Archive | VideoRSS feed for this section
From Jeff Reeves at The Slant:
That’s because late Wednesday, IDC reported PC sales slid nearly 14% in the first quarter, well below the 7.7% decline that was expected and the worst drop since the firm began tracking the sector in 1994.
To add insult to injury, Microsoft was downgraded Thursday by Goldman Sachs(NYSE:GS), Normura and Hilliard Lyons. All cited the ugly IDC numbers.
So what’s going on? Can these companies — particularly Microsoft — evolve?
Charles Sizemore thinks so, based on hopes of getting Microsoft Office software on Apple and Android devices.
The tug-of-war between hardware and software always favored keeping Office native to the Microsoft Surface tablet. But that may be changing.
“It’s a bit of a game in that does Microsoft … minimize their plans to grow their tablet business by pushing Office onto their competitors, or do they hold out and see if they can generate margins?”
There’s also hope for the xBox business with innovative in-home entertainment options, Charles says.
Watch me give my thoughts on investing in the rise of the Echo Boomer generation on Fox Business:
Watch a (very) informal discussion of the Dow’s new all-time highs between InvestorPlace’s Jeff Reeves and Sizemore Capital’s Charles Sizemore:
Charles Sizemore is the Chief Investment Officer of Sizemore Capital Management, a registered investment advisor based in Dallas serving individual families and institutions. (Read More)
- Looking Beyond the 60/40 Portfolio in an Era of Low Returns June 15, 2016
- In Defense of Hedge Funds… June 14, 2016
- Apple STILL so cheap, it’s actually ridiculous… April 10, 2016
- Why Dividends Matter June 9, 2016
- Review: Quantitative Momentum November 23, 2016
- I Hate Paying Taxes April 16, 2016
- A Grumpy Old Man’s Guide to 401k Investing January 11, 2017