International Business Machines Corporation (IBM)

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.

Each tech giant made some positive disclosures about current business trends, but also reported seeing some headwinds and cautioned about near-term uncertainty.

It's imperative that people get back to work, so we have this great compromise -- let's see how it might play out.

Here's why an article on Amazon allows you to buy ahead of the quarter, and how you can approach other companies reporting this week.

The problem for index fund owners is they own all three buckets and there are a lot more companies in the third bucket than in the first two.

In any other business, if you saw demand fall, you would make less, but what did oil producers do as Covid-19 stopped people from driving, flying and leaving home?

IT giants are leaning on their balance sheets to convince reluctant customers to make new purchases.

Stand aside and let's wait and see where support might develop.

The negative reaction to earnings combined with a market that is technically extended and hitting resistance levels is causing a drop into the open.

Investors struggle to reconcile some positive action with economic issues that are looming -- but remember that price action outweighs the headlines.

More than 450 quarterly reports are on tap, including 105 S&P 500 constituents.

A look at Big Blue's charts as the company gets set to report earnings.