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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Opinion
Expert
BUY
BUY
June 24, 2019
They're into themes--cloud, software, gaming, social media (LinkedIn)--with strong tailwinds. He likes MSFT. Valuations have risen a bit (Google and Facebook have pulled back). MSFT's growth isn't as attractive as those two, but investors love their runway of growth.
They're into themes--cloud, software, gaming, social media (LinkedIn)--with strong tailwinds. He likes MSFT. Valuations have risen a bit (Google and Facebook have pulled back). MSFT's growth isn't as attractive as those two, but investors love their runway of growth.
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
COMMENT
COMMENT
May 29, 2019
China-US trade war is having an effect on entire tech sector. It's a bit more immune to it, but he wouldn't be stepping in front of this train. Perhaps a bit more defensive as a tech in terms of its scope.
China-US trade war is having an effect on entire tech sector. It's a bit more immune to it, but he wouldn't be stepping in front of this train. Perhaps a bit more defensive as a tech in terms of its scope.
computer software/processing
Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
$124.940
Unknown
BUY
BUY
May 27, 2019
It is big and liquid and has a solid balance sheet. They have an improving margin profile. The 365 initiative involves paying monthly or annually instead of upgrading whenever they remove support for old versions. They are a major cloud computing enabler. This gives them lots of recurring revenue at high margins. To some extent they are turning the company into a utility.
It is big and liquid and has a solid balance sheet. They have an improving margin profile. The 365 initiative involves paying monthly or annually instead of upgrading whenever they remove support for old versions. They are a major cloud computing enabler. This gives them lots of recurring revenue at high margins. To some extent they are turning the company into a utility.
computer software/processing
TOP PICK
TOP PICK
May 23, 2019
Sleep at night, buy the company. Expensive but they are growing in their cloud business. Earnings growth is accelerating. they have a 30 multiple into next year. (Analysts’ price target is $144.00)
Sleep at night, buy the company. Expensive but they are growing in their cloud business. Earnings growth is accelerating. they have a 30 multiple into next year. (Analysts’ price target is $144.00)
computer software/processing
BUY
BUY
May 21, 2019
Growth potential? Owns it and would buy it here. Thinks it's a great company. After 2000 the technology shifted to the consumers as opposed to the enterprises. Now the big issues in technology are really enterprises based, whether it's the cloud, AI, cyber security, machine learning, etc. those are all big things happening in the cloud and that has to have a lot of scale and the easy choice has always been to pick Microsoft.
Growth potential? Owns it and would buy it here. Thinks it's a great company. After 2000 the technology shifted to the consumers as opposed to the enterprises. Now the big issues in technology are really enterprises based, whether it's the cloud, AI, cyber security, machine learning, etc. those are all big things happening in the cloud and that has to have a lot of scale and the easy choice has always been to pick Microsoft.
computer software/processing
BUY
BUY
May 16, 2019
He really likes it. They touch a lot of market segments. It is in the 95th percentile in terms of sustainable investing. This is how to get exposure to tech. Other tech companies are facing major governance issues. There is a lot of anger directed at those companies. MSFT-Q does not have that problem. They do not have a controlling CEO. Other big tech companies have low corporate governance scores.
He really likes it. They touch a lot of market segments. It is in the 95th percentile in terms of sustainable investing. This is how to get exposure to tech. Other tech companies are facing major governance issues. There is a lot of anger directed at those companies. MSFT-Q does not have that problem. They do not have a controlling CEO. Other big tech companies have low corporate governance scores.
computer software/processing
TOP PICK
TOP PICK
May 14, 2019
She likes their position in the cloud business, second behind Amazon, but gaining market share. They're transitioned many products to a monthly recurring revenue stream--good. They have a strong balance sheet. Valuation is 25x forward earnings, but she expects them to grow earnings in the double digits. (Analysts’ price target is $144.00)
She likes their position in the cloud business, second behind Amazon, but gaining market share. They're transitioned many products to a monthly recurring revenue stream--good. They have a strong balance sheet. Valuation is 25x forward earnings, but she expects them to grow earnings in the double digits. (Analysts’ price target is $144.00)
computer software/processing
WAIT
WAIT
May 13, 2019
Likes it, keeping an eye on it. Would like to own some if it gets beat up enough. CEO is doing positive things. Leveraging Windows platform vertically. Gaming business will continue to grow. LinkedIn has more monetization opportunities. Reasonable valuations.
Likes it, keeping an eye on it. Would like to own some if it gets beat up enough. CEO is doing positive things. Leveraging Windows platform vertically. Gaming business will continue to grow. LinkedIn has more monetization opportunities. Reasonable valuations.
computer software/processing
PAST TOP PICK
PAST TOP PICK
May 8, 2019
(A Top Pick May 09/18, Up 32%) They are a leading in the Cloud and the their membership sales are strong. Software is now a service.
(A Top Pick May 09/18, Up 32%) They are a leading in the Cloud and the their membership sales are strong. Software is now a service.
computer software/processing
BUY WEAKNESS
BUY WEAKNESS
May 6, 2019
He is watching for a correction. They are a company that is doing lots of good things. Their chart has the pattern you want to see and they continue to invest in the company.
He is watching for a correction. They are a company that is doing lots of good things. Their chart has the pattern you want to see and they continue to invest in the company.
computer software/processing
Comments
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