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Microsoft (MSFT-Q)

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Microsoft
MSFT-Q

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What the experts are saying about MSFT-Q

Signal	Opinion	Expert
HOLD	Microsoft(MSFT-Q) December 14, 2018 Eighth biggest holding, at 3%. Fantastic franchise. Built up the cloud. Very strong horses in the race, that's why they're a leader. Should be a core holding. computer software/processing 0 0 0 0 0 0 comments	Eighth biggest holding, at 3%. Fantastic franchise. Built up the cloud. Very strong horses in the race, that's why they're a leader. Should be a core holding. computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $106.030 Owned Yes

COMMENT	Microsoft(MSFT-Q) December 13, 2018 They did a great job at turning the company around. The software business is ultimately their Achilles Heel. They haven't been able to execute in a meaningful way their hardware business. He would hedge his bets with other tech companies. computer software/processing 0 0 0 0 0 0 comments	They did a great job at turning the company around. The software business is ultimately their Achilles Heel. They haven't been able to execute in a meaningful way their hardware business. He would hedge his bets with other tech companies. computer software/processing 0 0 0 0 0 0 comments John O'Connell, Chairman a, Davis Rea... Price $109.450 Owned No
TOP PICK	Microsoft(MSFT-Q) December 11, 2018 She bought it during the October pullback. Their cloud service is second only behind Amazon. They've transitioned their Office products to become a recurring revenue stream. Definite growth will continue. Strong balance sheet with $7 net cash/share. They can fund their growth without taking on debt. (Analysts’ price target is $125.63) computer software/processing 0 0 0 0 0 0 comments	She bought it during the October pullback. Their cloud service is second only behind Amazon. They've transitioned their Office products to become a recurring revenue stream. Definite growth will continue. Strong balance sheet with $7 net cash/share. They can fund their growth without taking on debt. (Analysts’ price target is $125.63) computer software/processing 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $108.590 Owned Yes
BUY on WEAKNESS	Microsoft(MSFT-Q) December 5, 2018 The most expensive stock in his portfolio. No one's been able to unseat Windows, plus Office is now software as a service. Cloud business drives total revenue growth by 19%. Stock is not cheap, but it's such an amazing, well-run company, and you're getting great growth. Only missing piece is they don't have anything in the mobile sector. computer software/processing 0 0 0 0 0 0 comments	The most expensive stock in his portfolio. No one's been able to unseat Windows, plus Office is now software as a service. Cloud business drives total revenue growth by 19%. Stock is not cheap, but it's such an amazing, well-run company, and you're getting great growth. Only missing piece is they don't have anything in the mobile sector. computer software/processing 0 0 0 0 0 0 comments Lorne Steinberg President , Lorne Steinberg Weal... Price $0.000 Owned Yes
COMMENT	Microsoft(MSFT-Q) November 29, 2018 IBM (IBM-N) vs Microsoft (MSFT-Q) No brainer for him he prefers Microsoft. Microsoft is up 30% YTD, they are doing a lot of things very well. He would buy half Microsoft and half Apple and would leave IBM out of this. Microsoft is not cheap, Apple is cheap, so at least you are getting some value incorporated into the investment. computer software/processing 0 0 0 0 0 0 comments	IBM (IBM-N) vs Microsoft (MSFT-Q) No brainer for him he prefers Microsoft. Microsoft is up 30% YTD, they are doing a lot of things very well. He would buy half Microsoft and half Apple and would leave IBM out of this. Microsoft is not cheap, Apple is cheap, so at least you are getting some value incorporated into the investment. computer software/processing 0 0 0 0 0 0 comments Kash Pashootan CEO & Chie, First Avenue Investm... Price $110.190 Owned Unknown
BUY	Microsoft(MSFT-Q) November 26, 2018 He's short a lot of tech stocks, but MSFT is doing very well. He had been long this, then sold it a few months ago. MSFT instead is a buy. That said, he wouldn't be too quick to jump into any tech stock now--they've been volatile, overowned in ETFs, so there's been some unwound. MSFT has great growth and dominates their field. The CEO has done a fantastic job ressurecting their growth, especially in the Cloud. They are well-position in Cloud which will fuel growth. They also have a ton of cash. Stay long on this. Maybe you could add more at a lower price. computer software/processing 0 0 0 0 0 0 comments	He's short a lot of tech stocks, but MSFT is doing very well. He had been long this, then sold it a few months ago. MSFT instead is a buy. That said, he wouldn't be too quick to jump into any tech stock now--they've been volatile, overowned in ETFs, so there's been some unwound. MSFT has great growth and dominates their field. The CEO has done a fantastic job ressurecting their growth, especially in the Cloud. They are well-position in Cloud which will fuel growth. They also have a ton of cash. Stay long on this. Maybe you could add more at a lower price. computer software/processing 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $106.470 Owned No
TOP PICK	Microsoft(MSFT-Q) November 22, 2018 They do not have a data privacy overhang like lots of other FANG stocks have. They pivoted themselves to the cloud. They are doing good things for the enterprise. They pay a pretty good dividend. The stock will continue to grow at 15%+ for the next while. If you get this next week or so on the pull back close to $100, that would be good. (Analysts’ price target is $125.77) computer software/processing 0 0 0 0 0 0 comments	They do not have a data privacy overhang like lots of other FANG stocks have. They pivoted themselves to the cloud. They are doing good things for the enterprise. They pay a pretty good dividend. The stock will continue to grow at 15%+ for the next while. If you get this next week or so on the pull back close to $100, that would be good. (Analysts’ price target is $125.77) computer software/processing 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $0.000 Owned Yes
HOLD	Microsoft(MSFT-Q) November 21, 2018 They continue to provide good earnings. They sold it too early. He thinks valuation is too high. Well run company, generating a lot of cash flow. This should be a long term hold. computer software/processing 0 0 0 0 0 0 comments	They continue to provide good earnings. They sold it too early. He thinks valuation is too high. Well run company, generating a lot of cash flow. This should be a long term hold. computer software/processing 0 0 0 0 0 0 comments Michael Simpson Senior Vic, Sentry Investments... Price $103.110 Owned No
WAIT	Microsoft(MSFT-Q) November 20, 2018 Add more? Has hung in fairly well compared to other tech. Viewed as more of a traditional tech company. Well managed. Cloud services are growing. Doing all the right things fundamentally. Tech spend will continue to increase. Sees core businesses growing. If you already own it, hold, but wait to add more and see if it comes down and holds around $95. computer software/processing 0 0 0 0 0 0 comments	Add more? Has hung in fairly well compared to other tech. Viewed as more of a traditional tech company. Well managed. Cloud services are growing. Doing all the right things fundamentally. Tech spend will continue to increase. Sees core businesses growing. If you already own it, hold, but wait to add more and see if it comes down and holds around $95. computer software/processing 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $101.710 Owned Yes
TOP PICK	Microsoft(MSFT-Q) November 13, 2018 After watching it, she bought it during the recent pullback under $103. They're transitioning their Office business into a subscriber-based business. Then, there's Windows. The last third is their Cloud business, which is well-positioned, just behind Amazon. They have a global business. Companies are comfortable with Microsoft so there's security and confidence in MSFT. The Cloud has a lot of room to grow. Boasts a strong balance sheet and a stable, recurring revenue stream. Strong balance sheet; they are net cash positive, actually. They don't need the debt markets to finance growth. (Analysts’ price target is $125.69) computer software/processing 0 0 0 0 0 0 comments	After watching it, she bought it during the recent pullback under $103. They're transitioning their Office business into a subscriber-based business. Then, there's Windows. The last third is their Cloud business, which is well-positioned, just behind Amazon. They have a global business. Companies are comfortable with Microsoft so there's security and confidence in MSFT. The Cloud has a lot of room to grow. Boasts a strong balance sheet and a stable, recurring revenue stream. Strong balance sheet; they are net cash positive, actually. They don't need the debt markets to finance growth. (Analysts’ price target is $125.69) computer software/processing 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $106.940 Owned Yes
BUY on WEAKNESS	Microsoft(MSFT-Q) November 13, 2018 How much to buy this as an entry point? At $106, it's in a mid-high multiple, which is a little rich for him, but then again, it's done very well under a high multiple. They have transitioned very well from software to the cloud. Their CEO has done a masterful job. He'd prefer to see this priced lower, but he's not sure he'll see that. computer software/processing 0 0 0 0 0 0 comments	How much to buy this as an entry point? At $106, it's in a mid-high multiple, which is a little rich for him, but then again, it's done very well under a high multiple. They have transitioned very well from software to the cloud. Their CEO has done a masterful job. He'd prefer to see this priced lower, but he's not sure he'll see that. computer software/processing 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $106.940 Owned No
TOP PICK	Microsoft(MSFT-Q) November 12, 2018 They have 18% top line growth and are killing it in cloud. It has recurring revenue and high growth. It is not trading at a crazy multiple. He thinks it can hang in in a downturn. (Analysts’ price target is $125.69) computer software/processing 0 0 0 0 0 0 comments	They have 18% top line growth and are killing it in cloud. It has recurring revenue and high growth. It is not trading at a crazy multiple. He thinks it can hang in in a downturn. (Analysts’ price target is $125.69) computer software/processing 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $106.870 Owned Yes
PARTIAL SELL	Microsoft(MSFT-Q) November 8, 2018 A mature tech company. He is concerned about the valuation. Great company did a turn to the cloud. It had a very good run. computer software/processing 0 0 0 0 0 0 comments	A mature tech company. He is concerned about the valuation. Great company did a turn to the cloud. It had a very good run. computer software/processing 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $111.750 Owned No
TOP PICK	Microsoft(MSFT-Q) November 1, 2018 Owned it for quite a few years. They broke out from a giant base a few years ago. He likes what they are doing. He thinks it is still on a uptrend. Great entry point. Dividend Yield of 1.6%. computer software/processing 0 0 0 0 0 0 comments	Owned it for quite a few years. They broke out from a giant base a few years ago. He likes what they are doing. He thinks it is still on a uptrend. Great entry point. Dividend Yield of 1.6%. computer software/processing 0 0 0 0 0 0 comments Keith Richards Portfolio , ValueTrend Wealth Ma... Price $105.920 Owned Yes
COMMENT	Microsoft(MSFT-Q) October 31, 2018 He added to their current position during the recent pullback. This is #6 in all their holdings and this is the leader in their software holdings and is contributing in a substantial way to the company’s 45% growth in revenues. The subscription business is brilliant. Their cloud business now rivals that of Google’s. (Analysts’ price target is $126) computer software/processing 0 0 0 0 0 0 comments	He added to their current position during the recent pullback. This is #6 in all their holdings and this is the leader in their software holdings and is contributing in a substantial way to the company’s 45% growth in revenues. The subscription business is brilliant. Their cloud business now rivals that of Google’s. (Analysts’ price target is $126) computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $106.810 Owned Unknown

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