MSFT

‘t In Yet

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  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year.  Last week was a predictable short-covering rally in the most savaged part of the market, high flying cloud stocks and a smattering of nonprofitable tech players. NASDAQ stocks shellacked the most typically and predictably bounced back  10-15%. But don’t kid yourself. This isn’t the real deal, at least not for most of the bag holders. Every market correction for the last 20 years or as long as we have data for ends and only ends with a tsunami of insider buying. Whether … Read more

What Insiders Bought Week of March 12th 2021

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For trade details click on this link to the trades GAIA INC up 31.42% Blue Apron Holdings Inc. up 18.96% ADT Inc. up 16.72% NetApp Inc. up 9.34% IRONWOOD PHARMACEUTICALS INC up 9.06% Morphic Holding Inc. up 8.80% TENNECO INC up 8.63% Texas Pacific Land Corp up 4.59% PARKER HANNIFIN CORP up 4.25% NEWS CORP up 3.49% Walmart Inc. up 3.46% Forian Inc. up 3.31% Kennedy-Wilson Holdings Inc. up 2.98% LIONS GATE ENTERTAINMENT CORP up 2.37% CERNER Corp up 0.18% Kinsale Capital Group Inc. up 0.17% PLx Pharma Inc. up -0.25% Archer-Daniels-Midland Co -0.26% MICROSOFT CORP -0.44% INTERCEPT PHARMACEUTICALS Inc … Read more

$TWTR how do you figure what it is worth?

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Valuation is thought of as relative valuation and absolute valuation.  On an absolute value many stocks in the tech arena such as Amazon appear to be overvalued.  Its only on a relative value metrics that analysts can justify many of these nosebleed values. And money is money as proven by Microsoft’s astonishing all cash offer of $26.2 billion for LinkedIn.  That begets the question, since Twitter is up for sale, what’s it worth?  On a relative value it may be worth far more than it is currently trading at. Company Active daily users  Market Cap   Price per User  Twitter           350,000,000 … Read more

”’t crack. Buy MSFT and INTC

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Buy  Microsoft and Intel on this sell off and keep adding on the way down.Selling below money puts is one way to start.  That’s a controversial call considering this photo is from the cover of this week’s Barron’s Magazine highlighting the death of the P.C. http://online.barrons.com/home-page I’ve been one of the few people enthusiastic about Intel’s new line of sleek quick to power on Ultrabooks.   The late launch of Windows 8 is undoubtedly slowing the sales cycle but still the caution of businesses and reviewers has taken me aback.  I’ve paid dearly for it as every foray into Intel has … Read more

Microsoft Stock Poised for 30% Upside – Barrons.com

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I agree with this article yet the short term trend is down.  Look to buy Mr. Softie at the 200 day MA at $29.52.  Patient investors can own now but you may be able to average in a little lower.   Don’t Be So Hard on Microsoft By DIMITRA DEFOTIS | MORE ARTICLES BY AUTHOR Windows 8, torrents of free cash flow and a potential dividend increase may lift the underperforming stock. Fred Hickey: “That is the lowest I have seen the multiple in years.” Windows 8 may provide a window of opportunity for Microsoft investors, but so too should the company’s … Read more

Blue Chip Is The New Alpha – Seeking Alpha

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We loved this provocative article from Seeking Alpha, especially the quote from Alexander Graham Bell.  We may be biased though as we are also long JPM,K,MSFT, INTC, MCD, PG and BP and the author, Stephen Perry, is interning for us this summer. Blue Chip Is The New AlphaJuly 30, 2012  | 3 comments  |  includes: AAPL, ABT, CL, CVX, DD, GE, IBM, JNJ, JPM, KO, MCD, MDT, MMM, MRK, MSFT, PEP, PFE, PG, T, TGT, VZ, WFC, WMT, XOMIts been difficult to find alpha in a market that is so volatile and dependent on global macro events, but I think Ive … Read more

Microsoft has a chance now that Steve Jobs is gone

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This article got me thinking about just how good a value Microsoft is.  I don’t need Business Insider telling me that but Henry Blodget is the man on fire today, on the cover of the WSJ, and he’s telling you Microsoft is one healthy company.  And grossly undervalued.  We just bought it near $30.94 and think its worth at least $54.  One thing most analysts are not talking about is now that Steve Jobs is gone, everyone else has a chance.  Apple has been eating everyone’s lunch but without Jobs its definitely a fairer match.   Microsoft has its work … Read more

Facebook Under Fire as it Approaches IPO

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I’m sick of Facebook.  The name makes me cringe every time the talking heads on CNBC spout out the same regurgitated facts; all too reminiscent of Armani  clad penguins feeding vast fields of their young.  Regardless, here’s some news that might  get a smile out of your spiteful inner self: lawsuits against the social media giant are rapidly piling up as we near the initial public offering.  No, the company didn’t decided to go on one last rampant crime spree just before going public.  It’s the scent of money in the air that drives the shoals of patent lawyers into … Read more