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
August 19, 2019
(A Top Pick Oct 02/18, Up 21%) It is still one of his largest holdings. He still really likes the company. It is hard to find a company with as good a growth outlook. They are the second larger player in the cloud. They have been growing faster because they have the business trust (not to steal your data). Shares have topped out with choppy markets but will go higher when markets move.
(A Top Pick Oct 02/18, Up 21%) It is still one of his largest holdings. He still really likes the company. It is hard to find a company with as good a growth outlook. They are the second larger player in the cloud. They have been growing faster because they have the business trust (not to steal your data). Shares have topped out with choppy markets but will go higher when markets move.
computer software/processing
PARTIAL BUY
PARTIAL BUY
August 15, 2019
He is trimming in accounts with more than 2%. They are doing a great job. 8 times earnings and double digit growth with strong margins. It is not as cheap as it was and a lot of this is factored into the stock price. It is a reasonable price and can be bought in a new position in a small amount.
He is trimming in accounts with more than 2%. They are doing a great job. 8 times earnings and double digit growth with strong margins. It is not as cheap as it was and a lot of this is factored into the stock price. It is a reasonable price and can be bought in a new position in a small amount.
computer software/processing
COMMENT
COMMENT
August 15, 2019
computer software/processing
HOLD
HOLD
August 7, 2019
He really likes MSFT-Q as it sits in the software space in tech. It has good cash flow, is defensible and immune to tariff wars. The darling in the space. Trading in mid-20 PE ratio, but along with a similar growth rate in revenues. He likes the cloud opportunities and subscription services. Just mind the cycle in the market right now. Have a stop to protect yourself.
He really likes MSFT-Q as it sits in the software space in tech. It has good cash flow, is defensible and immune to tariff wars. The darling in the space. Trading in mid-20 PE ratio, but along with a similar growth rate in revenues. He likes the cloud opportunities and subscription services. Just mind the cycle in the market right now. Have a stop to protect yourself.
computer software/processing
HOLD
HOLD
August 6, 2019
A great company and one of his largest holdings. He love the subscription business. The cloud business is just another natural for them. Over 50% of their sales come internationally. It trades at 30 times earnings and has grown the dividend by 10% yearly. You have to own this. Yield 1.5%
A great company and one of his largest holdings. He love the subscription business. The cloud business is just another natural for them. Over 50% of their sales come internationally. It trades at 30 times earnings and has grown the dividend by 10% yearly. You have to own this. Yield 1.5%
computer software/processing
BUY
BUY
August 2, 2019
computer software/processing
BUY WEAKNESS
BUY WEAKNESS
July 25, 2019
An unbelievable 10-15 year turnaround. A wonderful business. His buy price is $125. Keep your eye on it. Firing on all cylinders. Cloud infrastructure growing like crazy, as is the legacy Microsoft suite. Business model has evolved well to subscriptions. Reasonable multiple, phenomenal company. Wait for a pullback.
An unbelievable 10-15 year turnaround. A wonderful business. His buy price is $125. Keep your eye on it. Firing on all cylinders. Cloud infrastructure growing like crazy, as is the legacy Microsoft suite. Business model has evolved well to subscriptions. Reasonable multiple, phenomenal company. Wait for a pullback.
computer software/processing
Christopher Blumas
Vice-President & Portfolio Manager, GlobeInvest Capital Management
$140.190
Unknown
DON'T BUY
DON'T BUY
July 18, 2019
computer software/processing
HOLD
HOLD
June 26, 2019
The company has done well growing revenues, cash flow and earnings. They have also reinvigorated their investor base -- meaning a higher PE ratio is the new norm. They have reinvented themselves and are very active in subscription revenues, the cloud and gaming. He does not own it at this time.
The company has done well growing revenues, cash flow and earnings. They have also reinvigorated their investor base -- meaning a higher PE ratio is the new norm. They have reinvented themselves and are very active in subscription revenues, the cloud and gaming. He does not own it at this time.
computer software/processing
BUY
BUY
June 24, 2019
computer software/processing
STRONG BUY
STRONG BUY
June 18, 2019
Loves it. MSFT is still misunderstood: MSFT is actually part utility, because you must pay MSFT once a year to use their services, just like you would pay a utility regularly. Guarantee income. Also, the cloud business still has enormous room to grow.
Loves it. MSFT is still misunderstood: MSFT is actually part utility, because you must pay MSFT once a year to use their services, just like you would pay a utility regularly. Guarantee income. Also, the cloud business still has enormous room to grow.
computer software/processing
BUY WEAKNESS
BUY WEAKNESS
June 12, 2019
Possible summer pullback? Absolutely, you may be able to buy it back cheaper this summer -- around $120. If you plan to take profit, don't sell all of it -- only a portion. It gives you some flexibility. This stock has to be a core holding in any tech portfolio. It is so consistent.
Possible summer pullback? Absolutely, you may be able to buy it back cheaper this summer -- around $120. If you plan to take profit, don't sell all of it -- only a portion. It gives you some flexibility. This stock has to be a core holding in any tech portfolio. It is so consistent.
computer software/processing
BUY
BUY
June 7, 2019
computer software/processing
PAST TOP PICK
PAST TOP PICK
June 5, 2019
(A Top Pick Jun 08/18, Up 25%) Software service with a recurring membership fee is doing great. They are seeing 20% growth in revenues and he expects that to continue. Software is not in the cross hairs like semi-conductors and other computer equipment.
(A Top Pick Jun 08/18, Up 25%) Software service with a recurring membership fee is doing great. They are seeing 20% growth in revenues and he expects that to continue. Software is not in the cross hairs like semi-conductors and other computer equipment.
computer software/processing
BUY
BUY
June 5, 2019
Their cloud offering is really a force to be reckoned with. A name he missed.
Their cloud offering is really a force to be reckoned with. A name he missed.
computer software/processing
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