March 20, 2013
– Comments (1) |
RELATED TICKERS: MSFT
Basically, I still think it's buy. See here. In fact I think it's even more undervalued than when I did my analysis a year ago.
Solid analysis and I agree with you.
If Microsoft was named company X and people had never heard of it they'd like it. But it's Microsoft and it's not cool. People have a general aversion to the company and they love comparing it to Apple and beating it up.
Value investors like Microsoft. Contrarians like Microsoft. People that can look past the uncool part like Microsoft. This company has a lot of potential too (that sadly probably won't be realized) but it's still there. They don't need perfect execution. If they keep chugging along they can distribute solid returns to share holders.