Microsoft’s Depressed Stock Price Attracts Flock of Value Investors
August 31, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Ravi Nagarajan submits:
This is the sixth in a series of articles covering “unpopular” larger companies. Benjamin Graham believed that such companies may present opportunities for enterprising investors. We discussed the Graham approach in more detail in a recent article.
At the turn of the century, few observers could have possibly foreseen that Microsoft (MSFT) would become a favorite bargain purchase for value investors in 2010. The dot com boom was in the process of peaking and any company even vaguely associated with software or technology traded at stratospheric multiples of earnings.
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Microsoft: Assessing Ballmer’s Track Record
August 3, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Ravi Nagarajan submits:
When Bill Gates promoted Steve Ballmer to the chief executive position at Microsoft (MSFT) over ten years ago, the company was flying high in terms of investor perceptions and had a cutting edge image placing it at the forefront of America’s high tech boom. Despite initial setbacks during the mid 1990s related to understanding the transformative power of the internet, Microsoft quickly recovered and expectations for the company’s future were very high in early 2000. Fast forward one decade: Today, Microsoft is perceived as a stodgy company that may still generate a great deal of cash but is hopelessly behind the technology curve and may be destined for inevitable decline. Is this a fair portrayal and, if so, to what extent is Mr. Ballmer to blame?
Strong Financial Results …
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Earnings Preview: Expectations Running High for Microsoft Report
July 19, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Wall Street Cheat Sheet submits:
By David Gibbs
Earnings Estimates (High/Mean/Low): $0.53 / $0.464 / $0.42
Microsoft (NASDAQ: MSFT) is expected to report significant YOY gains when it reports FQ4 earnings this Thursday after the bell. Mean estimates are currently pegged at $0.464 on revenue of $15.3 billion, well ahead of year-ago earnings of $0.36 and $13.1 billion.
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It’s Time for Microsoft’s Second ‘Inception’
July 8, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
TechCrunch submits:
By MG Siegler
If you’ve watched television at all over the past two months, you’ve likely seen the trailer for Inception, the new film by Christopher Nolan. The trailer is great, and the film looks like it could be even better. In it, Leonardo DiCaprio plays Cobb, a special agent whose job it is to construct dreams in order to lure people inside and take their ideas — a tactic they call “inception”.
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The Case for Microsoft
June 23, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Bret Jensen submits:
Disclosure: Long MSFT
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Microsoft: The Unfriendliness Discount
June 5, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
William Smead submits:
At Smead Capital Management (SCM) we have eight criteria for selecting common stocks. Our first five criteria must be met at all times, while one of the remaining three may be temporarily overlooked. We only ignore weakness in one criteria if we believe the strength of the remaining criteria gives the company the time needed to qualify across the board. At SCM, we give grace in these instances because they typically coincide with a price discount which gives us an attractive entry point for initiating a position in our portfolio.
Shareholder friendliness is one of our criteria and can be waived temporarily. We prefer to have leadership with a great vision of the future, a willingness to keep costs down and the wisdom to allocate free cash flow well.
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An In-Depth Look at Microsoft’s Beat Quarter
April 24, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Zacks.com submits:
Microsoft Corporation (MSFT) reported third quarter 2010 earnings that beat the Zacks Consensus Estimate by 3 cents, or 7.14%. Revenue was basically in line, beating by 0.4%.
Revenue
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Why Microsoft and Oracle Are Safer Long-Term Bets Than Google and SAP
April 6, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Naveen Selvaraj submits:
I believe that software/Internet stocks, with at least two profitable and long-standing businesses, will outperform the businesses deriving the majority of their profits from a single line of business over the next business cycle (2010-2013).
Hence, Microsoft (MSFT), with two successful business lines in productivity and system software, will outperform a company like Google (GOOG), which derives most of its profits (I want to stress profits and not just revenues) from the search business.
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Microsoft: Financial Gauge Analysis for the December 2009 Quarter
February 15, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Neil Carvin submits:
This post provides updated Cash Management, Growth, Profitability and Value metrics and our Financial Gauge scores for Microsoft (NASDAQ: MSFT). The metrics were calculated using data in Microsoft’s financial reports, including the 10-Q for the quarter that ended 31 December 2009.Read more articles from Seeking Alpha Long Investment
Lost: If Microsofties Can’t Live Together, Microsoft May Die Alone
February 5, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
TechCrunch submits:
By MG Siegler
There’s a very interesting op-ed piece in The New York Times today entitled Microsoft’s Creative Destruction. In it, the author details what he feels are the reasons that Microsoft (MSFT) has failed to innovate at the same pace as their competitors over the years. Big deal, right? After all, a lot of people write these types of pieces all the time. The difference this time? It’s by Dick Brass, who was a vice president at Microsoft for seven years, from 1997 to 2004.
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