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MSFT
Microsoft Corporation - NASDAQ

7/9/2014, 10:55 PM ET
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  • Microsoft: A Nail In The Coffin For The Windows Phone
    William Feng Yesterday, 3:20 PM 91 Comments

    Summary

    • Windows Phone has been losing ground in the USA, China, UK, and Germany.
    • It's not getting any closer to solve app disparity problem between the Windows ecosystem and iOS/Android.
    • The lack of apps turns away users, and the lack of users turns away developers. It's a vicious cycle, and it's only going to get worse.
    • It's clear that Microsoft has just lost in the smartphone wars.
  • Microsoft: Windows 8 Is Losing Market Share
    William Feng Mon, Jul. 7 76 Comments

    Summary

    • There is evidence that Windows 8 has been shredding market share.
    • Over the past month usage of Windows 8 has declined.
    • Market share of Windows 8 remains to be less than half of the much older Windows XP.
    • New buyers are buying more Windows 7 computers instead of opting for the newer Windows 8.
  • Should Microsoft Sell Off Xbox?
    Sexton Equity Analysis Mon, Jul. 7 12 Comments

    Summary

    • Xbox One sales have fallen behind PS4 sales despite a strong opening.
    • Kinect has failed to gain user popularity despite package bundling.
    • Microsoft executives have announced their openness to an Xbox sell-off.
  • Office For Android Will Generate Less Sales Than Office For iPad
    Alcaraz Research Fri, Jul. 4 34 Comments

    Summary

    • Microsoft is looking for beta testers for pre-release versions of the Office for Android app.
    • Nadella believes that Microsoft is better off releasing its software to all devices.
    • Free users of the Office for Android app are a good source of advertising eyeballs.
  • Microsoft Growth Rates Are A Concern
    Stock Traders Daily Wed, Jul. 2 17 Comments

    Summary

    • Q/Q growth rates have been declining.
    • Y/Y growth rates have been declining.
    • But the stock has been moving up.
  • The Nokia X2 Will Keep Microsoft Devices Alive For Now
    Soid Ahmad Tue, Jul. 1 4 Comments

    Summary

    • The Nokia X2 is poised for success amid hardware updates, aesthetics, and the brand value of Nokia in emerging markets.
    • Microsoft will expand its services footprint (OneDrive, Skype, etc.) in emerging markets due to the success of the Nokia X2.
    • The "Android One" initiative from Google is a long-term threat to Microsoft's low-end line of phones in emerging markets.
  • Can Microsoft Continue To Drop The Firm Hammer Of Justice On Bears?
    Quoth the Raven Tue, Jul. 1 11 Comments

    Summary

    • Nadella has been well received by both the market and analysts - he's come out firing and has already distinguished himself as the right CEO choice for Microsoft.
    • New products in the works include a smartwatch and Windows 9 - which will have far less immediate emphasis on tiles.
    • Reliable Microsoft is still modestly priced and paying a nice 2.57% dividend; this makes it a fine choice for almost any portfolio right now.
  • Microsoft's Dividend Coverage Ratio
    Jesse Bellet Sun, Jun. 29 4 Comments

    Summary

    • Microsoft sports a dividend yield of 2.7% and a market cap of $349 billion.
    • Given the strong dividend coverage ratio, dividend growth could approximate 15% annually for the next two years.
    • Microsoft's strategy will require substantial investment in datacenters and other infrastructure to support devices and services.
  • Microsoft: The Nokia X2 Is A Bigger Knife To Defend Against Google
    Alcaraz Research Sat, Jun. 28 6 Comments

    Summary

    • Microsoft gets a bigger knife in its fight against Google. The $130 Nokia X2 is a Microsoft-laden Android phone and is a very attractive alternative to Moto E.
    • Microsoft is using the popularity of Android OS to defend itself from Google. The more consumers that use Android phones without Google’s cloud services, the safer it is for Microsoft.
    • The Android Open Source Project phone should remain a long-term defensive and offensive weapon for Microsoft to slow down Google’s assault on desktop, cloud, and mobile frontiers.
  • Microsoft: Potential Upside With A Price Target Of $53
    Michael Grogan Thu, Jun. 26 8 Comments

    Summary

    • I compare the financial performance of Microsoft, Apple and Google on the basis of profitability, liquidity, solvency and activity measures.
    • While the company has high debt levels, its low levels of long-term debt, its cash generation and high profit margins are encouraging signs going forward.
    • Using the dividend discount model, I forecast a price target of $53.61 for Microsoft.
  • Microsoft Takes Another Shot At Apple
    Bill Maurer Thu, Jun. 26 70 Comments

    Summary

    • Microsoft offering huge deal for MacBook Air trade-in.
    • Company will give up to $650 credit for Surface Pro 3.
    • Sales are key, but this could ding profits.
    • Seems like a necessary move for Microsoft.
  • Microsoft: Worth More Than $37.07 Per Share
    Diesel Mon, Jun. 23 22 Comments

    Summary

    • A recent article claimed that Microsoft is worth $37.07 per share by using discounted cash flow analysis.
    • Microsoft's current cash reserves and stock buybacks were excluded from this analysis.
    • Adding these two factors into equation allows a much better valuation of the company.
  • Microsoft: Worth $37.07 Per Share
    Jason Russ Sat, Jun. 21 64 Comments

    Summary

    • Microsoft's EPS growth is slowing considerably.
    • The stock has seen an impressive increase since the start of 2013.
    • Margins have slipped since 2011 which adds concern going forward.
    • I think that MSFT is overpriced by about 11%.
    • The dividends have been strong and should continue to be in the future.
  • Microsoft For The Alpha Hunter
    Shiv Kapoor Fri, Jun. 20 6 Comments

    Summary

    • Microsoft remains well valued even after the recent run-up in price.
    • The stock as priced offers at least 53 basis points of growth alpha, which translates to a 15.4% gain potential to my estimate of fair value.
    • Once at fair value, investors can expect a total long-term return of near 10%.
  • Microsoft Fairly Valued At $41
    Trefis Wed, Jun. 18 12 Comments

    Summary

    • Microsoft shares have rallied nearly 20% in the last six months to close above $41 a share on June 16.
    • As a result, the market capitalization increased to $342 billion and the current market price is in line with our stock price estimate.
    • We believe that the stock is fairly valued and the upside potential for the company is limited.
  • Should Microsoft Cortana Be A Part Of Apple And Android Ecosystem?
    Quick Pen Sat, Jun. 14 25 Comments

    Summary

    • Microsoft is in talks to make Cortana available on iOS and Android.
    • Cortana is going to differentiate Microsoft from other brands and be its unique value proposition.
    • Keeping Cortana confined to Windows would provide Microsoft the required competitive advantage.
    • Taking Cortana cross-platform would allow rapid and better user acceptance.
    • Microsoft must decide on its goal and then evaluate both the alternatives.
  • Microsoft's Xbox One: Good Strategy, Poor Execution
    Mark Hibben Fri, Jun. 13 9 Comments

    Summary

    • In the first quarter of the year, Xbox One sales of 1.2 million units fell behind PlayStation 4 sales of 2.8 million.
    • I believe Microsoft's original strategy of creating a versatile multimedia device in Xbox One was sound, but was hobbled by poor execution.
    • It remains to be seen whether recent changes, such as unbundling the Kinect sensor, along with a renewed focus on games, will be enough to improve Xbox One sales.
  • SmartWatches: The Next Frontier For The Big Three
    Douglas Ehrman Fri, Jun. 13 8 Comments

    Summary

    • Apple, Google, and Samsung are already pressing hard.
    • FitBit, Jawbone and Nike should not be ignored.
    • Microsoft has the potential to become a big player.
  • Why I Think Microsoft Shares Will Trade Higher
    Bottom Up Investing Tue, Jun. 10 7 Comments

    Summary

    • Satya Nadella and the team at Microsoft are expected to close out a strong fiscal year of high single digit growth.
    • Using conservative estimates, the shares remain 13% undervalued by the market.
    • The technicals are bullish with the MACD poised to rebound off of signal line support.
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Company Description

Microsoft Corp is engaged in developing, manufacturing, licensing and supporting software products, services and entertainment, and device hardware products.

Sector: Technology
Country: United States