Mar 08

Since the dot com bubble burst Microsoft stock has been the sick man of Wallstreet, the stock has remained stuck in the $20s range for the last decade. During that period other Tech stock, Google, Apple and Amazon have delivered out size returns for their investors.

Recently theres has been good news from analyst about Microsoft stock, here is a a round of of what Analyst covering Microsoft are saying.

Oppenheimer & Co Microsoft Stock Prediction

The U.S. investment firm Oppenheimer & Co. analyst Brad Reback released investment, maintaining the Microsoft stock’s “outperform” rating and raised the Microsoft stock price target to $36 from $32. His judgments were based on seeing the Microsoft system’s advantages in the Developer Conference of the 2012 Mobile World Congress.

Citigroup analyst forecast for Microsoft

Citigroup analyst Walter Pritchard reiterated the Microsoft stock’s “buy” rating and the Microsoft stock price target of $35.

Barclays Microsoft share price forecast

Barclays Capital has also raised its price target on the stock.Its price target on Microsoft’s stock is $33.

Goldman Sachs Forecast

Goldman Sachs raised its price target on Microsoft from $29 to $32 following better-than-expected Q4 EPS.

Is Microsoft stock finally turning the corner? Investors should not be too excited because even as Microsoft stock was lagging in the last decade, this is a company that always reported good results but the stock never barged.

 

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , ,

Feb 24

According to the most recent filing of Billionaire hedgde fund manager, John Paulson own investment firm, Paulson & Co. Inc. The following were John Paulson portfolio holding for 2010.

John Paulson Top Five Portfolio holdings

John Paulson Gold Holdings

SPDR Gold Trust

Anglogold Ashanti Ltd.

Mr. Paulson invested heavily in gold on the belief that the dollar would lose value in the coming years. His gold investments are primarily done via a gold exchange-traded fund, SPDR Gold Shares.

John Paulson Stock Portfolio Holdings

Citigroup

Bank of America

Anadarko Petroleum

That bet on bank stocks was perfectly timed to take advantage of the massive fiscal stimulus.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Feb 24

Billionaire hedge fund manager John Paulson will forever be remembered for $4 billions he made in 2007. When the housing market was burning the money manager was making billions.

The latest news is John Paulson did it again by earning an estimated $5 billion in 2010 thanks mainly to bets the economy would recover. This is better than the $4 billion haul made off the subprime bet.

How John Paulson Makes Money

John Paulson runs his own hedge fund investment firm, Paulson & Co. Inc. (PCI). It is an employee owned hedge fund sponsor, primarily providing services to pooled investment vehicles. He is earns money through commissions on funds under management plus a share of profits.

John Paulson Investing Strategy

The firm manages separate client-focused portfolios, employing merger arbitrage, long/short, and event-driven strategy to make its investments. Paulson & Co. Inc. utilizes fundamental analysis to make its investments, benchmarking the performance of its investments against the S&P 500 Index.

John Paulson Investment Philosophy

In a Wallstreet Journal interview this is how he summarizes his investment philosophy: “The flexibility of having long and short exposure across the capital structure allows us to optimize performance across market cycles. Our goals are capital preservation, above average returns over the long term, and low correlation to the markets.” As the market recovers from its shortfalls of the past years, Paulson is betting on strong economic growth in the recovery: “it is time to be in the stock market,” he says, and that now is not the time “to be under-invested”.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , , , , , , , , ,

Sep 27

I was reading CNET and they had an article that analysed the amount of money Apple Inc makes on each Iphone. The analysis was by T. Michael Walkley of investment firm Canaccord Genuity.

Apple sees a gross margin of 50 percent and operating margins of around 30 percent on its iPhone. That’s within an industry where most handset makers struggle to turn a profit, or reach operating margins of even 10 percent.

As a result, he said, Apple took home 39 percent of the mobile phone industry’s overall profits by selling around 17 million iPhones during the first half of 2010.From CNET article

Apple Analyst Revenue forecast for 2011 to 2012

Walkley is forecasting sales of $63 billion for Apple in fiscal 2010, $82 billion in 2011, and $93 billion in 2012. That compares with $42 billion in 2009.

written by Constantine Njeru \\ tags: , , , , , , , , , , , ,

Jul 23

T. Rowe price investing firm has an investing strategy known as growth stock philosophy of investing.

The philosophy advocates investing in companies whose earnings and dividends could be expected to grow faster than inflation and the overall economy.

T. Rowe Price offers an investor a choice of over 90 mutual funds.

T. Rowe Price Retirement funds

Offers a fully diversified portfolio with one fund that matches the approximate year you turn age 65.

For more information Visit T. Rowe Price

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , ,

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