seems to understand that major structural changes are necessary for IBM to hit its organic growth target.

Let's review the charts and indicators.

The gauntlet has been thrown. Let the games begin.

I own it. I will continue to hold it. I would not sell it. For the uninvested who are interested, I would think small ball.

IBM has increased its dividend, even though its revenue, earnings per share and cash flow from operations fell. Here's what that means for investors.

September, not October, is historically the weakest month of the year for equity markets, though October has had more high profile collapses.

Economic conditions change, investment opportunities evolve, and risk versus reward fluctuates.

Positive momentum and sentiment continue due to good earnings, vaccines and European Union stimulus.

Big Blue reported strong mainframe and Red Hat growth for Q2. But various other businesses had a rougher time.

If you are out of step with the marketplace, do not blame the marketplace. Understand that you have failed to adapt.

Like eBay's spinoff of PayPal, a Dell spinoff of VMware could both unlock shareholder value and strategically benefit the spun-off company.

Wall Street is richly rewarding software firms it sees as long-term share-gainers within large addressable markets.

A look at those stocks likely to lead in the short- and long-term, the headlines out of China and Hong Kong, and the import of fiscal stimulus.