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Markets Strong But Key Sectors Weaken
Video By: TheoTrade
Monday, May 22, 2017 8:44 PM EDT
Stocks finished regaining last Wednesday's losses closing the overnight gap from last Tuesday into Wednesday.
In this video: AMZN, MSFT, XLE, XLF, NDX, GOOGL
E Microsoft Makes A Splash In Education Market; Then The Rivals Circle
Article By: Donna Fuscaldo
Friday, May 19, 2017 10:45 AM EDT
Microsoft is facing re-intensified competition from the likes of Amazon and Apple, who all want more of the multibillion-dollar K-12 education market.
In this article: MSFT Also: AMZN, AAPL, GOOG
Hedge Funds Pile Into Just Six Tech Stocks
Article By: Tyler Durden
Tuesday, May 16, 2017 8:00 AM EDT
According to Goldman, as of May 10, just 10 companies have been responsible for half, or 46% to be exact, of the entire S&P's rally YTD.
In this article: AAPL, AMZN, GOOG, MSFT, NFLX, FB Also: SPY
Tax Reform And The 'Repatriation' Trade
Article By: Gary Tanashian
Monday, May 15, 2017 8:57 AM EDT
Trump needs to get tax reform right because we appear to be in a shift from the monetary to the fiscal (and the Fed is in monetary policy abdication mode).
In this article: AAPL, CSCO, INTC, MSFT Also: SPY
Chart: Here’s How 5 Tech Giants Make Their Billions
Article By: Jeff Desjardins
Friday, May 12, 2017 4:08 PM EDT
These five tech companies are the most valuable stocks in the U. S. market, worth a collective $ 2.9 trillion in market capitalization.
In this article: AAPL, GOOGL, MSFT, AMZN, 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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