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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (29990)2/6/2008 11:19:20 AM
From: Paul Senior  Read Replies (3) of 78669
 
One stock I'm considering dumping is MSFT.

I'm not following the Yahoo deal closely. From what I see though and what little I understand, I don't see how MSFT stockholders benefit. MSFT's cash cushion goes away (which makes the stock less of a value proposition), and Yahoo doesn't to me seem like such a great growth story anyway, especially given its very high p/e already.

If one assumes the deal goes through, then arbs may be shorting MSFT and buying YHOO. So downward pressure on MSFT stock will continue. If one believes the deal won't be completed, then MSFT might rise if there are enough MSFT holders relieved that buying YHOO was a mistake (and shorts cover).

Anyone else here following MSFT with an opinion to offer?
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