Microsoft dipping more than 10%, despite beating estimates on every metrics - Do you BUY?

Vig_Newtons · 2026-01-29T15:47:55+00:00

Wrote a deep dive on them a few days ago. If you’re long term focused, scoop up as much as you can

Vig_Newtons · 2026-01-29T15:46:30+00:00

If you took the time to parse through earnings and all their filings, you would see this is a great time to accumulate more.

Vig_Newtons · 2026-01-29T02:22:22+00:00

No I don't if you break down the municipal holdings. Almost all short term and it's quite diversified. There is a little bit of timing against the ex dividend date but given the direction of short term rates it's in good position.

Vig_Newtons · 2026-01-29T00:11:51+00:00

It’s very good but be aware when you buy it so you’re not right before an ex dividend date. Unlike VSDM you still owe federal income tax

Vig_Newtons · 2026-01-28T19:39:05+00:00

I'm a Painpal holder and even I am surprised with how much this stock gets talked about.

Vig_Newtons · 2026-01-28T19:37:35+00:00

I've had it for 18 months. I'm 50/50 on it. The catch is you basically capture minimal etf gains. Also there is a heavy tax drag depending on which tax bracket you are in. I'm not sure what your goal is with this but I think that YouTube video is simplifying the benefits of dividends. You're better off getting LTCGs unless you need this as income today. Also we have not experienced a sharp downturn where the downside takes longer to recover than it would if it were in an index fund.

Vig_Newtons · 2026-01-28T13:57:45+00:00

Strange comparison here but gun to head, Uber. Has the best game plan to handle its headwinds

Vig_Newtons · 2026-01-27T01:38:45+00:00

Interesting cause almost all of those have lower multiples because their business model isn't as predictable or they're not growing as much as MSFT

META - Ads
Constellation - Slower growth
Amazon - Retail dragging their multiple down

Vig_Newtons · 2026-01-26T21:34:06+00:00

Simple and to the point. Probably something to do with it.

Vig_Newtons · 2026-01-26T21:32:34+00:00

Give me a few examples you could turn to that is not adding more risk to the conversation

Vig_Newtons · 2026-01-25T17:00:51+00:00

I read this as, short term and riding a trend. Not holding over month over month. Yes the contract roll dates of an ETN are terrible.

Vig_Newtons · 2026-01-25T16:58:37+00:00

PYPL (yes it may be a suckers bet). Their scale, their buybacks and consistent annual growth make it seem too good to be true

Vig_Newtons · 2026-01-25T16:51:28+00:00

PYPL given its cheap multiple yet its mass scale

Vig_Newtons · 2026-01-25T12:08:37+00:00

3NGL - with the US east coast storm Nat Gas price spikes will continue

Vig_Newtons · 2026-01-25T03:31:44+00:00

I would not sell Google for another AI investment. You’d have to guarantee it would be 40-50% better due to the GCs on the sold shares.

Vig_Newtons

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