Analyst Report: International Business Machines
Insights from James Kelleher, CFA
– Expertise: James Kelleher, CFA, serves as the Director of Research and Senior Analyst at Argus with over 25 years of experience in the financial services industry. He joined Argus in 1993.
– Leadership Role: As the Director of Research, Jim plays a pivotal role in shaping the firm’s investment strategies and is an active member of the Investment Policy Committee.
– Valuation Models: He has significantly contributed to the development of Argus’ proprietary valuation models, which are integral to their renowned Argus Six-Point Rating System.
– Technical Analysis: Overseeing Argus’ technical analysis products, Jim writes the Portfolio Selector report among other publications, ensuring investors are well-informed.
– Portfolio Management: He manages several Argus model portfolios, focusing primarily on sectors including Communications Equipment, Semiconductors, Information Processing, and Electronic Manufacturing Services.
– Professional Recognition: A CFA charterholder, Jim has received multiple accolades, including being a three-time winner in The Wall Street Journal’s Best on the Street All-Star Analyst Survey.
– Published Author: In July 2010, Jim published Equity Valuation for Analysts & Investors through McGraw-Hill Professional. This book serves as a comprehensive resource on financial modeling and valuation, introducing Argus’ proprietary valuation methodology, known as Peer Derived Value.
In conclusion, James Kelleher’s extensive background in technology investments and his leadership at Argus establish him as a trusted voice in equity valuation. His contributions not only enhance the Argus rating system but also empower investors through his insightful publications and portfolio management strategies.