Every long-term investor has to decide how often and when to evaluate any single holding within a larger portfolio. Evaluate holdings "too often" and an individual may take on the investing characteristics of a short-term investor. Miss a critical "when" and a long-term investor may look back on an investment, shake their head and think, "I should have gotten out (or in) when 'that' happened." There is one time, though, "when" all investors should take a hard look at any individual holding: a change in the corner office.

It is time to evaluate any IBM holdings. This article will not make any buy or sell recommendations. ... It is just a first insight for your consideration written by a former IBM employee—turned author—that evaluates Arvind Krishna's "First 100 Days."

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