MSFT-Q
It trades in the mid-30s, an historically high PE for them, but MSFT is very well-managed. The CEO has really turned the ship around from software to the cloud. Fine operations. They just invested in GM's Cruise division of self-driving cars, so this is exciting (he owns GM). He has nothing but admiration for MSFT.
It trades in the mid-30s, an historically high PE for them, but MSFT is very well-managed. The CEO has really turned the ship around from software to the cloud. Fine operations. They just invested in GM's Cruise division of self-driving cars, so this is exciting (he owns GM). He has nothing but admiration for MSFT.
MSFT vs. APPL Apple is a consumer products company, whereas MSFT is an enterprise company. Both trade at similar multiples. Great balance sheets, buy back shares, increase dividends. Apple relies on growing iPhone and 5G. Will continue to do well. The iCar is an expensive proposition. MSFT has really benefited from cloud infrastructure growth. Better margins and free cashflow growth are ahead. MSFT is in a sweet spot and may have better growth in the next little while, so he'd choose it.
MSFT vs. APPL Apple is a consumer products company, whereas MSFT is an enterprise company. Both trade at similar multiples. Great balance sheets, buy back shares, increase dividends. Apple relies on growing iPhone and 5G. Will continue to do well. The iCar is an expensive proposition. MSFT has really benefited from cloud infrastructure growth. Better margins and free cashflow growth are ahead. MSFT is in a sweet spot and may have better growth in the next little while, so he'd choose it.
Their Azure cloud platform could come on stronger than Amazon's AWS or Google Cloud, their main competitors. Today, when MSFT rebounded from its down opening, led to the whole market also rebounding. Definitely buy on dips.
It is not a name he would buy right now. Buying Amazon or Alibaba makes a lot of sense. It is trading at 31x 2021 with 13% EPS rate. It is expensive. Likes the company and thinks it is a must-own name. However, he thinks there will be a chance to buy it at lower levels when there is a rotation into growth.
It is not a name he would buy right now. Buying Amazon or Alibaba makes a lot of sense. It is trading at 31x 2021 with 13% EPS rate. It is expensive. Likes the company and thinks it is a must-own name. However, he thinks there will be a chance to buy it at lower levels when there is a rotation into growth.
Owns Microsoft and entered back in March. You are getting the cloud, entreprise and other businesses. Likes the diversification and growth expectation. You are paying a premium 31x earnings but revenue growth is low double digits which is very good. CRM, you pay higher multiples than Microsoft. Prefers MSFT.
Owns Microsoft and entered back in March. You are getting the cloud, entreprise and other businesses. Likes the diversification and growth expectation. You are paying a premium 31x earnings but revenue growth is low double digits which is very good. CRM, you pay higher multiples than Microsoft. Prefers MSFT.
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 30
Neutral - Hold Signals / Votes : 4
Bearish - Sell Signals / Votes : 8
Total Signals / Votes : 42
Microsoft is a American stock, trading under the symbol MSFT-Q on the NASDAQ (MSFT). It is usually referred to as NASDAQ:MSFT or MSFT-Q
In the last year, 42 stock analysts published opinions about MSFT-Q. 30 analysts recommended to BUY the stock. 8 analysts recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. Read the latest stock experts' ratings for Microsoft.
Microsoft was recommended as a Top Pick by Jamie Murray on 2021-02-08. Read the latest stock experts ratings for Microsoft.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
42 stock analysts on Stockchase covered Microsoft In the last year. It is a trending stock that is worth watching.
On 2021-03-02, Microsoft (MSFT-Q) stock closed at a price of $233.87.
