Canadian Finance, Economics and Fiscal Analysis
It is amazing how markets cycle from panic to mania so quickly. It is a lot quicker now than it was a decade ago – one theory is that this acceleration of sentiment is fueled by social media. I’ve been reading a bit more about perception and reality (e.g. ages ago, I linked to a … Continue reading “The push for yield at any cost – and a snippet on perception”
Anybody using Windows 8 should realize it is a disaster for Microsoft. Possibly even worse than Windows Vista. Just ask the question of whether you will be seeing corporate clients (the major money-makers for Microsoft) upgrading to the new operating system. The whole corporate strategy of Microsoft after they crushed IBM’s competitor, OS/2, has been … Continue reading “The end of Microsoft”
Kevin Graham writes about why he is long on Microsoft (Nasdaq: MSFT) despite quoting reviewers’ ominous warnings about the usability of the new Windows 8 interface. Certainly from historical financial measures, Microsoft is a cash machine and he does illustrate this. Does anybody remember the release of Office 2007, with its new ribbon interface? Here … Continue reading “Kevin Graham on Microsoft”
I am continuing to look at the US large cap sector, just for personal review rather than serious consideration. I am continued to be surprised by relatively good valuations, around the 10% yield levels. Most of these are in the first-generation “old-school” technology sector. Very well-known companies include the following, with some very anecdotal remarks … Continue reading “Quick review of some large cap technology stocks”