Bears. Beets. Big Blue: IBM Roars Back to Life Under New CEO!

False. Black Bear.

As Assistant Regional Manager (and volunteer Sheriff's Deputy) I Dwight K. Schrute take my investments very seriously. Today I am happy to report that IBM a company I have always secretly admired (for its potential not its past performance obviously) has been experiencing a resurgence under the leadership of Arvind Krishna. Jim Cramer himself a man of considerable (if somewhat misguided) financial acumen has acknowledged this phenomenon. I must say seeing IBM triumph is like watching Mose finally plow a field straight – unexpected but deeply satisfying. This Krishna he is no fool. Bears. Beets. Big Blue.

The Beet Goes On!

Before Krishna IBM was like a beet left too long in the ground – overgrown and unwieldy. Sales were as stagnant as a Scranton branch without Michael Scott's…unique…management style. But Krishna! He recognized that IBM needed to adapt. He saw the future which as I have always known involves technology hard work and a healthy respect for authority. Krishna has worked to shed that old image. Shares of IBM have trounced the market since Krishna's tenure began advancing 264% on a total return basis. Incredible. It's like harvesting a record beet crop after years of drought!

Cloudy with a Chance of Profits

Krishna embraced the cloud like I embrace my beet farm – with passion and unwavering dedication! The S&P 500 and Nasdaq Composite have climbed 173.5% and 191% respectively over the same stretch meaning that IBM is way ahead of the game. His acquisition of Red Hat for a cool $34 billion was a stroke of genius. It's like buying the best fertilizer on the market – expensive but essential for growth. I am already writing the press release for when Schrute Farms partners with IBM. It will be epic.

Multiplication is Key

The analysts at FactSet now recommend buying IBM (48%) compared with their previous measly rating (25%). Even the so called "experts" are finally seeing the light! And the price to earnings ratio? It has skyrocketed from 10 to 27! That is the kind of exponential growth I like to see. It warms my beet farming heart! I am also raising the bar. My target will be to acquire IBM as Schrute Farms new subsidiary within the next 5 years at least.

Infrastructure Software The Magic Formula!

According to Ben Reitzes at Melius IBM's infrastructure software is the secret sauce. He's raised his target price to $350 a share! That is more than I charge for a bushel of my finest beets! But the principle remains: IBM is making money and that makes me happy. The beet market is more volatile than the stock market. But they are both great options to grow your portfolio.

Assistant Regional Manager's Investment Strategy

So there you have it. IBM once dismissed as a has been is now thriving under Arvind Krishna's leadership. He saw the opportunity seized it and now investors (and Assistant Regional Managers like myself) are reaping the rewards. Remember folks sometimes the most unexpected investments yield the greatest returns. Just like a well tended beet field! And always always trust your gut. Unless your gut tells you to invest in Michael Scott Paper Company. Then run. Run far far away. I will leave you with this as the saying goes: "Whenever I'm about to do something I think 'Would an idiot do that?' And if they would I do not do that thing".