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MSFT

Why Investors Hate Apple — and Are Dead Wrong

in FP: Latest/Stock Analysis by
A member of the 'Ansar Dimachk' Brigade which operates under the Free Syrian Army uses an iPad during preparations to fire a homemade mortar in Jobar

 In this article I don’t discuss Apple’s valuation, balance sheet, or financials.  I covered these topics in great detail in these articles a few months ago (Part 1: Psychology and Part 2: Value of Ecosystem).  Nothing has really changed since, except that Apple announced an enormous share buyback.  This article focuses on Apple’s products, innovation,…

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Microsoft Debt Issuance Makes Zero Economic Sense

in FP: Latest by

Tuesday’s  headline from the WSJ reads: “Microsoft Corp. (MSFT)  to offer up to  $1.25 billion in 3-year convertible notes.” The software company will use the sales proceeds to repay short-term debt. If it was any other company I’d ignore this headline as a daily noise as this kind of things happens all the time. But Microsoft…

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Microsoft – Is Not Over Until it is Over

in Stock Analysis by

 I’ve received a few emails asking my thoughts on Microsoft’s (MSFT) quarter.  Here is my take: this is probably the least meaningful quarter in the company’s recent history.  MSFT is about to introduce Windows 7 (and a slew of other products.) If I were a corporate customer, I wouldn’t be buying Windows Vista now if…

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Susan Boyle of Software or Microsoft’s Got Talent

in Stock Analysis by
Susan_Boyle

When I think of Microsoft stock, images of Susan Boyle in “Britain’s Got Talent” come to mind.  The Scottish woman appeared — middle aged, awkwardly dressed, unsure of herself, unattractive by conventional (stereotypical) standards — and expectations of her singing were in line with her appearance.  As long as she did not fall off the…

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The Wall Street Transcript Interview Excerpts

in 5 Minutes of Fame/China by

I was interviewed by The Wall Street Transcript, here are some excerpts from the interview: Investing vs. speculating Let’s talk about financial stocks for a second, because I’m sure they are on investors’ minds right now. You want to be an investor rather than a speculator; at least I am talking about investing. If you…

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Great Job Bob!

in Stock Analysis by

Herb Greenberg wrote a wonderful column and said something I’ve wanted to say for a long time, that blaming Bob Nardelli for the lackluster performance of Home Depot’s (HD) stock is just plain silly. Since Nardeli took over Home Depot in 2000, Home Depot’s earnings have grown at an amazing clip of 20% a year, revenues over 15%, net margins have increased…

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