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Compiling comments that experts make about stocks while on public TV.

Microsoft Stock Symbol: MSFT-Q

Last Price Recorded: $77.5900 on 2017-10-17

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Date Signal Expert Opinion Price
2017-10-16 PAST TOP PICK Barry Schwartz

(A Top Pick Nov 3/16. Up 34%.) He likes its exposure to the Cloud, an incredible business. They aren’t making money on the Cloud at the moment. However, unlike Amazon (AMZN-Q), they are funding their Cloud ambitions with a business that is gushing cash. 80% margins in their software business. Feels the Cloud is going to be a $1 trillion plus business.


Price:
$77.650
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-02 BUY Don Vialoux

Seasonal it is strong from now until the middle of January.  Technically, it is in an upward trend.  Stick with it or buy some more.


Price:
$74.610
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULL
Owned:
Unknown
2017-09-27 TOP PICK Alex Ruus

One thing that really capitalized Amazon (AMZN-Q) in the last 2 years, is Amazon Web Services. This company is a close #2 in that business, and there are certain aspects of their historic legacy business that puts them in a powerful position to potentially pull even or even surpass them over time. Generates a ton of free cash flow. Dividend yield of 2.3%. (Analysts’ price target is $82.)


Price:
$73.850
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-13 COMMENT Paul Gardner, CFA

Had a great run. When he bought it, it was on a free cash flow yield basis of about 12%. Now it sits with a 5%-6% free cash flow yield. Their Cloud-based business has exploded upwards. Office Suite 65 has done incredibly well. The only issue is valuation. It used to trade at 10X earnings, but now trades at 25X. If you take out the cash, it is more like 15X. Thinks there is more upside, but he is cautious. He is going to look at this in the next couple of weeks as to what he is going to do with reallocating.


Price:
$75.210
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 COMMENT Stephen Groff

He likes this. A very well-run business. In the past number of years, it has been undergoing a pretty meaningful transition, and now much more of the business has much higher quality revenue streams. In his opinion, deserving of a much higher multiple than the prior Microsoft. They’ve found discipline in terms of costs and capital allocation. He likes their underlying strength, diversification and how they are running it. It is no longer cheap, and would own more if it were cheaper.


Price:
$73.400
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-08-25 WAIT Don Vialoux

It has very strong seasonality from mid-October until January.  It is a bit early right now.  Buy the whole position in around the middle of October.


Price:
$72.820
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-24 PAST TOP PICK Stan Wong

(Top Pick Jun 23/16, Up 44.26%)  He still likes it.  22 times forward earrings and a 10% growth rate.  They are a major player in the cloud business with 28% of revenues from that.  MS Office is doing quite well.  It is getting a tad expensive, however.


Price:
$72.690
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2017-08-17 COMMENT Gordon Reid

Management has done a very, very good job of bringing the shine back. Their initiatives are obviously clear, and do close to 20% of their revenues in the Cloud. Their gaming offering is exciting. They are doing a good job, but when looking at the results, they are still spinning their wheels a little. This company goes up and down the valuation elevator. However, results are quite muted and they don’t change a lot, they grow incrementally. The expected changes haven’t happened yet, so you shouldn’t think that because the stock price has moved dramatically, that they have proven anything.


Price:
$72.400
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-08-14 COMMENT David Fingold

A good company. They’ve taken this from being a business where you would periodically buy an upgrade to your software. More and more people are buying licenses where they pay a certain amount per year, and are guaranteed access to the current version. That turns it into a kind of utility, resulting in you having to pay if you want to use your computer. Very heavily involved in Cloud, not as strong a position as Amazon (AMZN-Q), but probably the #2 position.


Price:
$73.590
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-10 COMMENT Jennifer Radman

What has been working for this company is their Cloud services platform. Amazon (AMZN-Q) started in that space, targeting towards the start-ups and entrepreneurs, but Microsoft, with their huge relationships, have really done a good job, and that has been doing really, really well for them. If you aren’t in this, you may have missed the boat at this point.


Price:
$71.410
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-01 TOP PICK Alex Ruus

He likes the Web services. This has had a good run over the last year, but thinks it is justified by the evolution of the company picking up LinkedIn. A real competitor to Amazon and Web services. Dividend yield of 2.1%. (Analysts’ price target is $82.00.)


Price:
$72.580
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-27 COMMENT David Driscoll

Dividends have been growing well since they first initiated them about 10 years ago. In their last quarter, they were up 10% in constant currencies. Commercial Cloud annualized revenues run rate is now $18 billion, and the growth has them on track to meet their goal of $20 billion. A quality company, with a good platform in all the right areas. They should be able to dominate the Cloud space.


Price:
$73.160
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
No
2017-06-29 COMMENT Stan Wong

Starting to pull back due to the recent rotation of the techs. The chart shows it has done nothing but make new highs, higher highs and higher lows. It is getting a little pricey when you look at the metrics in terms of the PE relative to the growth rate, but for a decent dividend paying name in the Tech space, this is a name that people like to have. The Cloud space is doing very well for them and the software has begun to rebound. Watch the valuation. Flipping out of this, might be an opportunity.


Price:
$68.490
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 COMMENT Gordon Reid

This company went through a very, very strong growth period. It has run up the valuation ladder and then has come down. The fundamentals of revenue growth, cash flow growth and earnings growth have been steady and uninspiring over time. People now have faith in the new CEO and the Cloud, so it is going up the valuation ladder again. This is an OK buy here. A little bit expensive. He thinks there are lots of other technology companies to look at.


Price:
$70.270
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-06-20 TOP PICK David Burrows

This is dominant for enterprise relationships. Of the 3 companies that are in Cloud-based computing, this is the one with all the corporate relationships. They are signing up long-term contracts with an enormous number of corporations. Their Cloud-based business has grown 93% in the last quarter. Their software services is growing nicely. Dividend yield of 2.2%. (Analysts’ price target is $77.)


Price:
$69.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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