The following video is from today's MarketFoolery podcast, in which host Chris Hill, along with Jeff Fischer and Jim Gillies, discuss the latest business news. IBM was the Dow's top performer Friday morning, with shares up more than 3% in the wake of Big Blue's latest quarterly results. In this segment, the guys analyze IBM's results and compare the importance of IBM as a technology bellwether with another tech giant, Intel. They also discuss a diverse competitive landscape that includes the likes of Accenture and Hewlett-Packard and share why, despite sustained growth over the years, IBM's stock still has room to run.

Shares of IBM are within shouting distance of the stock's all-time high, so it's not trading at a significant discount. For investors seeking dividend-paying stocks trading at bargain-basement prices, check out The Motley Fool's free report "2 Dirt Cheap Stocks With HUGE Dividends." You can get analysis of a market leader in payment systems and a high-yielding energy company by accessing this report. It won't be available forever, so simply click here -- it's free.