Buffett Author And Investment Manager Hagstrom Likes Microsoft For Its Growth Potential

Key points from Robert Hagstrom, author of The Warren Buffett Way:

  • Market is discounting zero growth going forward on Microsoft (MSFT).
  • Growth will be slow relative to its past, but it is growing and thus undervalued.
  • Expects good news on new products out of Microsoft this year.
  • Low downside risk on Microsoft, which makes it especially attractive.
  • Fifth largest holding for Microsoft.
  • Doesn’t own any banks, he thinks they are undervalued though and should be trading at book value.
  • His concern with banking sector is growth going forward.

H/T: Canadian Value

About the Author

Sheeraz Raza
Sheeraz is our COO (Chief - Operations), his primary duty is curating and editing of ValueWalk. He is main reason behind the rapid growth of the business. Sheeraz previously ran a taxation firm. He is an expert in technology, he has over 5.5 years of design, development and roll-out experience for SEO and SEM. - Email: sraza(at)valuewalk.com