A Stock We'd Consider Buying [In 6 Years]

26/12/2023 16 min

Listen "A Stock We'd Consider Buying [In 6 Years]"

Episode Synopsis


Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/VGUytXkbnYo.


Do you know what Microsoft actually does? We didn't, and most MSFT investors probably don't, so we dug into their latest annual report and pulled it out for you. Cloud computing and cybersecurity are the fastest growing segments for Microsoft, a company that's on its way to becoming a dividend champion with an 18-year dividend growth rate of 12%. We don't invest in dividend stocks until they achieve the coveted dividend champion status, and Microsoft isn't that far away. By then Microsoft's OpenAI powers should have sufficiently helped the grow revenues even faster and perhaps even increase those extremely fat gross margins of over 70%. Going into 2024 Microsoft is looking great, just remember that their stock price performance depends on other factors than just what's happening within the company. Hopefully, we see MSFT dip so that yield can actually breach the 1% mark.