For both,
- πΒ Past its peak, therefore less volatile than tech stocks. Arguably non-tech stock.
- π .. as a result of the “boring” status, CDY is much higher than hot tech stocks
- π durable brand
- π survivor resilience
— HPE: no printer/laptop business.
- analysts mostly positive. tgt $18 https://money.cnn.com/quote/forecast/forecast.html?symb=hpe
- π div rose through 2020 .. https://www.nasdaq.com/market-activity/stocks/hpe/dividend-history, currently 4% CDY
- CDY 3%
— IBM 5%
- Aristocrat:Β https://www.nasdaq.com/articles/ibm-becomes-a-dividend-aristocrat-increasing-its-dividend-for-the-25th-consecutive-year
- comparable to T:US
- π revenue and profit per share continue to shrink (not “slide”)
- π price trend: 3M up; 12M down, unlike web2.0 stocks.
- mkt cap 100B, much smaller than many hot stocks.
https://www.fool.com/investing/2020/12/23/3-dividend-paying-tech-stocks-to-buy-for-2021/ explains the high CDY:Β Granted, there’s a reason for this high yield and the “cheap” share price: IBM overall has been in slow but stubborn revenue decline for years as smaller and more nimble technologists gain at its expense in the fast-growing cloud universe. There’s no telling if IBM will be able to permanently turn back the tide when it separates itself from some of its older lines of business next year. The dividend policy is also subject to change once IBM completes the divestiture.Β Β Nevertheless, IBM’s core portfolio of expanding cloud computing services look like a worthy investment to me, and the current dividend (which cost IBM $5.78 billion over the last year) isΒ well supported by free cash flowΒ ($10.8 billion over the same stretch).