Microsoft

Top- And Bottom-Performing Dividend Stocks Through September

(via seekingalpha.com)

Company Description: Nike, Inc. is the world's leading designer and marketer of high-quality athletic footwear, athletic apparel and accessories. Linked here is a detailed analysis and commentary...

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Here's A Quick and Easy Way to Find Great Magic Formula Stocks

(via www.magicdiligence.com)

For finding great stock opportunities, the Magic Formula® screens are a good place to start. This easy trick filters those screens down even more.

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ValueAct Capital Acquires More Microsoft Shares

(via www.marketfolly.com)

Jeff Ubben's hedge fund firm ValueAct Capital has filed a Form 4 with the SEC regarding their stake in Microsoft (MSFT).  Per the filing, ValueAct has acquired over 2.9 million shares on May 8th and 9th at prices ranging from $39.49 to $39.59.

This comes in addition to the 66.8 million shares...

Bill Gates: New CEO pushes Microsoft to move faster

(via www.cnbc.com)

Gates also told CNBC he's excited about taking a more hands-on approach again at Microsoft.

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Sorted Weekly Tweets

(via alephblog.com)

US Politics & Policy The Potential Bubble the Federal Reserve Cares Most About http://t.co/tp1Ug7YcaR Worrying about a bubble in the bond mkt $$ May 03, 2014 The Weekend Interview: The Investors at War With Political Power http://t.co/MuEvV0DQcC Courts protect our liberties from bureaucracies...

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Finding companies immune to competition

(via www.iii.co.uk)

Understanding Michael Porter explains how companies inoculate themselves against competition and create more profit. Such companies are worth more to investors, and should be easy to identify.
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Jeff Ubben on Valeant Pharmaceuticals and Microsoft: Interview

(via www.marketfolly.com)

ValueAct Capital's Jeff Ubben appeared on CNBC today to talk about some of his positions.  The activist investor talked about his stakes in Microsoft (MSFT) as well as his long-term holding in Valeant Pharmaceuticals (VRX), which is in the news today in a big way.

Late yesterday, we flagged...

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4 Attractive Small-Cap Growth + Value Stocks You Have Never Heard Of

(via www.magicdiligence.com)

Beat the "experts" by buying small-cap, undervalued, growing companies before the market takes notice. Here are 4 candidates from our screens.

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Dividend Growth Stocks: 6 Big-Name Dividend Stocks Crushing The S&P 500

(via www.dividend-growth-stocks.com)

Last year many dividend income oriented portfolios under-performed the S&P 500. The old adage that trees don't grow to the sky certainty holds true. Obviously, that is not to say that all dividend growth stocks have under-performed. If we look carefully we can find some gems that have performed quite well so far this year.

Dividend Growth Stocks: If Only I Had Known About These Dividend Stocks...

(via www.dividend-growth-stocks.com)

At one time or another, we all have thought, 'If only knew this when I was younger.' I purchased my first dividend stock for income in 2003. Like many newly converted income investors, I was chasing yield. I quickly built a portfolio consisting of Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs) and high yield, high risk stocks.

Sorted Weekly Tweets

(via alephblog.com)

Rest of the World   Ghana Farms Miss Out on Oil-Fueled Middle Class Food Demand http://t.co/IwEsoXVy20 Middle classes introduce changes into societies $$ $SPY Dec 07, 2013 Are the Baltic Dry Index Telling Us to Expect a Stronger Economic Activity? http://t.co/aqnFaUuGkg Could be, but only in...

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Classic: Talking to Management, Part 5: Understanding Major Shifts

(via alephblog.com)

Sometimes I think regulators are in over their heads.  They aren’t talented enough to run a company, but they think they can control the excesses of financial companies.  Then there’s the Fed.  They think they can control an entire economy through the weak policy lever of affecting the...

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Northamber: This is capitulation

(via www.iii.co.uk)

The loss-making IT distributor can’t seem to sell computers and accessories profitably. It’s shrinking and though it might be valuable even in a liquidation scenario, risks abound.
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What We're Reading ~ Analytical Links 9/25/13

(via www.marketfolly.com)

Notes from the Bloomberg Markets 50 summit [Reformed Broker]

Investing around Obamacare [The Big Picture]

The Buffett formula: how to get smarter [Farnam Street]

Charlie Munger: lessons from an investing giant [WSJ]

Thoughts on Blackberry endgame and Microsoft as a value trap [Aswath...

Where Is Venture Capital Investing Now & Why? Alpha Hedge West Conference

(via www.marketfolly.com)

Next up in our series of notes from the Alpha Hedge West Conference
is the panel on venture capitalists and where they're investing now and why.  It featured Chris Schultz (Operating Venture Capital), David Girouard (Upstart), Ari Levy (Bloomberg), Ron Suber (Prosper Marketplace), Pat Grady...

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