This stock is a great deal

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stinkynuts

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Just loaded up on Microsoft, bought $100,000.

A great company, very diversified, profittable, growing, and will benefit from the AI movement.

It's down 30% from its peak, and is trading at a very low 19 forward pe ratio. It should recover nicely. Traded it fo somer Google, which had a nice run.
 
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JohnnyWishbone

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May 7, 2019
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stinkynuts said:
Just loaded up on Microsoft, bought $100,000.

A great company, very diversified, profittable, growing, and will benefit from the AI movement.

It's down 30% from its peak, and is trading at a very low 19 forward pe ratio. It should recover nicely. Traded it fo somer Google, which had a nice run.
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I actually bought 30k worth myself today. Oversold IMO. Price is what it was last April when the whole tariffs stuff was scaring everyone
 
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Robert Mugabe

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Nov 5, 2017
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stinkynuts said:
Just loaded up on Microsoft, bought $100,000.

A great company, very diversified, profittable, growing, and will benefit from the AI movement.

It's down 30% from its peak, and is trading at a very low 19 forward pe ratio. It should recover nicely. Traded it fo somer Google, which had a nice run.
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Down 30% looks like a buy low deal, but with Trump in office what makes you think it will go back up?
 
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jalimon

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Jan 10, 2016
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stinkynuts said:
No, the drop is connected to the massive capital being thrown at AI, investors are worried that it won't pay off. However, I think those fears are overblown.
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It won`t pay off for many. But yet again, in the mid to long run, Microsoft will emerge as a winner.

The reign of Sadya Natella is just incredible. Everyone thought Microsoft would be dead as cloud computing was emerging. Microsoft was late, yet a leader right now...
 
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stinkynuts

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Jan 4, 2005
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Robert Mugabe said:
Down 30% looks like a buy low deal, but with Trump in office what makes you think it will go back up?
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It's a very high quality, rapidly growing company, I think as long as the market in genral goes up (which itmay not due to Trump) MSFT will go up even more. In the middle and long term, it should do extremely well.


Here's an in depth analysis:

 
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Ping

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Dec 13, 2001
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Its only down because the prices of components are thru the roof, so no personal computers are being manufactured... computers are up 60% retail. As soon as the supply chain corrects and they start building more PC's sales of OS will flow up accordingly.
 
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jeff2

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Sep 11, 2004
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stinkynuts said:
No, the drop is connected to the massive capital being thrown at AI, investors are worried that it won't pay off. However, I think those fears are overblown.
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I also think there is concern about low user adoption of Copilot, and the potential for AI to disrupt its own core business models.
 
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HungSowel

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Microsoft has the biggest backlog of contracts in the tech industry, but half of the backlog is Open AI related revenue. I would not look at forward PE because of the uncertainty of Open AI.
 
glamphotographer

glamphotographer

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Remember, Trump wants us Canadians to pay capital gains taxes on US stocks. Don't know how he's going to get that implemented to collect those taxes.
 
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Mandala

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Too late

One always is as the big boys get it on it way before you do

Stop thinking you are smarter than the market
 
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Scroty McDickface

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Dec 8, 2025
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Microsoft: Don't Buy The Dip, A 30% Correction Is Still Ahead
  • Microsoft (MSFT) is rated 'Sell' due to overvaluation and a likely 30% downside as it transitions to an AI infrastructure model.
  • MSFT's aggressive CapEx, projected to reach 33% of revenue by 2026, risks trapping the company in a cycle of high reinvestment and declining margins.
  • Competitive threats from specialized AI agents and open-source models are eroding MSFT's pricing power and user connection, pressuring both growth and profitability.
  • MSFT's valuation premiums versus peers are unsustainable as its business model shifts from high-margin software to capital-intensive infrastructure, warranting multiple compression.
 
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Taxman2011/12

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Dec 24, 2011
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glamphotographer said:
Remember, Trump wants us Canadians to pay capital gains taxes on US stocks. Don't know how he's going to get that implemented to collect those taxes.
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Canadians do pay capital gains taxes on US stocks.

[ Of course a few conditions apply, such as
- you have to sell the stock for more than you paid for it (otherwise you have a capital loss)
- you have to have " net taxable capital gains" for the year
- you don't have "net taxable capital losses carried forward" such that you can apply them against this year's capital gains.]

It's just that they pay them to the CRA in Canada, not the IRS in the USA

Trump does say some very stupid things though, but that's just my observation. Others might think it's a fact.
 
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