Microsoft: The Progression Of A Maturing Business

  • Everyone is well aware of Microsoft’s storied historical growth record, which provides a classic case to watch a company progress into the maturation phase.
  • As a result of this slower growth, one might be inclined to believe that an investment thesis today is “late to the party.”
  • While it is true that the dynamics and capital attention of the business have changed, this does not necessarily rule out the possibility for a reasonable investment.

Everyone is keenly aware of the $300+ billion dollar company that is Microsoft (MSFT). From the classic Windows and Office products to the latest Xbox and Skype, the business doesn’t exactly need an introduction. In fact, it’s quite likely that you are using or near a Microsoft product now; we used a couple just to get this article to you. So instead of providing a generic opening, we thought it might be interesting to highlight the company with some numbers.  There are 1.3 billion people that use Windows everyday and 1 in 7 of the world’s population use Office. Skype represents one third of the worldwide phone traffic and Outlook has 400 million users. Internet Explorer’s usage share is over 56%. In other words, large is a bit of an understatement. […]

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Chicago Bridge & Iron: A Solid Company With An “Out Of Whack” Dividend

By means of introduction, the Chicago Bridge & Iron Company (CBI) is an energy infrastructure firm and a major provider of government services. We’d give you three guesses as to where and how the company began, but we don’t believe you’d need that many: Chicago Bridge & Iron was founded in 1889 in Chicago, Illinois being initially involved in bridge design and construction. Since that time Chicago Bridge & Iron has expanded into one of the world’s largest engineering, procurement and construction companies focusing on the global energy industry – today employing about 55,000 people. […]

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