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Strategies & Market Trends : Value Investing

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To: Kevyn Collins-Thompson who wrote (20697)	2/19/2005 2:29:06 PM
From: Spekulatius	Read Replies (1) of 78702

re MSFT kevin and Eric, I appreciate your opinion about MSFT. I am well aware that the high growth for MSFT is over. What i like about MSFT is that they managed the transistion from a growth to a mature company very well. Their cash flow is terrific, as is their balance sheet, stock options are reduced and accounted for, they pay a dividend and venture in new markets (web, video games) where they appear to gain traction over the long term. They have shown growth over the last 5 years in the single digits annually yet the stock hasn't appreciated which attracts me as a value investor. It may be that the elite goes to work at Google but I am just happy with owning a piece of a well run and transparent company.

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