MSFT – Page 7 – Smarter Investing

Sizemore on CNBC, not making any friends in Mountain View.

Microsoft will eventually ‘crush Google’ in smartphones – Charles Sizemore

Microsoft still makes $17 billion in annual profits, way higher than anybody in technology industry other than Apple.

Expect Steve Ballmer to step down at Microsoft next year.

A sales slide and NRA criticism present challenges for the video game industry.

The launch of the Surface hasn't wowed consumers, but Microsoft is still a winner.

I'm cautious now, but next year I will be looking at tech and energy stocks.

In the past year, the combined net profit of Microsoft, Google, eBay, Yahoo, Facebook and Amazon was $7 billion less than Apple's.

The Sustained Momentum model is performing well vs. the S&P 500 Index.

Microsoft is a category killer and boasts a nice dividend.

Beware of the big brand names in tech stocks. They're performance laggards.

Value investing is about discovering opportunities. Dell is good example.

There's no next-big thing right now. But there are plenty of investment opportunities.