More Value Investors Buying Microsoft

Friday's Wall Street Journal (sub. req.) reported the following on Microsoft's (MSFT) recent earnings:

Microsoft's profit and revenue both rose 11% in its fiscal first quarter.

"Office 2007 and Vista actually should be a catalyst for growth not in those two divisions but also a catalyst in the server and tools division," said Steve Ballmer, Microsoft's chief executive, in an interview this week. "We get to sell a whole different sort of combined business value."

It is interesting to note that more and more super-investors from the value group have started to invest in Microsoft. Arnold Van Den Berg and Charles de Vaulx have significant holdings in Microsoft; 8.45% and 5.24% of their portfolios respectively. Even deep value investor Marty Whitman has a small position in MSFT.

Whitney Tilson's Take on MSFT.

MSFT 1-yr chart: