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Article Results:

[Oct 01, 2006] Microsoft, by Mark Robertson
MSFT is a quality company and an example of natural slowing of growth as companies mature.

[Aug 01, 2009] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Microsoft (MSFT) .

[Nov 01, 2005] Microsoft, by Mark Robertson
Despite threats from Linux, Google, Yahoo! and others, MSFT is a formidable and well-managed juggernaut.

[Oct 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Accumulate more shares of this month's Solomon Selection, Microsoft.

[Feb 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Add Medtronic and Microsoft.

[Aug 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
The monthly contribution was used to accumulate more shares of Microsoft.

[Sep 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
The monthly contribution was used to accumulate more shares of Microsoft.

[Jan 01, 2018] Tin Cup Demonstration Portfolio (January 2018), by Mark Robertson
Tin Cup delivered a total return of 29.4% in 2017. As total assets approach $2,000,000 at year-end, the portfolio-centered discipline sells Microsoft and Under Armour -- and adds Priceline to the demonstration dashboard.

[Jul 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
April and May were very unkind to the likes of portfolio holdings Home Depot, Bed Bath & Beyond, Wrigley, Microsoft and UnitedHealth.

[Jun 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
April and May have been very unkind to the likes of portfolio holdings Home Depot, Bed Bath & Beyond, Wrigley, Microsoft and UnitedHealth.

[Aug 01, 2013] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Bio-Reference Labs

[Sep 01, 2017] Tin Cup Model Portfolio (September 2017), by Mark Robertson
Another solid month for Tin Cup as August performance outpaced the Wilshire 5000. Since inception (1994), the rate of return is 13.9% versus 7.0% for the total stock market.

[Apr 01, 2007] Tin Cup Model Portfolio, by Mark Robertson
Add MSFT & LLTC, Sell Some HD.

[Dec 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Add Fresh Market, Trim MSFT and Buy Polaris

[Oct 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Medtronic, Microsoft, Walgreen and Williams-Sonoma.

[Jul 01, 2009] Sweet 16, by Mark Robertson
SEI Investments, Microsoft, Patterson and Disney all have higher than average potential for P/E and profitability expansion.

[Aug 01, 2006] Sweet 16, by Mark Robertson
Highest rated companies this month include Cisco Systems,\r\nAbercrombie & Fitch, Microsoft and Bed Bath & Beyond.

[Jun 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Microsoft, Coach, Walgreen and Bed Bath & Beyond.

[Jun 01, 2009] Sweet 16, by Mark Robertson
SEI Investments, Hudson City, Microsoft, Weight Watchers, ITT Educational and Pepsi all have higher projected profitability and P/E ratios for their long-term forecasts.

[Feb 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies based on a combination of PAR and quality rating are Kohl's, Microsoft, Paychex and Walgreen.

[Jan 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies based on a combination of PAR and quality rating are Kohl's, Microsoft, Paychex and Home Depot..

[Nov 01, 2009] Cutting Off The Ends?, by Mark Robertson
Thanksgiving is a time to honor traditions with the courage to question long-held beliefs.

[Dec 01, 2011] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Urban Outfitters

[Aug 01, 2011] Tin Cup Model Portfolio, by Mark Robertson
Accumulate SolarWinds (SWI)

[Mar 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies based on a combination including PAR and quality rating are Dell, Microsoft, Fifth Third Bank and Linear Technology.

[May 01, 2009] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Copart.

[Nov 01, 2012] Guggenheim S&P 500 Equal Technology, by Cy Lynch
With this month’s selection we capitalize on the outsized opportunity we see in the technology sector, while avoiding overemphasis on AAPL.

[Sep 01, 2009] Sweet "Sixteen" Screen, by Mark Robertson
Screening results over the last several months have delivered stellar performances, and it’s possible that this strong run now dictates a little stronger measure of caution as MIPAR has returned to mid-range conditions.

[Aug 01, 2009] Sweet 16, by Mark Robertson
The list has been fairly stable and still includes some high-quality companies. Several community favorites are to be found on this month's results .

[Apr 01, 2009] Tin Cup Model Portfolio, by Mark Robertson
Sell FDS, Buy LOGI, Add FLIR & CPRT.

[Jun 01, 2009] Jensen, by Mark Robertson
JENSX reads like a Who’s Who of blue chip high-quality stocks that are frequently of interest to our community of long-term investors..

[Jun 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Sell Synovus (SNV), Accumulate UNH.

[May 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Trim Home Depot (HD), Accumulate Chicago Bridge (CBI).

[Jun 01, 2007] Riding Shotgun, by Mark Robertson
The case for the sweet spot approach gets even more compelling.

[Jul 01, 2013] The Stocks You Follow: Manifest 40, by Mark Robertson
We’ve always believed that the collective decisions made by our community of long-term investors is worth huddling over … a place where ideas are born.

[Jan 01, 2009] Tin Cup Model Portfolio, by Mark Robertson
Sell CBI and GRMN, buy APACHE.

[Apr 01, 2007] Huddling with History, by Mark Robertson
Heed the lessons of history. Opportunities and challenges do repeat and human nature is pretty reliable.

[Apr 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Sell Wendy's, Buy Wrigley & Microsoft.

[Aug 01, 2010] Hoard vs. Herds: QQQQ, by Cy Lynch
The average selection for the Hoard has outperformed the total stock market benchmark by +12.6% during its holding period. Accuracy stands at 68% due to some lagging healthcare positions.

[Oct 01, 2011] Our Collective Report Card, by Mark Robertson
Our MANIFEST 40 just celebrated its sixth birthday. This quarterly review of the most widely-followed stocks by our community is a trove of information about companies attracting the attention of thousands of like-minded investors.

[Feb 01, 2010] Band of Groundhogs, by Mark Robertson
Whether you're an individual or group combatant, we can't think of a Community of long-term investors that we'd rather band together with.

[Nov 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Accumulate more shares of last month's Solomon Selection, MSFT.

[Aug 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Caremark (CVS).

[May 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Stick with Wrigley.

[Apr 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Linear Technology, Cogent, Oracle and eBay.

[Jan 01, 2011] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Bio-Reference Labs.

[Apr 01, 2006] Sweet 16, by Mark Robertson
Blue chip high-quality growth companies continue to lead this list and seem to be "best fits" in the current market..

[Aug 01, 2005] Sweet 16, by Mark Robertson
The technology and consumer discretionary sectors each lead the way this month.

[Aug 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies Allied Irish Banks, CVS Caremark and Oracle. .

[Jul 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Whole Foods Market, Walgreen, CVS and Zimmer.

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Forum Post Results:

Stockwatching: Microsoft (MSFT) · by Mark Robertson · 02/12/2013 09:30 AM · Stocks
Subscriber correspondence: “Mark, would you spend a little time on P/E ratio projections in line with this study?” Sure. Thanks for the question....

Stockwatching: Microsoft (MSFT) · by Mark Robertson · 02/10/2013 01:37 PM · Stocks
It’s been a while since we did one of these, but there’s an Excel version of the Equity Analysis Guide for those who want to dabble with other...

Stockwatching: Microsoft (MSFT) · by Mark Robertson · 02/10/2013 01:16 PM · Stocks
Business Model Analysis: Sales Growth Forecast Based on this quick analysis of top-line conditions, and barring any major shifts in the 3-5 year...

Bought Microsoft (MSFT) · by Mark Robertson · 06/21/2006 10:56 AM · Decisions Manifest
Dan, thanks for sharing the soul-searching regarding Microsoft (MSFT). I’ve seen this played out at several investment club meetings that I’ve...

Bought Microsoft (MSFT) · by Mark Robertson · 06/21/2006 11:03 AM · Decisions Manifest
Take a look at this display of slowing growth forecasts (the red line in the graph) and the fairly massive “sell off” of insider holdings versus...

Microsoft (MSFT) · by Mark Robertson · 11/17/2016 10:53 AM · Stocks
Goldman Sachs upgrades Microsoft (MSFT) from Neutral to Buy and raises the price target from $60.00 to $68.00.

Microsoft (MSFT) · by Mark Robertson · 01/24/2014 09:44 AM · Stocks
Microsoft (MSFT) rises following earnings beat. Microsoft’s shares rose 3.2% premarket after the company’s FQ2 earning beat expectations, helped by...

Microsoft (MSFT) · by Mark Robertson · 10/25/2013 11:33 AM · Stocks
Apparently somebody in addition to Hugh McManus likes MSFT while other pundits continue to shovel dirt on the company. :) Microsoft’s (MSFT) FQ1...

Microsoft (MSFT) · by Mark Robertson · 07/19/2013 08:48 AM · Stocks
Eddy Elfenbein shared some commentary on the MSFT earnings report … After the closing bell on Thursday, Microsoft (MSFT) reported earnings of 66...

Microsoft (MSFT) · by Mark Robertson · 07/19/2013 08:18 AM · Stocks
Speaking of “Inventory Matters …” Microsoft shares slump as Surface flops. Microsoft’s (MSFT) shares plummeted 6.4% pre-market after its FQ4...

Microsoft (MSFT) · by Mark Robertson · 12/20/2012 10:16 AM · Stocks
The seventh selection in our annual Christmas stock selection countdown is Microsoft (MSFT). We’ve arrived at six geese a-laying. And a question....

Microsoft (MSFT) · by Dan Hess · 07/27/2012 02:02 PM · Stocks
Sunil Thanks for the visual explanation. Is that the Cisco Cloud your IPAD is connected to showing on the IPAD screen? It does seem the Aps such as...

Microsoft (MSFT) · by Diane Moore · 07/27/2012 11:30 AM · Stocks
Yeah, that doesn’t look too hard! My husband has an iPad (I play Angry Birds on it:)—it’s a little strange to get the hang of the tiles, but once...

Microsoft (MSFT) · by Sunil Veluvali · 07/27/2012 10:35 AM · Stocks
Using Windows 8 for your work should actually be a much better experience… faster start times, better reliability, tools to synchronize your files...

Microsoft (MSFT) · by Dan Hess · 07/27/2012 10:22 AM · Stocks
I have both a PC and IPAD. The IPAD has a lot of nice features but until the IPAD has EXCEL and Word or equivealent) and a full size keyboard for...

Microsoft (MSFT) · by Diane Moore · 07/27/2012 10:14 AM · Stocks
Actually, Sunil, I consider myself “employed” on my PC. There wouldn’t be any way for me to do my work with only a tablet. I haven’t seen Windows...

Microsoft (MSFT) · by Sunil Veluvali · 07/27/2012 01:29 AM · Stocks
I have been using the Windows 8 Consumer Preview and it is a very stable platform. The rest of the stuff, the new user experience, apps, etc. is...

Microsoft (MSFT) · by Mark Robertson · 07/26/2012 02:27 PM · Stocks
Reinforcing Vitaliy and bringing another opinion — which we should digest, as Josh Brown says, whether or not we agree:...

Microsoft (MSFT) · by Mark Robertson · 07/19/2012 10:32 AM · Stocks
Thanks, Dan. I agree that we shouldn’t take Vitaliy lightly … and hope to “hear” some perspective from others closer to the situation.

Microsoft (MSFT) · by Dan Hess · 07/19/2012 09:28 AM · Stocks
Here is a harsh view on Windows 8 by a very astute investor. Anyone involved in the W8 Beta have any views?

Microsoft (MSFT) · by Mark Robertson · 07/05/2012 10:20 AM · Stocks
Microsoft (MSFT) recently announced a $6.2 billion accounting goodwill impairment charge, primarily related to the acquisition of an online...

Microsoft (MSFT) · by Hugh McManus · 01/16/2012 11:52 PM · Stocks
Dan, Medicare/Medicaid is a really scary area, particularly when it comes to the very uncomfortable end of life issues. It’s a really difficult...

Microsoft (MSFT) · by Dan Hess · 01/16/2012 09:08 PM · Stocks
Hugh I agree it does seem savings rates across countries may not be an apples to apples comparison. I do think though that countries like China...

Microsoft (MSFT) · by Hugh McManus · 01/16/2012 06:33 PM · Stocks
Dan, Great comments. Consumers have always driven GDP growth; I’ve seen the figure as low as 66%, I didn’t know it had bumped above 70%—but maybe...

Microsoft (MSFT) · by Dan Hess · 01/10/2012 09:10 PM · Stocks
Hugh Thanks for sharing your view on this important topic. Let me try to explain my view that in order for the US to grow and to work off the great...

Microsoft (MSFT) · by Hugh McManus · 01/10/2012 05:45 PM · Stocks
On this topic, we just have to wait and sit it out. Eventually, the tax law will be changed—I don’t set that there’s an option. Money will keep...

Microsoft (MSFT) · by Dan Hess · 01/10/2012 08:24 AM · Stocks
Many of us have wondered why MSFT does not deploy the huge pile of cash it holds and either put it to work or return it to shareholders. This...

Microsoft (MSFT) · by Dan Hess · 12/19/2011 10:33 AM · Stocks
This Bloomberg Article suggests the Microsoft profit margins will decline due to the more competitive Cloud environment but also may start to...

Microsoft (MSFT) · by Sunil Veluvali · 10/21/2011 12:00 PM · Stocks
Yes. In the technology world, a wide economic moat is a temporal phenomenon and the pervasive trend is lower margins and profitability until a...

Microsoft (MSFT) · by Dan Hess · 10/21/2011 10:30 AM · Stocks
I am of the view the market is valuing MSFT stock not on its current cash, strong free cash flow and profits but rather the outlook for the future....

Microsoft (MSFT) · by Mark Robertson · 10/21/2011 07:53 AM · Stocks
Microsoft hits profit forecasts as Windows decline halts. Microsoft’s (MSFT) FQ1 EPS grew 6.1% to $0.68 and met analyst expectations as revenue...

Microsoft (MSFT) · by Susan Tanoe · 07/27/2011 08:44 AM · Stocks
In your review of the chronicle and also RSI, I have taken a look at MSFT. Currently, this stock is trading at a RSI of 72.15. Can you help me to...

Microsoft (MSFT) · by Dan Hess · 10/25/2010 03:17 PM · Stocks
Mark Ozzie was a key individual in the old IBM PC company before he went to Microsoft. In my dealings with him about 30 years ago it was quite...

Microsoft (MSFT) · by Mark Robertson · 10/25/2010 02:29 PM · Stocks
Nice post, Dan. Fascinating from my perspective as an early adapter/adopter of Ozzie’s Lotus Notes. :)

Microsoft (MSFT) · by Dan Hess · 10/25/2010 02:17 PM · Stocks
Ray Ozzie the chief software architect at MSFT recently wrote a departing memo to Microsoft employees. You can read one person analysis of what the...

Microsoft (MSFT) · by Dan Hess · 09/22/2010 08:32 PM · Stocks
As a follow up to my earlier post, I just learned Microsoft was able to sell 3 year bonds at a yield of 0.875% an all time low for a 3 year bond...

Microsoft (MSFT) · by Dan Hess · 09/22/2010 10:58 AM · Stocks
Mark I think your point about repatriation is the main factor here on what may seem like a strange act by MSFT. AT first glance MSFT is sitting on...

Microsoft (MSFT) · by Mark Robertson · 09/22/2010 09:50 AM · Stocks
Here’s an article providing the details: MSFT Share Repurchase, Dividends&Debt I’ll try to update an Equity Analysis Guide later today but some...

Microsoft (MSFT) · by Ron Riggs · 09/22/2010 01:46 AM · Stocks
Can someone explain to me what Microsoft’s strategy here is? They seem to be borrowing money to pay an increased dividend and buy back shares. That...

Microsoft (MSFT) · by Ron Riggs · 07/11/2010 09:34 PM · Stocks
I know this is an old thread, but it is MSFT. It seems like there is a disconnect between these projections for MSFT and what it does. It always...

Microsoft (MSFT) · by Mark Robertson · 12/31/2009 11:28 AM · Stocks
Projected Average P/E The consensus projected average P/E for MSFT is 18.

Microsoft (MSFT) · by Mark Robertson · 12/31/2009 11:32 AM · Stocks
PAR and Quality The projected annual return for MSFT is approximately 16-17% with a quality rating of 84.3.

Microsoft (MSFT) · by Mark Robertson · 12/31/2009 11:05 AM · Stocks
Microsoft (MSFT) is ubiquitous. Pervasive. Period. MSFT is now the third most widely-followed company among our favorite 40. Sales Growth Forecast...

Microsoft (MSFT) · by Mark Robertson · 12/31/2009 11:18 AM · Stocks
Profitability Analysis MSFT’s net margins are huge relative to the vast majority of all companies.

Stockwatching: Microsoft (MSFT) · by Mark Robertson · 02/10/2013 10:55 AM · Stocks
“I’m the stock watcher for Microsoft (MSFT) and would like to e-mail a copy of my EAGLE to other members before our meeting, but haven’t been able...

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Company Results:

Microsoft (MSFT)

Quality 99
PAR 11.0%