Microsoft
MSFT-Q
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About Microsoft (MSFT-Q)
Microsoft Corporation is an American multinational technology company with headquarters in Redmond, Washington. It develops, manufactures, licenses, supports and sells computer software, consumer electronics, personal computers, and services.
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PAST TOP PICK
PAST TOP PICK
November 12, 2019
(A Top Pick Nov 13/18, Up 40%) Incredible that they're growing their revenue double-digit considering their size. They're growing their cloud service, Azure, well and will continue to do so. MSFT is catching up to Amazon in the cloud. MSFT just won a big US government contract, US$10 billion over 10 years, which was expected to go to Amazon. MSFT has a lot of cash, which she likes, at $7/share, so they can fund their own growth without going into debt markets.
(A Top Pick Nov 13/18, Up 40%) Incredible that they're growing their revenue double-digit considering their size. They're growing their cloud service, Azure, well and will continue to do so. MSFT is catching up to Amazon in the cloud. MSFT just won a big US government contract, US$10 billion over 10 years, which was expected to go to Amazon. MSFT has a lot of cash, which she likes, at $7/share, so they can fund their own growth without going into debt markets.
computer software/processing
PAST TOP PICK
PAST TOP PICK
November 5, 2019
(A Top Pick Feb 13/19, Up 37%) He still likes it. Businesses will continue to move to the cloud which adds a lot of value to those companies.
(A Top Pick Feb 13/19, Up 37%) He still likes it. Businesses will continue to move to the cloud which adds a lot of value to those companies.
computer software/processing
TOP PICK
TOP PICK
November 4, 2019
computer software/processing
COMMENT
COMMENT
November 1, 2019
Microsoft continues to benefit from moving to the cloud. Servers, Azur, and software continues to perform. Xbox momentum continues. It's very expensive and he wouldn't buy right now. He would prefer FAANGs that have higher growth.
Microsoft continues to benefit from moving to the cloud. Servers, Azur, and software continues to perform. Xbox momentum continues. It's very expensive and he wouldn't buy right now. He would prefer FAANGs that have higher growth.
computer software/processing
BUY
BUY
October 30, 2019
It's done so well that some investors may take some profits now. He likes it. If you're buying this for 5-10 years for, say an RRSP, this is fine to buy now. Good fundamentals. They continue to reinvent themselves. As long as leadership remains the same, he thinks they can.
It's done so well that some investors may take some profits now. He likes it. If you're buying this for 5-10 years for, say an RRSP, this is fine to buy now. Good fundamentals. They continue to reinvent themselves. As long as leadership remains the same, he thinks they can.
computer software/processing
Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
$144.610
No
HOLD
HOLD
October 28, 2019
Sell 25% and buy Comcast, Cisco or hold the cash? MSFT has done very well in the last 5 years under the current CEO. They just won the US Defence contract, possibly influenced by Trump. MSFT is one of the most valuable companies in the world. However, if there is a wide market sell-off, MSFT will fall in a big way. That's why he doesn't hold it. MSFT is not a bad company. If you own this, let your winners run.
Sell 25% and buy Comcast, Cisco or hold the cash? MSFT has done very well in the last 5 years under the current CEO. They just won the US Defence contract, possibly influenced by Trump. MSFT is one of the most valuable companies in the world. However, if there is a wide market sell-off, MSFT will fall in a big way. That's why he doesn't hold it. MSFT is not a bad company. If you own this, let your winners run.
computer software/processing
Brett Girard, CPA, CA, CFA
CFO and Portfolio Manager, Liberty International Investment Management
$144.190
No
BUY
BUY
October 24, 2019
Likes it. Very strong earnings this morning. Cloud business strong. Long-term looks good. Subscription based model will help quite a bit. Trading at 26x earnings. 10% long-term growth rate. Not exactly cheap, but you are in the tech space. Yield is 1.5%. (Analysts’ price target is $150.17)
Likes it. Very strong earnings this morning. Cloud business strong. Long-term looks good. Subscription based model will help quite a bit. Trading at 26x earnings. 10% long-term growth rate. Not exactly cheap, but you are in the tech space. Yield is 1.5%. (Analysts’ price target is $150.17)
computer software/processing
BUY
BUY
October 17, 2019
He just trimmed his holdings. One has to look at the quality of what one is buying. This is a quality company. They are driven by the cloud business. He looks forward and sees so much cash being generated that it deserves to get a premium. They are a massive cash machine. They keep buying back stock and sit in an immaculate financial shape. It's not cheap, however.
He just trimmed his holdings. One has to look at the quality of what one is buying. This is a quality company. They are driven by the cloud business. He looks forward and sees so much cash being generated that it deserves to get a premium. They are a massive cash machine. They keep buying back stock and sit in an immaculate financial shape. It's not cheap, however.
computer software/processing
BUY
BUY
October 17, 2019
computer software/processing
BUY
BUY
October 16, 2019
Will the end of Windows 7 and adoption of Windows 10 boost revenues? The CEO is outstanding and MSFT is well-positioned going forward. This could be volatile though. Good news is priced in. Doesn't know if the adoption of Windows 10 (to replace Windows 7) in January will boost revenues.
Will the end of Windows 7 and adoption of Windows 10 boost revenues? The CEO is outstanding and MSFT is well-positioned going forward. This could be volatile though. Good news is priced in. Doesn't know if the adoption of Windows 10 (to replace Windows 7) in January will boost revenues.
computer software/processing
COMMENT
COMMENT
October 15, 2019
He's owned this for a long time, one of his biggest holdings. $173 is his target price and currently trades above his model price of $113.64. Has given him great rate of return.
He's owned this for a long time, one of his biggest holdings. $173 is his target price and currently trades above his model price of $113.64. Has given him great rate of return.
computer software/processing
COMMENT
COMMENT
October 11, 2019
Two completely different horses. Amazon is more innovative so it could have higher growth, but Microsoft has new upgrades, new contracts and is more stable. He wouldn't own either because FANGS make up about 20% of the index funds, so they will go down more than the others. Would buy half a position and add more depending. On a risk basis, it's too exposed to the overall market.
Two completely different horses. Amazon is more innovative so it could have higher growth, but Microsoft has new upgrades, new contracts and is more stable. He wouldn't own either because FANGS make up about 20% of the index funds, so they will go down more than the others. Would buy half a position and add more depending. On a risk basis, it's too exposed to the overall market.
computer software/processing
WEAK BUY
WEAK BUY
October 7, 2019
Enter now at $137 and add to a position? He owns a lot for the long-term. MSFT has been going up for a long while. Occasionally, it consolidates or pullbacks? Not bad to buy it now. Nothing wrong with this chart.
Enter now at $137 and add to a position? He owns a lot for the long-term. MSFT has been going up for a long while. Occasionally, it consolidates or pullbacks? Not bad to buy it now. Nothing wrong with this chart.
computer software/processing
PAST TOP PICK
PAST TOP PICK
October 3, 2019
(A Top Pick Oct 16/18, Up 30%) This is a leader in the software and software services sector. They are investing in the right proportions. Stick with it.
(A Top Pick Oct 16/18, Up 30%) This is a leader in the software and software services sector. They are investing in the right proportions. Stick with it.
computer software/processing
WAIT
WAIT
October 3, 2019
Holding firmly at major moving averages. Phenomenal run in the summer, now just resting. More defensive in the summer. Technology still has seasonal runway that can support it. Looking like it's topping here. Has started to break down below rising trend line. 200-day is a more opportune time to pick it up and ride it till it peaks in February.
Holding firmly at major moving averages. Phenomenal run in the summer, now just resting. More defensive in the summer. Technology still has seasonal runway that can support it. Looking like it's topping here. Has started to break down below rising trend line. 200-day is a more opportune time to pick it up and ride it till it peaks in February.
computer software/processing
Comments
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