NASDAQ:MSFT

Microsoft Corp (MSFT)

493.78
-3.97 (0.80%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
1796 watching
0
COMMENT
Doesn't think it will get together with Yahoo (YHOO-Q). Yahoo management behaviour during the whole Microsoft bid was appalling bad.
DON'T BUY
Very successful company over the years but they really are living on past glories. Producing a lot of cash but doesn't seem to be able to come up with a home run. There are a lot of companies he would rather own in the technology space.
COMMENT
Microsoft (MSFT-Q), Cisco (CSCO-Q) and Intel (INTC-Q) are probably going to weather the downturn relatively well. They are all effectively utilities and have significantly free cash flows with little or no debt.
SELL
This stock has been doing nothing for a very long time. May bounce back up to $24.
COMMENT
Cash is well in excess of all book liabilities. He likes to get in at 10x peak earnings or less.
WEAK BUY
Likes US large-cap stocks right now and likes the software sector. Most of these companies generate an enormous amount of cash and need virtually no financing. Earnings multiples have come down a ton over the last 8 years. Think you could probably make money on this one. Given a choice, he would rather own Symantic (SYMC-Q) or Sybase (SY-N) but you will probably be okay in this one.
BUY
Have such a fantastic core business that anything acquired is dilutive. The core Windows and Office Franchise continues to generate well over $1 billion in free cash flow every month. Have over $30 billion on the cash sheet waiting to be deployed. Trades at it free cash flow yield of close to 8%.
DON'T BUY
Was on the cutting edge for years and years but seem to have lost their way a little bit. Still a great company and generating revenues. Growing at a lot slower rate than some of their competitors.
SELL
There will be a better chance to buy this company. He is standing on the sidelines right now.
BUY
Really cheap at these levels. Great company and great earnings story. Have an absolute whack of cash.
COMMENT
Back and forth with Yahoo (YHOO-Q). One of the strangest takeover battles she has ever seen. Very cheap on an earnings basis. Expect they will start to return more cash to the shareholders. Have some challenges with their Internet strategy. Probably a non-performer until the Yahoo situation is firmly resolved.
DON'T BUY
Has gone through a tough time with the change in management. Vista launch was not as strong as hoped. Attempted unsuccessfully to acquire Yahoo (YHOO-Q). Not yet clear what they want to do.
DON'T BUY
Not a big fan of this one. Trades at a very low multiple and has lots of cash but they seem to keep shooting themselves in the foot. Their approach to Yahoo (YHOO-Q) hasn't worked so far.
COMMENT
Becoming like a utility. Has recurring revenue and will eventually have a utility type yield.
DON'T BUY
Any time a company of this size says they need to spend $45 billion to remake their business model, it raises questions as to how robust is their business. Their Vista product has not been very successful.
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