Microsoft | StockChase
612
Microsoft (MSFT-Q)

Last Price Recorded: $82.5300 on 2017-11-20

ON STOCKCHASE SINCE Oct 2000

computer software/processing

Microsoft


Signal Opinion Expert

2017-11-16

TOP PICK
Microsoft (MSFT-Q)

He likes companies that produce a lot of free cash flow, because it generates a lot of shareholder wealth. This is the world’s largest software company, and they generate increasing streams of revenue and free cash flow. Trades at about a 6% free cash flow yield. Has recently started to accelerate their business as they’ve accelerated their web business. Dividend yield of 2%. (Analysts’ price target is $92.)

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $83.200
Owned: Yes

2017-11-13

HOLD
Microsoft (MSFT-Q)

Has had a great run. One of the best companies in the world. It struggled after the 2000 setback. Every new business that started up in the last 25 years, runs on Microsoft. As these businesses grow, this company’s products are just going to naturally populate as they grow. They got into Cloud computing, and were able to roll their entire user base from the legacy software to software services, replacing the one-time payment to a monthly rental payment, which provides better cash flow and outlook for the company.

computer software/processing
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $83.930
Owned: Yes

2017-11-08

COMMENT
Microsoft (MSFT-Q)

She missed the boat on this one. They were kind of lumped into the old technology type of group, but did a remarkable job of taking the installed base and getting into the Cloud side. Now Cloud accounts for about 26% of overall revenue, and now they are bundling those packages together. Have done a phenomenal job of that and have gone from a legacy technology provider, getting into the FAANG space. It's had a phenomenal run with EV to EBITDA going from 24X in 2.5 years. There are a lot of good things happening within the company. It's hard for her to get around the valuation at this time.

computer software/processing
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $84.560
Owned: No

2017-10-24

DON'T BUY
Microsoft (MSFT-Q)

Reports on Thursday. Buy or wait? This is the one stock that has helped the market, in addition to FAANG, it’s just that no one knows how to spell FMAANG by adding M into the acronym. It has been a home run since February 2014 when management changed. It’s been trading at around 20X earnings every quarter for a long time. He would stay away for the time being and have a better entry point. The growth story for them has been their Cloud services division, where they are going up against Amazon Web services. When facing a competitor like that, who has no problem not earning money, that becomes a big dogfight. Wouldn’t be comfortable buying at these prices.

computer software/processing
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $78.860
Owned: Unknown

2017-10-16

PAST TOP PICK
Microsoft (MSFT-Q)

(A Top Pick Nov 3/16. Up 34%.) He likes its exposure to the Cloud, an incredible business. They aren’t making money on the Cloud at the moment. However, unlike Amazon (AMZN-Q), they are funding their Cloud ambitions with a business that is gushing cash. 80% margins in their software business. Feels the Cloud is going to be a $1 trillion plus business.

computer software/processing
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $77.650
Owned: Yes

2017-10-02

BUY
Microsoft (MSFT-Q)

Seasonal it is strong from now until the middle of January.  Technically, it is in an upward trend.  Stick with it or buy some more.

computer software/processing
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $74.610
Owned: Unknown

2017-09-27

TOP PICK
Microsoft (MSFT-Q)

One thing that really capitalized Amazon (AMZN-Q) in the last 2 years, is Amazon Web Services. This company is a close #2 in that business, and there are certain aspects of their historic legacy business that puts them in a powerful position to potentially pull even or even surpass them over time. Generates a ton of free cash flow. Dividend yield of 2.3%. (Analysts’ price target is $82.)

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $73.850
Owned: Yes

2017-09-13

COMMENT
Microsoft (MSFT-Q)

Had a great run. When he bought it, it was on a free cash flow yield basis of about 12%. Now it sits with a 5%-6% free cash flow yield. Their Cloud-based business has exploded upwards. Office Suite 65 has done incredibly well. The only issue is valuation. It used to trade at 10X earnings, but now trades at 25X. If you take out the cash, it is more like 15X. Thinks there is more upside, but he is cautious. He is going to look at this in the next couple of weeks as to what he is going to do with reallocating.

computer software/processing
Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Management

Price: $75.210
Owned: Yes

2017-09-06

COMMENT
Microsoft (MSFT-Q)

He likes this. A very well-run business. In the past number of years, it has been undergoing a pretty meaningful transition, and now much more of the business has much higher quality revenue streams. In his opinion, deserving of a much higher multiple than the prior Microsoft. They’ve found discipline in terms of costs and capital allocation. He likes their underlying strength, diversification and how they are running it. It is no longer cheap, and would own more if it were cheaper.

computer software/processing
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $73.400
Owned: Yes

2017-08-25

WAIT
Microsoft (MSFT-Q)

It has very strong seasonality from mid-October until January.  It is a bit early right now.  Buy the whole position in around the middle of October.

computer software/processing
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $72.820
Owned: Unknown

2017-08-24

PAST TOP PICK
Microsoft (MSFT-Q)

(Top Pick Jun 23/16, Up 44.26%)  He still likes it.  22 times forward earrings and a 10% growth rate.  They are a major player in the cloud business with 28% of revenues from that.  MS Office is doing quite well.  It is getting a tad expensive, however.

computer software/processing
Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $72.690
Owned: Yes

2017-08-17

COMMENT
Microsoft (MSFT-Q)

Management has done a very, very good job of bringing the shine back. Their initiatives are obviously clear, and do close to 20% of their revenues in the Cloud. Their gaming offering is exciting. They are doing a good job, but when looking at the results, they are still spinning their wheels a little. This company goes up and down the valuation elevator. However, results are quite muted and they don’t change a lot, they grow incrementally. The expected changes haven’t happened yet, so you shouldn’t think that because the stock price has moved dramatically, that they have proven anything.

computer software/processing
Gordon Reid

President, GoodReid Investment Counsel

Price: $72.400
Owned: No

2017-08-14

COMMENT
Microsoft (MSFT-Q)

A good company. They’ve taken this from being a business where you would periodically buy an upgrade to your software. More and more people are buying licenses where they pay a certain amount per year, and are guaranteed access to the current version. That turns it into a kind of utility, resulting in you having to pay if you want to use your computer. Very heavily involved in Cloud, not as strong a position as Amazon (AMZN-Q), but probably the #2 position.

computer software/processing
David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $73.590
Owned: Yes

2017-08-10

COMMENT
Microsoft (MSFT-Q)

What has been working for this company is their Cloud services platform. Amazon (AMZN-Q) started in that space, targeting towards the start-ups and entrepreneurs, but Microsoft, with their huge relationships, have really done a good job, and that has been doing really, really well for them. If you aren’t in this, you may have missed the boat at this point.

computer software/processing
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $71.410
Owned: No

2017-08-01

TOP PICK
Microsoft (MSFT-Q)

He likes the Web services. This has had a good run over the last year, but thinks it is justified by the evolution of the company picking up LinkedIn. A real competitor to Amazon and Web services. Dividend yield of 2.1%. (Analysts’ price target is $82.00.)

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $72.580
Owned: Yes

Showing 1 to 15 of 612 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.