Sean O'Shaughnessey on February 22nd, 2017
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Some things, even huge piles of money can’t buy. One of those things might be the ability to unseat Amazon.com Inc.’s [[AMZN]] AWS as the king of the cloud computing market. Not that others haven’t made a game effort. The two largest challengers— Microsoft Corp.[[MSFT]] and Google parent Alphabet Inc.[[GOOGL]]—have dropped about $52 billion combined […]

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Continue reading about Amazon ($AMZN) Rivals Have Big Clouds to Fill

Sean O'Shaughnessey on May 10th, 2016
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After beating expectations in its first two FY 2016 earnings reports,Microsoft’s [[MSFT]] multi-year turnaround seemed like it might finally have taken root. Unfortunately, its earnings miss last week came as a sharp rebuke to that idea, a fact not missed by investors. To chart its path into the post-PC world, Microsoft has placed aggressive bets […]

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Continue reading about Are Microsoft’s ($MSFT) Weakening Cloud Margins a Cause for Concern?

Sean O'Shaughnessey on January 5th, 2016
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Apple [[AAPL]] is known for brutal efficiency, regularly killing off features and products that no longer serve its purposes. So there is irony in the fact investors have taken a similarly ruthless view of Apple itself, penalizing the company heavily ahead of what is expected to be the slowest year on record for its key […]

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Continue reading about Apple Peeled: Getting Under the Skin of iPhone Worries

Sean O'Shaughnessey on April 25th, 2013
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I don’t try to predict why a stock is going up based on market conditions. That strategy is simply fraught with danger that I try to avoid. I frequently get emails, comments on my site, or Twitter questions regarding my opinion on a particular news story. The questioner is almost always asking for my opinion […]

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Continue reading about How to not invest like Jim Cramer

Sean O'Shaughnessey on March 8th, 2013
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CNET recently put out an article discussing the most profitable US corporations. The article shows that even with Apple’s disappointing quarter that caused a major drop in stock price, Apple is still had more income than anyone else. The issue is that the analysts thought that the results were going to be even better, so […]

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Continue reading about How badly did Apple ($AAPL) do? Evidently, pretty well

Sean O'Shaughnessey on January 17th, 2013
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Confident Investor comments: I realize a large number of people use and like Microsoft’s products but currently they are on a negative growth trajectory. This is a good example of not just buying the companies that make products you like. At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Continue reading about Microsoft Corporation ($MSFT) Confident Investor Rating: Poor

Sean O'Shaughnessey on November 26th, 2012
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If you are watching the news the last few weeks, you will have noticed that the current management team of Hewlett-Packard [[HPQ]] is practically accusing the Autonomy management of lying. H-P management is saying that Autonomy was not worth what it paid for the company but the fault lies with Autonomy and not with H-P. […]

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Continue reading about H-P ($HPQ) is an example of why you should be wary of acquisitions