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MSFT
Microsoft Corporation - NASDAQ

4/24/2014, 2:33 AM ET
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Other Articles
  • Apple And Microsoft Share A Dirty Little Secret
    Richard Berger Yesterday, 9:30 PM 17 Comments

    Summary

    • Apple and Microsoft key fundamental value metrics trends have broken since early 2012 but prices have ignored this.
    • Apple cash from operations trend abruptly changed from soaring to flat and remains there since the 1st quarter 2012. Microsoft went from slow growth to decline for the same periods.
    • P/E ratios of both companies are appropriate for mature technology with slow growth. They are as much as 50 percent too high for no growth cash cows.
    • Dividend yield rates for both companies are well below what they should be for no growth cash cows.
    • Room for significant dividend hikes leaves room for share price advance even at a higher 3.3% yield rate.
  • Earnings Preview - Microsoft Q3 2014
    Selerity Research Yesterday, 2:53 PM

    Summary

    • Microsoft Corp. (MSFT) is slated to report 3Q2014 earnings after the bell on Thursday, April 24th.
    • Adjusted Earnings Per Share and Non-GAAP Earnings Per Share: The current Street estimate is $0.63 (range $0.59 to $0.71).
    • Revenues: Analysts see an increase of 10.4% y/y to $20.39 bln (range $20.21 bln to $20.71 bln).
  • Coca-Cola Or Microsoft: The Other Side
    Tradevestor Yesterday, 1:50 PM 6 Comments

    Summary

    • Microsoft is in limbo as the company tries to shed the ghost of the lost decade.
    • Coca-Cola, on the other hand, can continue doing what it does best with average but safe returns.
    • Price targets and Insider buying tilt the scales in favor of Coca-Cola for the short term.
    • Low volatility, dividend growth history, and nature of business support the long-term thesis.
  • Microsoft And The Most Important Call Of Satya Nadella's Life
    Quoth the Raven Yesterday, 7:38 AM 1 Comment

    Summary

    • Microsoft is set to report earnings this week, it's likely to be the most important call of Mr. Nadella's life thus far.
    • Focus won't be on the numbers, rather, but on Nadella's vision for the company.
    • Mr. Market seems to already like Nadella as CEO, and I've recently taken a long position in MSFT.
    • Analysts are going to be expecting EPS of $0.63 on revenues of $20.39 billion.
  • Microsoft, Apple And Google: Sleeping With The Enemy
    Alcaraz Research Yesterday, 1:51 AM 33 Comments

    Summary

    • Microsoft will beat Street estimates on Thursday.
    • Microsoft should continue supporting the Nokia X platform. Google’s bread and butter advertising will definitely suffer from Android Open Source Project smartphones.
    • Microsoft should use some of its tons of Android licensing money to undercut Google-approved Android phones.
  • The Undervalued Microsoft Is Expected To Beat Consensus Estimates
    Bottom Up Investing Tue, Apr. 22 11 Comments

    Summary

    • The third quarter estimates are out of line with recent performance.
    • The intrinsic value is $46.65 per share.
    • The shares remain in a bull market of intermediate and primary degrees.
  • Microsoft Is Likely To Beat The Street On Quarterly Results
    Michael Blair Tue, Apr. 22 6 Comments

    Summary

    • Q3 earnings due Thursday.
    • Tailwinds are evident.
    • Satya Nadella's guidance will be key.
  • Microsoft Earnings Preview: Software Giant Transitions From Value To Growth
    Brian Gilmartin Mon, Apr. 21 12 Comments

    Summary

    • 43% one-year return.
    • Satya Nadella hitting all the right notes.
    • The missing metrics are upward revisions to forward EPS and revenue estimates (i.e. faster growth).
  • Earnings Preview: Microsoft
    Renu Singh Mon, Apr. 21 4 Comments

    Summary

    • Although the PC market is in bad shape, Microsoft’s performance this year has been solid.
    • PC sales are expected to decline at a slower rate this year, giving Microsoft a boost, while the end of support for XP should lead to better license sales.
    • Strong console sales should result in better performance from Microsoft going forward.
    • Microsoft’s enterprise business is also growing fast.
  • Microsoft Windows Phone Should Gain Momentum Despite Sagging Growth In Smartphone Markets
    Michael Blair Sun, Apr. 20 20 Comments

    Summary

    • Evidence is mounting that smartphone markets have matured in many countries.
    • Despite the stall of developed markets, India and Africa promise rapid growth for years to come.
    • Microsoft can see the trend and is taking aggressive steps to take advantage.
    • As a result, Windows phone should gain momentum in 2014.
  • Coca-Cola Or Microsoft?
    Bret Jensen Sun, Apr. 20 61 Comments

    Summary

    • Good investing consists of looking at a variety of alternatives and picking the right ones for your strategy.
    • High-yield stocks with reasonable valuations are outperforming the overall market. This is likely to continue.
    • An income investor must look at a variety of variables before selecting the right choice for their income portfolios.
  • Google Cloud Is No Real Threat To Microsoft
    Kofi Bofah Sun, Apr. 20 18 Comments

    Summary

    • Cloud computing is the latest technological revolution.
    • The Google Cloud will not challenge Microsoft Office sales.
    • Microsoft can unlock shareholder value after abandoning hardware projects.
  • Windows XP's Death Will Breathe Life Into Microsoft, Intel And AMD Shares
    Michael Blair Tue, Apr. 15 120 Comments

    Summary

    • At least 300 million PCs are in use running Windows XP.
    • Microsoft has announced the end of support for XP.
    • PC users running XP will choose between upgrading their OS, upgrading their PC, or moving to another platform altogether.
    • The likely outcome is higher demand for Microsoft, Intel and AMD, and a boost to their income.
  • Is Windows An Ecosystem In Decline?
    Mark Hibben Mon, Apr. 14 66 Comments

    Summary

    • Microsoft's recent Windows 8.1 update improved the desktop mode experience, but left unresolved its split personality of Modern UI vs. Desktop.
    • Now that support for XP has ended, it's questionable whether the 8.1 update will be enough to keep XP users in the Microsoft fold.
    • The situation with XP exacerbates Windows' "law of large numbers" problem.
    • Windows license sales and tablet market share are probably the best available metrics to assess the health of the Windows ecosystem.
  • Microsoft: A Rock In An Increasingly Turbulent Storm
    Bret Jensen Sat, Apr. 12 15 Comments

    Summary

    • Markets look like they are in legitimate correction mode for the first time since the summer of 2011.
    • One stock that has bucked the recent downdraft is Microsoft, which has performed strongly in 2014.
    • This outperformance should continue given the stock's fortress balance sheet, valuation and other factors.
  • Microsoft Starts To Give Away Windows: Should Investors Give Away The Stock?
    Portfolio Management 101 Thu, Apr. 10 11 Comments

    Summary

    • Investing in Microsoft has been a windfall for early investors who initially enjoyed price appreciation and now have a dividend to boot.
    • The war against Google is forcing Microsoft to reevaluate its strategy, and the stock has lagged recently.
    • There is still some moderate upside in the stock in the long-term, but potential downside in the short-term requires monitoring.
  • Kill The Microsoft Surface Tablet
    Kofi Bofah Wed, Apr. 9 196 Comments

    Summary

    • The Apple iPad sets the pace for the tablet market.
    • Releasing Office for iPad literally renders the Surface tablet obsolete.
    • Microsoft may unlock shareholder value after killing the Surface tablet line.
  • Microsoft: A Technology Dividend Champ With Sustainable 20%-Plus Dividend Growth
    Stock Gamer Wed, Apr. 9 1 Comment

    Summary

    • Transition to cloud-based offerings should ensure continued strong cash flow generation and improve financial visibility.
    • Even with conservative assumptions, the company has a capacity to support 20% annual dividend growth and $25B share buybacks through fiscal 2016.
    • Trading at a large discount to market, the stock is a solid buy as the valuation gap is expected to shrink.
MSFT vs. ETF Alternatives
Company Description

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

Sector: Technology
Country: United States