IBM past zijn productportefeuille continu aan om zich te richten op die delen van de IT-markt die nog geen gemeengoed zijn en is daarmee in staat om gezonden winsten te blijven genereren.
Lees ook het bijbehorende artikel: http://www.morningstar.nl/nl/news/119905/aandeel-van-de-week-ibm.aspx
2. Key Investment Considerations
IBM holds a defensible position in enterprise software,
services, and hardware. While each of these businesses
is an industry leader in its own right, the combination of
these products and services provides the firm with an
unrivaled solution creation and delivery ability that is
the key to its wide economic moat.
Bron: Morningstar 8/1/2014
3. Key Investment Considerations
IBM has been continually adjusting its product portfolio
to focus on the noncommodified portions of IT, enabling
the company to generate healthy profits.
Bron: Morningstar 8/1/2014
4. Key Investment Considerations
IBM is not impervious to emerging long-term threats.
Cloud computing is shifting the enterprise IT landscape
and creating new challenges for incumbent vendors.
Bron: Morningstar 8/1/2014
5. IBM – IBM
IBM-CEO
Virginia M. Rometty
Equity Stewardship
Examplary
Sector
Application software
Bron: Morningstar 8/1/2014
6. IBM – IBM
Morningstar Rating
QQQQ
Moat
Wide
Fair Value
USD 208.00
Moat Trend
Negative
Bron: Morningstar 8/1/2014
