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+--- Thread: MSFT (/showthread.php?tid=190)
MSFT - EricL - 09-17-2013
Announced dividend increase and renewal of a huge stock buyback program.
http://seekingalpha.com/news-article/7601042-microsoft-announces-quarterly-dividend-increase-and-share-repurchase-program
22% dividend increase from $0.23 to $0.28 and $40B buyback.
Should be good for a little pop today I'd think.
RE: MSFT - ChadR - 09-17-2013
Great news. Didn't predict the raise being this high. I figured they would extend/renew the dividend buyback program since it was about to expire.
RE: MSFT - EricL - 10-24-2013
Looks like the market is liking Microsoft's earnings.
http://blogs.barrons.com/techtraderdaily/2013/10/24/microsoft-jumps-on-q4-eps-revenue-beat/?mod=yahoobarrons&ru=yahoo
Up about 6% after hours.
Long here.
RE: MSFT - TomK - 10-24-2013
I don't own any MSFT, and am shy about tech generally, but some of the discussions here lately have had me reconsidering that. I was giving MSFT a high-level look earlier today, in fact. Guess I should have moved quicker!
RE: MSFT - EricL - 10-24-2013
(10-24-2013, 03:52 PM)TomK Wrote: I don't own any MSFT, and am shy about tech generally, but some of the discussions here lately have had me reconsidering that. I was giving MSFT a high-level look earlier today, in fact. Guess I should have moved quicker!
You still get a yield over 3%, a PE around 13 and double digit earnings and dividend growth.
Its not too late.
RE: MSFT - fiveoh - 10-24-2013
Liking it. Although I think it will drop to a 2-3% gain in reg trading tomorrow. Still a good quarter for MSFT. long MSFT as well.
RE: MSFT - rapidacid - 10-23-2014
Huge quarter for MSFT
Quote:The tech firm handed in earnings of 54 cents per share on revenue of $23.20 billion, beating Wall Street estimates of 49 cents per share on revenue of $22.02 billion, according to a consensus estimate from Thomson Reuters.
The company's devices and consumer revenue grew 47 percent to $10.96 billion, beating forecasts of $10.07 billion, according to StreetAccount.
Computing and gaming hardware sales increased by $1 billion or 74 percent, while phone hardware revenue exceeded $2.6 billion, versus StreetAccount expectations of $2.12 billion.
Commercial revenue totaled $12.28 billion, also topping estimates, with gains of about 10 percent. Its lower-margin commercial cloud business grew some 128 percent.
Investors cheered the upbeat results and the stock rose about 4 percent in after-hours trading.
RE: MSFT - rapidacid - 10-24-2014
As of 6/30/2014 MSFT had $35.1B still available out of its $40.0B share repurchase program.
They've decreased shared count by nearly 24% since 2004. $35B would decrease share count another ~9% at current prices.
RE: MSFT - DividendDragon - 01-28-2015
http://seekingalpha.com/article/2855886-microsoft-is-a-fantastic-business-on-sale-be-grateful-for-the-9-percent-decline-after-earnings
Very good article
RE: MSFT - EricL - 09-15-2016
According to my previous dividend announcement spreadsheet, MSFT is set to announce a new dividend either today or tomorrow.
My prediction is an 11.1% increase to $1.60, which would be a ~50% payout ratio on expected 2017 EPS of $3.22 and would give a forward yield of 2.8%.
Anyone else care to make a prediction?
RE: MSFT - ChadR - 09-15-2016
Being that I like round numbers I would predict $1.60, but to have something different I'll go with $1.59. Really hope you're right Eric.
RE: MSFT - Rasec - 09-15-2016
I don't know, what I know is that I should have jumped in when they announced the Linkedin deal, it was a good time to get in. That was about the same time I got into Apple which is proving to not be a bad bet either.