Tag Archives: Microsoft

TOTD: Valuations Matter

TOTD – Treat of the Day Microsoft was a great company in 1999. $MSFT was still a great company in 2017 – it would take you 18 years for you to break even if you bought it in 1999. Valuation, … Continue reading

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Microsoft’s New Market Narrative

Why Microsoft Should Be a Cornerstone In All Portfolios By Carol K. First, let me state unequivocally I am NOT a Microsoft (MSFT) product fangirl.  Since 2005, I have only purchased Apple (AAPL) products for myself and my children. Nevertheless, … Continue reading

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It’s déjà vu all over again

But with real earnings. Classic momentum thrust feedback loop:  “Gotta buy ’em cuz they’re going higher.”  Otherwise, no year-end bone and career risk Hat Tip: @carlquintanilla

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Stock Picking Matters: Apple v Microsoft

Stock picking is true for even us Global Macro types. Past may not be prologue as the WSJ article from where the chart is sourced argues,  but this is one incredible 10-year outperformance. Microsoft for the past decade also has … Continue reading

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Even at $700, Apple is not a bubble — Felix TV

Good job,  Felix!  He gets it and provides  a really cool graphic to prove it. …This is the way sensible markets work.  You start with high [PE] ratios with a low valuation and you move up to low ratios with … Continue reading

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What’s Up at the CES

(click here if video is not observable)

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