Official PayPal Seal

Microsoft’s Fiscal Second Quarter Impressive

publication date: Jan 25, 2022
View a Printer Friendly version of this page, allowing you to print the page. Send a summary of this page to someone via email.

Image: Mike Mozart

We’re reiterating our bullish view on newsletter portfolio holding Microsoft Corp. following its fiscal second-quarter report released January 25. We’re huge fans of the company’s strong economic moat and while its net balance sheet cash will erode somewhat in light of its proposal to acquire Activision, the company’s cloud opportunity and suite of recurring-revenue services makes for one attractive free-cash-flow generating powerhouse. The market may have wanted more from Microsoft’s fiscal second-quarter report, ended December 31, 2021, but it was solid across the board, in our view. We’re sticking with our $342 per share fair value estimate at the time of this writing.

Subscribe Now to Gain Access!

This page is available to subscribers only. To gain access to members only content (including this research piece), click here to subscribe. With a subscription, you'll have access to all of our premium commentary, equity reports, dividend reports and Best Ideas Newsletter and Dividend Growth Newsletter, as well as receive discounts on all of our modeling tools and products. Financial advisers and institutional investors have even more to choose from!

Click to Learn More about Valuentum

If you are already a subscriber, please

If you believe you should be able to view this area then please contact us and we will try to rectify this issue as soon as possible.

To gain access to the members only content, click here to subscribe. You will be given immediate access to premium content on the site.