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Strategies & Market Trends : Value Investing

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From: Paul Senior10/1/2012 5:31:31 PM
   of 78731
 
MSFT. I'll add a few shares to my position as stock falls below $30.

Google market cap exceeds MSFT's for the first time:
news.investors.com

MSFT has relatively low p/e. Perhaps that reflects declining (but still high) profit margins, declining (but still high roe), and maybe the market's perception that MSFT's not in vogue -- it's best days are behind it.
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