Microsoft Corp (NASDAQ:MSFT)

For reference point and to allow for comments by others. As of the end of March, 2013.

ROE 37.02%
Trailing PE 31.17
PB 13.51
Div yield N/A

fstg experiment

intrinsic value about 25

Lost it's way a long time ago. Late to the tablet game. Not clear on what their key strength is, and fancy (and expensive) advertising to push products like Bing and Surface on the world is not covering up for the fact that this company has nothing game-changing in its pipeline or its DNA.

Overbought. Great company; weak stock. Has been a good sell above $30 for more than a decade.

MSFT is widely underestimated. The company generates tremendous cash flow, has over $67 bil. net cash and investments, and it's Office and Server businesses are going to overtake Windows soon. If the company can take more market share in the smartphone space, combined with a new XBOX the next few years could be very good to MSFT shareholders.

I'm back!

Although slowing down, Windows still has plenty of life ahead of it. Also, Xbox should continue to maintain its dominance in the gaming industry. So far, MSFT hasn't done too well in mobile, but it things turn around it'll be just another way for them to make money. Long term outperform!

I don't believe they can keep up anymore

MSFT has had a nice run-up in price.
In my view, price now exceeds value by 20%.
Expect price to fall to $27 over next year or so.
Expect market to outperform MSFT on average by 3.5% a year over next 5 years.

Microsoft investment in R&D, focused on the cloud, mobile and big data movements. They are a force to be reckoned with.

Finally breaking out of the tight historical trading range...expect a pullback very soon via profit taking.

M* Ultimate Stockpickers

The only thing keeping me from plunking real money on Microsoft is the brewing trouble with the Washington State budget. If/when that's resolved, I'm on the Softie bandwagon (thanking all the crabby patties who keep complaining about Windows 8 and driving down the share price). Note to haters: look at how much money they make!

Microsoft is now just another player in the OS market with the surge in tablets. Need for increasing sales in their OS will force their pricepoints down. Micrsoft office is easily replaceable with Openoffice on the PC side. No serious company will buy Windows 8 as a soultion to replace windows 7. Windows 7 was their last great leap. They got no more jetfuel.

Some news of great future made me pick this. Atleast it's not real money!!

Windows 8 push and move into mobile/apps. The playing field is leveling between many companies. Microsoft's Windows 7 and 8 have both been high quality (to me). Those are good signs. Msft and Intc have similar objectives at this point.

PC is dying and microsoft has nothing to offer for mobile computing. Windows are becoming irrelevant. Office is the only one asset for long term, but it takes one Salesforce-like company to break this monopoly as well ...

Windows 8 is the worst operating system in the history of operating systems