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“That’s Not A Bubble. THIS Is A Bubble”
Article By: The Heisenberg Report
Saturday, June 24, 2017 11:54 AM EDT
You should be confident that tech isn’t in another bubble because it isn’t “as outrageously priced” as it was during the dot-com boom.
In this article: AAPL, AMZN, MSFT, FB, GOOGL
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Amazon And Wal-Mart Encroaching On To Each Other’s Turf
Article By: Tematica Research
Sunday, June 18, 2017 7:00 PM EDT
Few, however, foresaw Friday’s news that Amazon would acquire Whole Foods. That event dominated headlines as the week wrapped, and rightfully so as the acquisition positions Amazon to disrupt the grocery industry like it has a number of others
In this article: WMT, AAPL, AMZN, COST, GOOG, MSFT, WFM, FB, TGT
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Five ‘Strong Buy’ Artificial Intelligence Stocks
Article By: TipRanks
Sunday, June 18, 2017 5:35 PM EDT
Everyone is talking about artificial intelligence right now- with many predicting that AI will lead the next wave of economic growth and productivity for the next couple of decades. Not all big-name AI stocks have the Street’s seal of approval.
In this article: CRM, DLPH, BIDU, MSFT, GOOGL
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Inflation Waning While Bonds Dispute Moves In Stocks
Article By: Tematica Research
Friday, June 16, 2017 6:15 PM EDT
Here are just a few reality checks to keep in mind. Stocks are experiencing below average volatility and volume and bonds are not telling a growth story.
In this article: AAPL, AMZN, MSFT, FB, GOOGL Also: CSCO, INTC
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The Beginning Of The End For Tech’s Biggest Dominators
Article By: Andrew Gordon
Thursday, June 15, 2017 2:26 AM EDT
Google. Amazon. Microsoft. Facebook. Apple. If you had invested in them in their early pre-IPO stages, you would have made more money than you’d know what to do with.
In this article: IBM, AAPL, AMZN, GOOG, MSFT, FB
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President Trump Wants To Upgrade The Government’s IT; Microsoft Should Benefit
Angry Old Lady 5/2/2017 6:42:47 PM

While true, I think $IBM and $MSFT are two likely beneficiaries. And I think the author is correct that any company, such as $AMZN which has criticized #Trump will likely be excluded from consideration.

President Trump Wants To Upgrade The Government’s IT; Microsoft Should Benefit
Dick Kaplan 5/2/2017 6:41:28 PM

While the industry as a whole will likely benefit from this executive order, it is really too early to tell if $IBM, $MSFT or any other specific company will benefit.

The Battle of Smartphone Assistants: Siri Vs. Google Assistant
Cents And Sense 12/27/2016 12:11:48 AM

I use #Alexa often. It can't answer nearly as many questions as #Siri, but can have "skills" added, app-like programs to do everything from play games to control your smart home. $AMZN $AAPL

I've never used #GoogleAssist and hadn't realized #Google was getting into this space but could see them being formidable. But I've never had #Cortana successfully answer anything I've ever asked it. All it does is direct me to a web search. No idea what #Microsoft is trying to accomplish with that but I would place them dead last. $GOOGL $MSFT

Microsoft’s One Downside
Kurt Benson 12/6/2016 7:47:17 PM

Generally I'm bullish on $MSFT, but you've made an convincing case to wait. Thanks for sharing your excellent analysis on #Microsoft.

Microsoft’s One Downside
Gary Tanashian 12/6/2016 6:25:06 PM

The valuation is the single reason I have avoided #Microsoft over the last year. I agree that it is the kind of company you buy on a market correction. $MSFT

Brace Yourself for the Beginning of the Great Dividend Recession
Sam Anwar 8/10/2016 7:04:54 PM

Most of the dividend decreases/cuts come from companies heavily invested in the energy sector. For this reason, there is skew from one particular sector representing a huge portion of dividend decreases. In addition, I disagree with #Microsoft dividend safety raking on the grounds that a company with a predicted revenue payout ratio of 43%. Also, Microsoft has a AAA credit ranking a significant amount of assets held overseas. $MSFT

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