Here is why I think MSFT is a good core holding for the long term:
MSFT was recently reaffirmed as the winner of the $10 billion JEDI cloud computing contract for the US Dept. of Defense.
During the almost 20 years I've worked for the US Govt. every government PC I've ever used has Windows, MS Office, MS PowerPoint and MS Outlook interfacing with a Microsoft email server. Every US government agency I am aware of still uses Windows and MS Office software almost exclusively.
12 years in private industry working for companies from Fortune 500 sized to small business and I rarely used anything that wasn't an MS Windows computer with MS Office.
For over 30 years MSFT has maintained virtual lock the office software market and they've started transitioning to a potentially more lucrative subscription model.
MS Azure cloud infrastructure that rivals Amazons AWS which is likely how they won the DoD contract.
Microsoft also dabbles in the computer gaming industry with the Xbox and around 15 million Xbox game pass subscribers.
They also have a their fingers in the telecommuting pie with Microsoft Teams and Skype.
They also own Linked-In, the major professional social media site which racked up $6.8 billion in revenue in FY 2019.
They also own GitHub, the premier online content management and software development site.
They are an amazingly diverse company that generates huge revenues from hardware, software and online services portfolios that continue to grow. Over the long term it is hard to see how they don't thrive.
J
11 days to a stellar report, Fantastic company for longterm investors who are looking for a steady rise up.
K
I will be glad when this rotation is over , lots of stocks are screaming higher and they will ring the register on them and March right back to Microsoft and Apple , I just wish I had another 20k to buy some more
G
we could really use a good day here. I guess this is an understatement. I am not going to sell my shares over a couple of bad days. Stay strong,fellow longs
D
is msft working on vr glasses? we all know that will be the new growth driver in the industry?
F
Revenue and earnings very likely will be great and this should make this stock 🚀 ... a company with such a yoy evolution should have a better stock price development as long as there aren’t any foreseable things that might intherphere with this
r
i just keep buying the dips. thanks
G
looks to me like "investor" is a good mute candidate. Am I wrong?
A
Microsoft is a great stock if you want to park some money for a long time and add some of the profits you make from other ventures. It's not a stock to make quick dollars. There are other stocks that even have huge market caps better than microsoft when it comes to trading in the short term. For instance this stock was 50 dollars at the end of 2015. It's 216-220 now. 80% a year beats the dow and the sp500 by 3 and beats the nasdaq by 2. My husband opened a position with Microsoft in 2009 when it went under 20 dollars (pe ratio was like 10, even though the revenue was still increasing lol) with 25,000 dollars and is worth over 350,000 now since he reinvests most dividends. Plus people that bought then get over 2.2 dollars per share they bought under 19 dollars. And that's pale compared to ppl that bought in the 80s. Amazing company
M
"Microsoft: 4 Different Types Of Valuation Say 'Buy'"
To all those who are disappointed with the past 6 months, think about the next 6 months. The stock price will not stay this low for much longer.
D
$20 jump on earnings day
M
I think it's time for a $10 div check
C
Generally speaking, if MU, WDC and AMD are doing well, it means data center and PC market are doing well. MSFT should have a blow out strong quarter in this uptrend environment.
E
ExxonMobil is a doing great and I hold Microsoft but am transferring $ to XOM.
B
When the rest of the market crashes people will rush into safe haven stocks to secure their capital. Not a perma bear but I’m certainly viewing my MSFT position as a long term hold in my portfolio.
A
I think this is the safest “FAANG” (I know Microsoft is typically not associated is this acronym) stock given the current political climate.
E
I think that declaring a dividend increase or increasing their stock buyback program during the earnings call would do wonders for the stock. I prefer that the buyback program is increased. A third or half increase would make this stock a huge buy. Interest rates are so low that it would be incompetent not to do so.
E
so this compnay makes money and much stronger and capable yet this sinks when all index green.....wow
M
Lol Robinhood investors are complaining why MSFT is not moving. Because it is already priced quite high. Sometimes fundamentals do count and a P/E of 35 is quite high. It has a forward P/E of 25 for over 10 years, meaning people investing now are agreeing that MSFT is slightly high priced for the future.
People talk about money printing. Once yields rise due to inflation, you will see the expensive stocks being dumped. Growth stocks with debt will be burned.
Rather have a some stable stocks with high cash flow to pay of expensive debt
MSFT was recently reaffirmed as the winner of the $10 billion JEDI cloud computing contract for the US Dept. of Defense.
During the almost 20 years I've worked for the US Govt. every government PC I've ever used has Windows, MS Office, MS PowerPoint and MS Outlook interfacing with a Microsoft email server. Every US government agency I am aware of still uses Windows and MS Office software almost exclusively.
12 years in private industry working for companies from Fortune 500 sized to small business and I rarely used anything that wasn't an MS Windows computer with MS Office.
For over 30 years MSFT has maintained virtual lock the office software market and they've started transitioning to a potentially more lucrative subscription model.
MS Azure cloud infrastructure that rivals Amazons AWS which is likely how they won the DoD contract.
Microsoft also dabbles in the computer gaming industry with the Xbox and around 15 million Xbox game pass subscribers.
They also have a their fingers in the telecommuting pie with Microsoft Teams and Skype.
They also own Linked-In, the major professional social media site which racked up $6.8 billion in revenue in FY 2019.
They also own GitHub, the premier online content management and software development site.
They are an amazingly diverse company that generates huge revenues from hardware, software and online services portfolios that continue to grow. Over the long term it is hard to see how they don't thrive.
https://seekingalpha.com/article/4398771-microsoft-4-different-types-of-valuation-say-buy
MSFT should have a blow out strong quarter in this uptrend environment.
People talk about money printing. Once yields rise due to inflation, you will see the expensive stocks being dumped. Growth stocks with debt will be burned.
Rather have a some stable stocks with high cash flow to pay of expensive debt