If I Could Buy Only 1 Stock, This Would Be It_老虎社区_美港股上老虎

If I Could Buy Only 1 Stock, This Would Be It

Motley Fool2021-09-30

Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks. Key Points Technology companies are increasingly benefiting ...

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Eded
·2021-09-30
Go for a certainty during such uncertainty
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1
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Khoo12
·2021-09-30
[Smile]
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1
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MightyPooP
·2021-09-30
Might be a safe place to park your money but don't expect exciting growth as it is a pretty matured stock.
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3
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- Eded:
  For such uncertainty
  2021-09-30
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Dazz
·2021-09-30
Hoping to jump on board but waiting for a lower entry price.
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4
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Yellow snake
·2021-09-30
Hahaha no. It's one of the worst stock. Poor past performance
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5
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- Disney168:
  Ok
  2021-09-30
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- Johnjohnn:
  Yep
  2021-09-30
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Skygeemusic
·2021-09-30
You need the capital first
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4
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- TJW1991:
  i
  2021-09-30
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Skygeemusic
·2021-09-30
You need the capital to invest significantly in stocks like Microsoft
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3
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Jahme
·2021-09-30
Good 👍
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2
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收起
- Jahme:
  [Great]
  2021-09-30
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Susan00
·2021-09-30
Ok
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2
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lowniu
·2021-09-30
Like please. Thx
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4
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- Susan00:
  Ok
  2021-09-30
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- Hummingbirdx:
  Waiting 270
  2021-09-30
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56a3dd2f
·2021-09-30
I will just buy and hold forever. The day I sell MSFT is the day I no longer use it's software.
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2
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- woonws:
  Haha very true
  2021-09-30
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- koolgal:
  You are absolutely right. MSFT is a great stock to hold long term. 👍😊
  2021-10-03
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SSVC
·2021-09-30
Yes Appreciate your comments and response Thanks
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2
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- HillaryV:
  Commented
  2021-09-30
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Jackosen
·2021-09-30
Buy
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2
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- DesmondAn:
  Nice
  2021-09-30
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iLexis
·2021-09-30
Thanks for the pov
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点赞
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R2D2
·2021-09-30
Had this stock.
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ARIESan
·2021-09-30
Yes buying good 👍
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1
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- HuatChua:
  Ok
  2021-09-30
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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MSFT","symbol_name":"微软","start_time":0,"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","article_id":"2171626987","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","pubTimestamp":1632964620,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"MSFT":"微软"},"translate_title":"如果我只能买一只股票，这就是它了","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":0.9},"content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":865669477,"gmtCreate":1632976593326,"gmtModify":1632976681414,"author":{"id":"3581980965309451","authorId":"3581980965309451","name":"Eded","avatar":"https://static.tigerbbs.com/41a629a3014601072ee8dc2d151d1796","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Go for a certainty during such uncertainty&nbsp;","listText":"Go for a certainty during such uncertainty&nbsp;","text":"Go for a certainty during such uncertainty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865669477","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865680015,"gmtCreate":1632975136768,"gmtModify":1632975137244,"author":{"id":"3564738902623228","authorId":"3564738902623228","name":"Khoo12","avatar":"https://static.tigerbbs.com/a1637796379aeed1538616117eb09330","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865680015","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865693714,"gmtCreate":1632972657403,"gmtModify":1632972658180,"author":{"id":"3575163551534398","authorId":"3575163551534398","name":"MightyPooP","avatar":"https://static.tigerbbs.com/aec66d00ca2b1f2b75412008d93edd14","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Might be a safe place to park your money but don't expect exciting growth as it is a pretty matured stock.&nbsp;","listText":"Might be a safe place to park your money but don't expect exciting growth as it is a pretty matured stock.&nbsp;","text":"Might be a safe place to park your money but don't expect exciting growth as it is a pretty matured stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865693714","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6046484,"gmtCreate":1632976556191,"gmtModify":1634725892081,"authorId":3581980965309451,"author":{"id":3581980965309451,"authorId":3581980965309451,"name":"Eded","avatar":"https://static.tigerbbs.com/41a629a3014601072ee8dc2d151d1796","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865693714,"type":1,"supId":0,"prevId":0,"content":"For such uncertainty","text":"For such uncertainty","html":"For such uncertainty"}],"langContent":"CN"},{"id":865829848,"gmtCreate":1632968390197,"gmtModify":1632968390197,"author":{"id":"3580043263355101","authorId":"3580043263355101","name":"Dazz","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Hoping to jump on board but waiting for a lower entry price.","listText":"Hoping to jump on board but waiting for a lower entry price.","text":"Hoping to jump on board but waiting for a lower entry price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865829848","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865866412,"gmtCreate":1632968033878,"gmtModify":1632968034081,"author":{"id":"4092344456540420","authorId":"4092344456540420","name":"Yellow snake","avatar":"https://static.tigerbbs.com/3f5b8f563b604b1b576408cd7b558b4c","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Hahaha no. It's one of the worst stock. Poor past performance","listText":"Hahaha no. It's one of the worst stock. Poor past performance","text":"Hahaha no. It's one of the worst stock. Poor past performance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865866412","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6045130,"gmtCreate":1632968292658,"gmtModify":1634726000506,"authorId":3581483862047878,"author":{"id":3581483862047878,"authorId":3581483862047878,"name":"Disney168","avatar":"https://static.tigerbbs.com/2306a5f8d24ebd89f88132c5a8f1eeec","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865866412,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6047061,"gmtCreate":1632981665416,"gmtModify":1634725843253,"authorId":3576491127300046,"author":{"id":3576491127300046,"authorId":3576491127300046,"name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865866412,"type":1,"supId":0,"prevId":0,"content":"Yep","text":"Yep","html":"Yep"}],"langContent":"CN"},{"id":865868355,"gmtCreate":1632967919096,"gmtModify":1632967959990,"author":{"id":"3581586064432892","authorId":"3581586064432892","name":"Skygeemusic","avatar":"https://static.tigerbbs.com/3f99d0ab8a8308e7405bd556cee37483","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"You need the capital first&nbsp;","listText":"You need the capital first&nbsp;","text":"You need the capital first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865868355","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6046659,"gmtCreate":1632978142310,"gmtModify":1634725877568,"authorId":3578904826776116,"author":{"id":3578904826776116,"authorId":3578904826776116,"name":"TJW1991","avatar":"https://static.tigerbbs.com/c1d13fbb3feb6459408472fb351d6fe0","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865868355,"type":1,"supId":0,"prevId":0,"content":"i","text":"i","html":"i"}],"langContent":"CN"},{"id":865861716,"gmtCreate":1632967895617,"gmtModify":1632968056906,"author":{"id":"3581586064432892","authorId":"3581586064432892","name":"Skygeemusic","avatar":"https://static.tigerbbs.com/3f99d0ab8a8308e7405bd556cee37483","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"You need the capital to invest significantly in stocks like Microsoft&nbsp;","listText":"You need the capital to invest significantly in stocks like Microsoft&nbsp;","text":"You need the capital to invest significantly in stocks like Microsoft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865861716","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865885480,"gmtCreate":1632967504344,"gmtModify":1632967540270,"author":{"id":"3577502940596690","authorId":"3577502940596690","name":"Jahme","avatar":"https://static.tigerbbs.com/d07b4bec5131f225dae7aadbfebc0c02","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good 👍&nbsp;","listText":"Good 👍&nbsp;","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865885480","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6044910,"gmtCreate":1632967524720,"gmtModify":1634726021026,"authorId":3577502940596690,"author":{"id":3577502940596690,"authorId":3577502940596690,"name":"Jahme","avatar":"https://static.tigerbbs.com/d07b4bec5131f225dae7aadbfebc0c02","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865885480,"type":1,"supId":0,"prevId":0,"content":"[Great]","text":"[Great]","html":"[Great]"}],"langContent":"CN"},{"id":865881406,"gmtCreate":1632967294819,"gmtModify":1632967338767,"author":{"id":"3579914987797156","authorId":"3579914987797156","name":"Susan00","avatar":"https://static.tigerbbs.com/e9593f92fe85142fbcb895d4e8cf421f","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865881406","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865814044,"gmtCreate":1632967007513,"gmtModify":1632967007804,"author":{"id":"3581809688048652","authorId":"3581809688048652","name":"lowniu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like please. Thx&nbsp;","listText":"Like please. Thx&nbsp;","text":"Like please. Thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865814044","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6044807,"gmtCreate":1632967291021,"gmtModify":1634726030444,"authorId":3579914987797156,"author":{"id":3579914987797156,"authorId":3579914987797156,"name":"Susan00","avatar":"https://static.tigerbbs.com/e9593f92fe85142fbcb895d4e8cf421f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865814044,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6045074,"gmtCreate":1632968045374,"gmtModify":1634726006086,"authorId":3567304065816260,"author":{"id":3567304065816260,"authorId":3567304065816260,"name":"Hummingbirdx","avatar":"https://static.tigerbbs.com/b2d8698b44a47ad1c03956599c95db85","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865814044,"type":1,"supId":0,"prevId":0,"content":"Waiting 270","text":"Waiting 270","html":"Waiting 270"}],"langContent":"CN"},{"id":865834956,"gmtCreate":1632966366487,"gmtModify":1632968008973,"author":{"id":"3563664364598207","authorId":"3563664364598207","name":"56a3dd2f","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"I will just buy and hold forever. The day I sell MSFT is the day I no longer use it's software.","listText":"I will just buy and hold forever. The day I sell MSFT is the day I no longer use it's software.","text":"I will just buy and hold forever. The day I sell MSFT is the day I no longer use it's software.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865834956","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6045525,"gmtCreate":1632970821050,"gmtModify":1634725967948,"authorId":3581999478634265,"author":{"id":3581999478634265,"authorId":3581999478634265,"name":"woonws","avatar":"https://static.tigerbbs.com/f26ed1a10ee84ab97229aad191ef3133","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865834956,"type":1,"supId":0,"prevId":0,"content":"Haha very <u>true</u>","text":"Haha very <u>true</u>","html":"Haha very <u>true</u>"},{"id":6075513,"gmtCreate":1633230286493,"gmtModify":1633230286493,"authorId":3559581955535845,"author":{"id":3559581955535845,"authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865834956,"type":1,"supId":0,"prevId":0,"content":"You are absolutely right.&nbsp; MSFT is a great stock to hold long term. 👍😊","text":"You are absolutely right.&nbsp; MSFT is a great stock to hold long term. 👍😊","html":"You are absolutely right.&nbsp; MSFT is a great stock to hold long term. 👍😊"}],"langContent":"CN"},{"id":865831280,"gmtCreate":1632966047065,"gmtModify":1632966065522,"author":{"id":"3574906731000207","authorId":"3574906731000207","name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Yes Appreciate your comments and response Thanks&nbsp;","listText":"Yes Appreciate your comments and response Thanks&nbsp;","text":"Yes Appreciate your comments and response Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865831280","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6044662,"gmtCreate":1632966724952,"gmtModify":1634726044195,"authorId":3566190997597521,"author":{"id":3566190997597521,"authorId":3566190997597521,"name":"HillaryV","avatar":"https://static.tigerbbs.com/a5e41a8432102fa946fee83eeb1384d7","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865831280,"type":1,"supId":0,"prevId":0,"content":"Commented","text":"Commented","html":"Commented"}],"langContent":"CN"},{"id":865839161,"gmtCreate":1632965935001,"gmtModify":1632965935277,"author":{"id":"3581544848503089","authorId":"3581544848503089","name":"Jackosen","avatar":"https://static.tigerbbs.com/89f363319ae263a7271cb94a537d8d68","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865839161","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6044647,"gmtCreate":1632966634825,"gmtModify":1634726045720,"authorId":3581728985872006,"author":{"id":3581728985872006,"authorId":3581728985872006,"name":"DesmondAn","avatar":"https://static.tigerbbs.com/9ac9e35f00f5ca8ebeca124189b27c86","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865839161,"type":1,"supId":0,"prevId":0,"content":"Nice","text":"Nice","html":"Nice"}],"langContent":"CN"},{"id":865891703,"gmtCreate":1632965477493,"gmtModify":1632965527600,"author":{"id":"3582605704490742","authorId":"3582605704490742","name":"iLexis","avatar":"https://static.tigerbbs.com/af5797e6cbdb36917e47a3e7dea8eff2","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Thanks for the pov","listText":"Thanks for the pov","text":"Thanks for the pov","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865891703","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865891602,"gmtCreate":1632965463016,"gmtModify":1632965525499,"author":{"id":"3577945319352371","authorId":"3577945319352371","name":"R2D2","avatar":"https://static.tigerbbs.com/0b82ed09a21fdbec2d56ea0aca3b5342","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Had this stock.","listText":"Had this stock.","text":"Had this stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865891602","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":865805015,"gmtCreate":1632965073904,"gmtModify":1632965074973,"author":{"id":"4087545408973980","authorId":"4087545408973980","name":"ARIESan","avatar":"https://static.tigerbbs.com/ab7b9364a4791173d66fbb5fda8ef925","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Yes buying good 👍&nbsp;","listText":"Yes buying good 👍&nbsp;","text":"Yes buying good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865805015","repostId":2171626987,"repostType":4,"repost":{"id":"2171626987","pubTimestamp":1632964620,"share":"https://www.laohu8.com/m/news/2171626987?lang=&edition=full","pubTime":"2021-09-30 09:17","market":"us","language":"en","title":"If I Could Buy Only 1 Stock, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2171626987","media":"Motley Fool","summary":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.","content":"<blockquote>\n <b>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Technology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.</li>\n <li>Microsoft's revenue streams are far more diversified than most investors may realize.</li>\n <li>The analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.</li>\n</ul>\n<p>It's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just <a href=\"https://laohu8.com/S/AONE.U\">one</a> pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.</p>\n<p>There are a few companies out there of this ilk though, and my favorite all-weather name among them is<b> Microsoft</b> (NASDAQ:MSFT).</p>\n<p>Surprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.</p>\n<h3>Several ways to make money, and they all work</h3>\n<p>Its roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.</p>\n<p>The graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.</p>\n<p><img src=\"https://static.tigerbbs.com/6dc5da28f57d0e1ea35fcc3088e841f4\" tg-width=\"700\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Microsoft. Chart by author.</p>\n<p>And this image still doesn't quite do the bullish thesis its full justice.</p>\n<p>Within the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.</p>\n<p>And don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.</p>\n<p><img src=\"https://static.tigerbbs.com/9301e6d5d0a8701d14e0f3fac4791232\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Bolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.</p>\n<p>While the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.</p>\n<h3>Look for more growth from Microsoft</h3>\n<p>The end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This <i>isn't</i> the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.</p>\n<p>As evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.</p>\n<p><img src=\"https://static.tigerbbs.com/955d70dda02a3bba74fa5668c2b6e732\" tg-width=\"700\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>Data source: Thomson Reuters. Chart by author.</p>\n<p>Bottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock, This Would Be It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Could Buy Only 1 Stock, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/09/29/if-i-could-buy-only-1-stock-this-would-be-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171626987","content_text":"Taking away the option to diversify changes what matters most, but it's still possible to find great all-purpose and all-weather picks.\n\nKey Points\n\nTechnology companies are increasingly benefiting from subscription-based revenue, which is more reliable and predictable.\nMicrosoft's revenue streams are far more diversified than most investors may realize.\nThe analyst community believes Microsoft's offering and portfolio will translate into revenue growth going forward as well as it has in the recent past.\n\nIt's easy to suggest individual stocks to a crowd of investors knowing those names will only make up part of their diversified portfolios. However, things change when an investor (including myself) is limited to just one pick. That single stock has to check off a lot of boxes, the most important of which are balancing reliability, longevity, and above-average growth. That's a pretty tall order these days.\nThere are a few companies out there of this ilk though, and my favorite all-weather name among them is Microsoft (NASDAQ:MSFT).\nSurprised? I get it. The company is seemingly dependent on just one highly competitive and often-cyclical technology business -- software, and its Windows operating systems in particular. The stock's also uncomfortably expensive right now, valued at more than 33 times this year's projected profits and more than 29 times next year's earnings estimates.. With a closer look though, you'll find that Microsoft is so much more than just Windows, and that this stock easily justifies its premium price.\nSeveral ways to make money, and they all work\nIts roots may have been in software sales. But, don't think for a minute this company hasn't evolved into an organization relevant to all of today's most important markets.\nThe graphic below tells the tale, depicting recently ended fiscal 2021's results. No single business unit accounts for more than about one-third of Microsoft's revenue or profits. Indeed, the company's top and bottom lines are amazingly well distributed across all three of its key operating segments.\n\nData source: Microsoft. Chart by author.\nAnd this image still doesn't quite do the bullish thesis its full justice.\nWithin the Productivity and Business Processes arm you'll find commercial and consumer office productivity software revenue -- think \"Office\" software suites -- as well as LinkedIn. The Intelligent Cloud unit not only offers products needed to power servers, but it also includes Azure software that allows cloud computing managers to interface with their hardware. More Personal Computing covers everything from the aforementioned Windows operating system to video gaming to laptops like the Surface. All told, Microsoft manages 14 distinctly different businesses. That gives the company plenty of opportunities to sell something to somebody at any given time, smoothing out any temporary headwinds faced by any one of its units.\nAnd don't look past the fact that Microsoft already enjoys a commanding control of the computer operating system market; GlobalStats' statcounter indicates that Windows is installed on 76% of the world's desktops and laptops. Already the centerpiece of most corporate and consumer computing environments, Microsoft is not only positioned as a gatekeeper, but a go-to app and software vendor. This positioning helps the company maintain its leading market share, as does the world's familiarity with Windows itself.\n\nImage source: Getty Images.\nBolstering the bullish agreement here is the less appreciated factoid that much of this revenue is the result of subscriptions to services like Xbox Game Pass, Office 365, and Azure.\nWhile the company itself isn't terribly forthcoming with the specifics, Microsoft confirmed during its most recent earnings call that its commercial (non-consumer) businesses are sitting on $141 billion worth of \"remaining performance obligations,\" up 32% year over year. That just means these clients have already agreed to purchase services, but the company can't yet book that revenue since the service itself has yet to be delivered. For perspective, Microsoft did $168.1 billion worth of business during fiscal 2021.\nLook for more growth from Microsoft\nThe end result of all these dynamics is a company that's been growing reliably in a variety of ways for a variety of reasons. This isn't the proverbial one-trick pony it was 25 years ago, when Windows was at the core of everything the company did and one-time sales of software were the norm.\nAs evidence of how brilliant this evolution has been, one only has to look at the company's past and projected fiscals. The analyst community is calling for revenue growth of 14% this year and nearly 13% next year, matched by comparable per-share earnings growth for the two-year stretch... and why not? We've lived without the cloud, mobile computing, and high-performance video games before; but, now that the world has gotten used to having all of these tech-based offerings around, people aren't apt to regress now.\n\nData source: Thomson Reuters. Chart by author.\nBottom line? The dots aren't too terribly tough to connect. While Microsoft faces competition on all fronts, somehow it still seems to be operating with a wide moat that keeps those competitors in check.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6044305,"gmtCreate":1632965183972,"gmtModify":1634726078159,"authorId":3564918603854212,"author":{"id":3564918603854212,"authorId":3564918603854212,"name":"HuatChua","avatar":"https://static.tigerbbs.com/1424ff87d3006b7073a3256dac68f9ef","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865805015,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":89,"commentSize":16,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}