Tag Archives: msft

Bond bubble? MSFT sells 5 yr bonds at < 1% yield

I’m not one of those bond bubble guys, mainly because I see eerie parallels between the Japanese experience and what the US is currently going through, but there is some crazy stuff going on in bond land. Late last week Microsoft (MSFT) sold 5 yr bonds at a yield of less than 1%, 0.993% to be exact. This set a record for the lowest yielding 5 yr corporate bond offering ever. The first thing I said to myself was ‘whoever is buying these bonds is nuts?’ Lets look at the details and see what simple alternatives an income investor has. … Continue reading

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Recent happenings in income land

I’m finally back from my exile in the woods. I would recommend the Gila National Forest in Southwestern New Mexico to anyone who wants a bit of peace and quiet. Now back to the business of income investing. There has been a lot going on in income investor land recently. Here are some of the items that caught my eye and what I think of them. Intel Q1 2011 earnings. Intel blew away earnings estimates in Q1. The corporate. server, and cloud computing markets are just going gangbusters, offsetting weak developed market PC demand. Although emerging market PC is doing … Continue reading

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INTC & MSFT options look attractive

Its been a while since I’ve talked about option selling as an income strategy. Actually, my first and only post on the topic was back in mid November of 2010. With the US stock market on a nice uptrend since that time and with volatility being low it hasn’t been a great time in general to sell options. The options yields, premiums as a % of stock price, just haven’t been that great. But all that seems to have changed this week. Lets see what opportunities selling options during these times gives the income investor. While there are opportunities to … Continue reading

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Intel (INTC), a dividend growth stock ripe for the picking?

Tech stocks, especially some of the big cap names, are transitioning to becoming great dividend stocks, in particular great dividend growth stocks. I’ve written about this rising trend previously (here). Also, I wrote about MSFT in particular, here, when it was at $24, although I didn’t think it was cheap enough (it now trades at $28). And even two tech stocks, Intel and MSFT, made my Christmas Wish List (here). Now, its time to write about Intel (INTC) some more. Intel reported Q4 2010 earnings last week and in short they were outstanding. 2010 will go down as Intel’s best … Continue reading

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Christmas wish list, part 2

Today we woke up to a cool rainy Florida winter day, a perfect time for me to reflect on the next 5 stocks on my Christmas wish list (part I here) with a nice cup of hot cocoa by my side. I’m going to keep the list to the top 10 lest I revert back to my childhood ways of writing Christmas wish lists that could have been classified as short stories. Here ya go: 6. PM, Philip Morris International: until not too long ago, part of Altria. It is the international tobacco leader and exposed to more growth than … Continue reading

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