Microsoft | StockChase
618
Microsoft (MSFT-Q)

Last Price Recorded: $86.8500 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

computer software/processing
618
Microsoft (MSFT-Q)

Last Price Recorded: $86.8500 on 2017-12-15

ON STOCKCHASE SINCE Oct 2000

computer software/processing

Microsoft


Signal Opinion Expert
HOLD
Microsoft(MSFT-Q) 

December 12, 2017

(Market Call Minute.) Doesn't own this, but it’s on her Watch List. Likes the commercial Cloud business they are growing. It’s a high margin business going forward, and they have a good opportunity to take share in that space.

computer software/processing

(Market Call Minute.) Doesn't own this, but it’s on her Watch List. Likes the commercial Cloud business they are growing. It’s a high margin business going forward, and they have a good opportunity to take share in that space.

computer software/processing
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$85.580
Owned Owned
No

COMMENT
Microsoft(MSFT-Q) 

December 11, 2017

Buying back shares will be part of what to do with all that money.  He does not think that repatriating cash will cause a CEO to pay his employees more.  He does not think that repatriating capital will have the impact on the US economy that the government thinks it will.

computer software/processing

Buying back shares will be part of what to do with all that money.  He does not think that repatriating cash will cause a CEO to pay his employees more.  He does not think that repatriating capital will have the impact on the US economy that the government thinks it will.

computer software/processing
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$85.230
Owned Owned
Unknown

BUY
Microsoft(MSFT-Q) 

December 4, 2017

Tech stocks are all down today.  It was interesting to note that MA-N is also down today as they are also a tech company.  We are seeing a rotation out of tech into financials, and resources.  This part of the Trump tax cut.  This is short term noise.  These companies have tremendous franchises.  This is an appropriate place to wade in.  They are a tremendously run company.

computer software/processing

Tech stocks are all down today.  It was interesting to note that MA-N is also down today as they are also a tech company.  We are seeing a rotation out of tech into financials, and resources.  This part of the Trump tax cut.  This is short term noise.  These companies have tremendous franchises.  This is an appropriate place to wade in.  They are a tremendously run company.

computer software/processing
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$81.080
Owned Owned
Unknown

COMMENT
Microsoft(MSFT-Q) 

November 27, 2017

The 2nd biggest in the Cloud, and are also making a lot of money in selling software. Microsoft 365 Solution is 90% margin for them, and they are transitioning more people to the Cloud. Valuation is quite inexpensive.

computer software/processing

The 2nd biggest in the Cloud, and are also making a lot of money in selling software. Microsoft 365 Solution is 90% margin for them, and they are transitioning more people to the Cloud. Valuation is quite inexpensive.

computer software/processing
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$83.870
Owned Owned
Unknown

PAST TOP PICK
Microsoft(MSFT-Q) 

November 21, 2017

(A Top Pick Dec 13/16. Up 36%.) A cheap stock. It has dynamite business relationships. They are the software company to enterprise businesses. One of the 3 leaders in Cloud-based computing which is growing very rapidly.

computer software/processing

(A Top Pick Dec 13/16. Up 36%.) A cheap stock. It has dynamite business relationships. They are the software company to enterprise businesses. One of the 3 leaders in Cloud-based computing which is growing very rapidly.

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$83.720
Owned Owned
Yes

TOP PICK
Microsoft(MSFT-Q) 

November 21, 2017

The Cloud theme they embarked on is accelerating. Azure grew 90% in the most recent quarter. It’s a $20 billion business today in a $200 billion market that is growing. They have the enterprise customers, and have shown they can get them. They invested up front for the infrastructure and the margins get better. Their margins went up by 8% in the quarter. Subscription software is growing very, very nicely. These businesses will grow whether or not the economy grows. It is inexpensive. Dividend yield of 2%. (Analysts’ price target is $92.)

computer software/processing

The Cloud theme they embarked on is accelerating. Azure grew 90% in the most recent quarter. It’s a $20 billion business today in a $200 billion market that is growing. They have the enterprise customers, and have shown they can get them. They invested up front for the infrastructure and the margins get better. Their margins went up by 8% in the quarter. Subscription software is growing very, very nicely. These businesses will grow whether or not the economy grows. It is inexpensive. Dividend yield of 2%. (Analysts’ price target is $92.)

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$83.720
Owned Owned
Yes

TOP PICK
Microsoft(MSFT-Q) 

November 16, 2017

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

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 Manage...

PricePrice
$83.200
Owned Owned
Yes

HOLD
Microsoft(MSFT-Q) 

November 13, 2017

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

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 Gr...

PricePrice
$83.930
Owned Owned
Yes

COMMENT
Microsoft(MSFT-Q) 

November 8, 2017

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

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 ...

PricePrice
$84.560
Owned Owned
No

DON'T BUY
Microsoft(MSFT-Q) 

October 24, 2017

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

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 Ma...

PricePrice
$78.860
Owned Owned
Unknown

PAST TOP PICK
Microsoft(MSFT-Q) 

October 16, 2017

(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

(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 Manage...

PricePrice
$77.650
Owned Owned
Yes

BUY
Microsoft(MSFT-Q) 

October 2, 2017

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

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 &...

PricePrice
$74.610
Owned Owned
Unknown

TOP PICK
Microsoft(MSFT-Q) 

September 27, 2017

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

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 Manage...

PricePrice
$73.850
Owned Owned
Yes

COMMENT
Microsoft(MSFT-Q) 

September 13, 2017

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

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 Ma...

PricePrice
$75.210
Owned Owned
Yes

COMMENT
Microsoft(MSFT-Q) 

September 6, 2017

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

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 Ass...

PricePrice
$73.400
Owned Owned
Yes

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