IBM Is Well-Positioned for the New New Economy

Are Professors Reinhart and Rogoff credible? You decide. Their study is nevertheless a best-selling book in Amazon's "business and investing" category. Global leaders have asked for, and received, their advice.

Uh, no. Go ahead and put some eggs in emerging markets. At that time invest in companies that can grow revenue in a lackluster economy during containing costs in an inflationary environment. With margins nearly record highs and commodity prices on a tear, that's easier said than done. This is where IBM comes in.

The tortoise

The tortoise and the hareHow does a research Goliath with $98 billion in sales and roots dating back to the early 1900s deliver 12% or better EPS growth? IBM's five-year plan assumes:

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