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Microsoft (MSFT-Q) opinion on 2017-09-13

Last Price Recorded: 83.1100 on 2017-11-23

ON STOCKCHASE SINCE Oct 2000

computer software/processing
COMMENT

Paul Gardner, CFA
Microsoft was $75.210 at time of opinion
Owned : Yes

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.

UNKNOWN

All opinions for MSFT-Q (614)

134 BUY
22 BUY on WEAKNESS
58 COMMENT
142 DON'T BUY
29 HOLD
2 PARTIAL SELL
66 PAST TOP PICK
10 SELL
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3 VAGUE
12 WAIT
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All opinions for MSFT-Q (614)

134 BUY
22 BUY on WEAKNESS
58 COMMENT
142 DON'T BUY
29 HOLD
2 PARTIAL SELL
66 PAST TOP PICK
10 SELL
7 STRONG BUY
108 TOP PICK
3 VAGUE
12 WAIT
8 WATCH
13 WEAK BUY
View All

More experts covering MSFT-Q

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1 Comment

barney11

October 5th 2017 at 10:31am

You sell it Gardner and I will buy it.


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