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Microsoft

  • HP: Windows PCs are Dying and Google’s Operating Systems Might be the Future

    By Salvatore "Sam" Mattera - May 25, 2013 | Tickers: GOOG, HPQ, MSFT

    Traders short shares of Hewlett-Packard (NYSE: HPQ) were crushed Thursday following the company’s earnings report. Some investors, like famed short seller Jim Chanos, had reasoned that the death of the traditional PC would mean a much less valuable HP.

    Although PC sales have declined tremendously, both industry-wide and at HP in particular, the company has been able to offset its PC weakness with other initiatives.

    Some of those initiatives more »

  • Three Compelling Takeaways From List Of Hedge Fund Favorites

    By Brian Nichols - May 24, 2013 | Tickers: AIG, C, MSFT

    Last week, Goldman Sachs released its quarterly VIP list -- showcasing the top 50 stocks that appear most frequently as top-10 holdings among hedge funds. With that said, I am looking at the top 20 on that list including key takeaways that I find most compelling.

    A Look At The Top 20!

    Goldman’s VIP list has become widely known as a hedge fund tally. It is perhaps one of the more »

  • Epic Battle Paves Way for Growth

    By Brendan Marasco - May 24, 2013 | Tickers: AMZN, FB, GOOG, MSFT

    Imagine that you’re coaching one of the 4 teams in the NBA Eastern or Western Conference Finals. You’ve watched films, studied the competition, and prepared your team. You’re ready, and the game begins. During the first quarter you realize, whether directly or indirectly, that you and the other coach are making similar calls. You have to wonder: Did he see my game plan?

    Someone once said that more »

  • Wide-Moat Company Offers Long-Term Outperformance

    By Ted Cooper - May 24, 2013 | Tickers: ADP, MSFT, PAYX

    The biggest mistake most investors make is focusing on valuation instead of focusing on businesses. Any simple screen will turn up hundreds of companies trading at low multiples of earnings, but few of those companies are even worth considering as a long-term investment.

    A "cheap" stock is not a great investment if the business does not assure some base level of earning power that offers safety of principle and a more »

  • Apple is Right, the Tax Code is Wrong and Tim Cook is a Strong Leader

    By Andrés Cardenal - May 24, 2013 | Tickers: AAPL, GOOG, MSFT

    Tim Cook didn´t have it easy when testifying before the congress on issues regarding Apple (NASDAQ: AAPL) ´s tax avoidance strategy. But he proved three things: Apple is doing the right thing, the tax system needs to be reformed and Cook himself is a strong leader.

    What?

    Let´s be clear about this, nobody is saying that Apple is doing anything illegal; the company is reducing its tax burden more »

  • What The New Game Consoles Mean For Gamers And Retailers

    By Chad Henage - May 24, 2013 | Tickers: BBY, GME, MSFT

    I won't lie, I'm one of those hardcore gamers that seem to be a dying breed. I've been enamored with video games since the Atari 2600 days. Some of the choices being made by Microsoft (NASDAQ: MSFT) and Sony for their next generation consoles will cause significant changes in the industry. Some of these changes have the potential to seriously harm certain retailers.  

    These Two more »

  • Dell May Not Be Bought Out, So Buy Apple!

    By Alexander Cho - May 24, 2013 | Tickers: AAPL, DELL, MSFT

    Dell (NASDAQ: DELL) had difficulty with beating earnings estimates this past quarter. The company was able to beat analyst estimate for revenues but missed on earnings. In an environment of declining PC sales, the company was able to off-set this decline with growth in revenue from its service segments.

    Earnings snapshot

    The company reported a 5% decline in revenues from its products division (desktop computers, laptops, tablets, printers, and anything more »

  • 3 Tech Dividend Stocks Set To Rise?

    By Reuben Brewer - May 24, 2013 | Tickers: CAJ, MSFT, TSM

    Russ Koesterich, BlackRock's chief investment strategist, believes that technology stocks offer good long-term value. To find investment ideas in the sector, I reviewed the latest semi-annual report for BlackRock Global Dividend Income Fund. Microsoft (NASDAQ: MSFT), Taiwan Semiconductor (NYSE: TSM), and Canon (NYSE: CAJ) were the only names that made the grade.

    Dividend Ideas

    Koesterich believes investors have been pushing up the prices of defensive names for so long more »

  • Microsoft's Most Important Hardware

    By Mark Hibben - May 24, 2013 | Tickers: AMD, MSFT, NVDA, SNE

    The Xbox One, revealed by Microsoft (NASDAQ: MSFT) on May 21, demonstrated extremely impressive capabilities not only as a game platform, but as a multimedia PC.  Xbox One's brilliant combination of hardware and software positions it to become the center of the consumer's living room and a certain hit this holiday season, when it becomes available.  As a demonstration of Microsoft's growing hardware prowess, Xbox One will more »

  • Does a Huge Earnings Miss at Dell Signal the End of the PC?

    By Richard Cox - May 24, 2013 | Tickers: DELL, HPQ, MSFT

    One of the biggest disappointments this earnings season came with the latest results from Dell (NASDAQ: DELL), which showed that the company’s profit dropped by a massive 79% during the fiscal first quarter (ending on May 3). Such a significant downside surprise is helping to discourage sector surveys, which show major declines in PC sales this year.  This creates a negative backdrop for Dell and its competitors, and with more »

  • Microsoft Just Killed the Market for Used Video Games

    By Salvatore "Sam" Mattera - May 24, 2013 | Tickers: GME, MSFT, SNE

    Microsoft (NASDAQ: MSFT) revealed its next console on Tuesday, the Xbox One. With it, the company effectively killed the market for used games, and presumably, GameStop’s (NYSE: GME) business.

    The Xbox One

    The Xbox One is a step forward in gaming. The new console runs x86 PC architecture, boasts impressive technological capabilities, and offers users a whole new TV viewing experience.

    But it doesn't allow for used games more »

  • The Reports of Apple's Demise Have Been Greatly Exaggerated

    By Zarr Pacificador - May 24, 2013 | Tickers: AAPL, MSFT, NOK, SSNLF

    Although valuing a stock is pretty much a straight forward process, determining the value of the inputs, especially predicting future growth rates, is awfully difficult. One method that comes in handy, and popularized by Michael Maboussin in his book Expectations Investing, is using the share price to infer the market expectations for the company. Instead of trying to forecast the company’s future cash flows, you work backwards and determine more »

  • Did Microsoft Just Beat Apple To The Living Room?

    By Jason Hall - May 23, 2013 | Tickers: AAPL, GOOG, MSFT

    It's no secret that Microsoft (NASDAQ: MSFT) has failed to make a dent in mobile computing while PC sales have sharply declined. While Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOG) have seen huge growth in the secular shift in how we use computers, Microsoft's single-digit share of the tablet and smartphone market is increasingly making the company less and less relevant in our more and more connected lives more »

  • 1, 2, 3, 4...I Declare A Console War

    By John McKenna - May 23, 2013 | Tickers: EA, MSFT, SNE

    On May 21st, Microsoft finally released their new gaming console to the marketplace: the Xbox One, in a big webcast event that featured development teams from Microsoft, as well from gaming studios like Electronic Arts and Activision, makers of the successful Call of Duty franchise. Billed as one of the most revolutionary consoles of its era, Microsoft has staked out its place against Sony for the rest of the more »

  • Don't Invest in Apple Before You Read This

    By Nauman Aly - May 23, 2013 | Tickers: AAPL, GOOG, MSFT

    Although Apple (NASDAQ: AAPL) is trading at just over $400 per share -- and down considerably from its 52-week high of over $700 -- many may say that the stock is trading at ridiculously cheap levels. However, when taking a much closer look at the company's fundamentals, this is simply not the case.

    While it may be easy to be lured in by this recent dip in the share price, the more »

  • Can This Company Keep Growing and Growing?

    By Nauman Aly - May 23, 2013 | Tickers: AAPL, GOOG, MSFT

    Google (NASDAQ: GOOG) reminds me of a monster in a 1950s horror movie; it just keeps growing and growing. Apple (NASDAQ: AAPL) might get all the respect and attention, but it’s Google that is growing at an astronomical rate these days. On May 17, 2013, Google’s stock had risen to $904. That’s right; Google shares topped the $900 mark for the first time.

    This occurred on a more »

  • Why Bill Gates and Carlos Slim Are Getting Richer, and Why You Should Care

    By Hunter Hillman - May 23, 2013 | Tickers: AMX, MSFT | Editor's Choice

    For years, Bill Gates was the richest man in the world, buoyed by his stake in Microsoft (NASDAQ: MSFT)). In 2010, though, he was overtaken by Carlos Slim, a Mexican investor whose holdings in America Movil (NYSE: AMX) account for $49 billion of his $73 billion fortune. However, Bloomberg just reported that Bill Gates is once again the wealthiest man on the planet thanks to a surge in Microsoft's more »

  • Has HP Turned the Corner?

    By Mark Hibben - May 23, 2013 | Tickers: GOOG, HPQ, MSFT

    On May 22 Hewlett-Packard (NYSE: HPQ) reported its fiscal 2013 Q2 results, which indicated that the HP's long downward slide in revenue and earnings is nearing an end.  Investors were buoyed by the news, and HP shares shot up nearly 14% in after hours trading.

    As CEO Meg Whitman admitted, the recovery process is "non-linear" and far from over, but the signs of a bottom are at hand.  In more »

  • Dow's Over 15,000... What Do You Do?

    By Michael Mandala - May 23, 2013 | Tickers: ACAR, AEGR, BF-A, EXXI, FEEC, MSFT

    If there’s any time to be weary of the U.S. equity markets, now presents no better time. It was just a few short years ago the Dow Jones Industrial Average crossed over the 14,000 mark and most investors continued to dump money into long positions. Day after day, CNBC’s scrolling headlines highlight the day’s advances with special notices saying, “Dow is so many points from more »

  • Microsoft: Where’s the Mojo?

    By Nauman Aly - May 23, 2013 | Tickers: AMZN, AAPL, GOOG, MSFT

    When you look at the portion of your portfolio that’s devoted to tech companies, what do you see there? If you’re holding onto shares of Microsoft (NASDAQ: MSFT), you need to rethink that part of your portfolio. During the last 12 years or so, the tech giants such as Google (NASDAQ: GOOG), Amazon (NASDAQ: AMZN) and undisputed champion Apple (NASDAQ: AAPL) have had an amazing run, delivering astonishing more »

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