Viewing Company Microsoft | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Microsoft Stock Symbol: MSFT-Q

Last Price Recorded: $59.2500 on 2016-12-02

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2016-11-30 WAIT Gordon Reid

Thinks the new CEO has done a very, very good job of taking a bit of a broken story and resurrecting it. The stock is showing confidence building. The premium has built into the stock, so the valuation has increased and people are paying more and more for every $1 of earnings. However, looking at the fundamentals, this is a very, very large ship that is tough to turn. While they are making great headway in the Cloud and getting a lot of accolades about their Cloud offering, in terms of revenue and earnings growth, it is just not that impactful. He would wait to see how this impacts the company, and pay perhaps a slightly greater price for much greater certainty.


Price:
$60.260
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2016-11-21 HOLD Bruce Tatters

After languishing for well over a decade, they changed CEO and changed their strategy to push into cloud, but AMZN-Q was there first so MSFT-Q was playing catch up.  He thinks they are doing a very good job.  It is not as  good of a time as it was to get in, because the stock has done really well.  They are close to a 20 multiple and he does not know if the new business is positioned well enough to capture more share of the market.


Price:
$60.860
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-11-03 TOP PICK Barry Schwartz

He likes this for the Cloud. The runway/opportunity for their Cloud business is just massive. The total addressable market could be up $1 trillion, and this is just getting started. There are probably more acquisitions to come in the future. Dividend yield of 2.63%.


Price:
$59.210
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-01 BUY on WEAKNESS Robert Lauzon

This is a core technology holding for him. Their movement from the desktop to the Cloud has worked out well. They put up a good quarter a short while ago, so they still have momentum. Not overly expensive. He would Buy this on a day when everybody is feeling negative on the market.


Price:
$59.800
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-10-19 COMMENT Gavin Graham

A very solid, profitable dividend paying stock, and a major beneficiary of the Cloud. Really solid balance sheet. This will continue to do well. If there is a pullback in the market, this will be a relatively safe hiding place.


Price:
$57.530
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-10-18 DON'T BUY Gordon Reid

It has its mojo back.  It has moved back to 10 year ago valuation levels.  They have new leadership that is quite impressive.  He has reinvigorated it.  We have not seen the affects of the new initiatives, so he would stay clear of it and go to some other tech offering for now.


Price:
$57.660
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2016-09-20 PAST TOP PICK Andy Nasr

(A Top Pick Sept 8/15. Up 33%.) He still likes this. A very well capitalized company. When you think of the transition to the Cloud, they have certainly done that more successfully than others. Feels they are going to continue to redeploy capital and be able to effect mid-single digit increases if not a single digit increase in earnings and cash flow.


Price:
$56.810
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-06 PAST TOP PICK Alex Ruus

(A Top Pick Sept 21/15. Up 34.2%.) Last year, people started to realize that this and Amazon (AMZN-Q) are the world leaders in cloud computing to a lot of companies.


Price:
$57.610
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-31 HOLD Erin Gibbs

Sees this as a Hold, more of a market perform. A lot of this has to do with the PC market and with PC upgrades slowing down. Also, doesn’t see any accretive contribution on their recent LinkedIn acquisition. They have struggled with a lot of their mobile applications. Also, revenue growth seems to be pretty meager. They have an enormous amount of revenue from outside the US, so the strong US$ hurts.


Price:
$57.460
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-29 PAST TOP PICK Brian Acker, CA

(Top Pick Sep 19/15, Up 37.87%) If it pops to EBV+7, $76 it would be a sell.  Model price is $62. It just had a positive transit over one of his lines, meaning it is a buy signal.


Price:
$58.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-08-25 WATCH Kash Pashootan

He likes it.  They are very cloud focused instead of hardware focused.  He likes it cause of this in the short term.  They have a lot of cash. Acquisition should be a lot of the strategy from here.  He is not in a rush because they are at 20 times earnings.  APPL-Q is lower.  The MSFT-Q acquisition of Linkedin is very large and he wants to see how they are integrating it.  It will take some time.


Price:
$58.170
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-08 HOLD Don Vialoux

The tech sector has strength in October to January and then mid –April to end of July.  Watch your short term momentum indicators.  The stock is overpriced on a technical basis.  Stick with the stock.


Price:
$58.060
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-19 BUY David Burrows

(Market Call Minute.) This is going to be an interesting one as earnings are coming up. They have been a little bit spotty in their releases, but another big player in Cloud and subscription based software.


Price:
$53.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-06-23 TOP PICK Stan Wong

This is transforming itself. It has a new CEO who is really focused on growth. They are really focusing on what is the priority in the technology world, which is Cloud computing and mobile technology. A lot of people feel that LinkedIn was expensive, but it helps them expand its presence in the Cloud application space. Trading at 18X forward earnings and has a pretty decent growth rate of 2.8%. They have delivered an annual dividend growth rate of over 17% over the last 5 years. Dividend yield of 2.8%.


Price:
$51.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-17 COMMENT Norman Levine

The LinkedIn acquisition is a big risk. Whenever big companies do big acquisitions, it scares him. Most acquisitions either don’t work at all, or don’t work out anywhere near what the company expects. They haven’t bought a lot of companies, but the last one they bought, Nokia’s hardware business, they just finished writing it off to zero.


Price:
$50.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 580 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.