Microsoft

April 28, 2020
Blog , The Trusted Navigator - Bernhard Koepp
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A Day in the Life of Social Distancing – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence, describes a typical day in the life of social distancing to illustrate what companies are open for business during the economic shutdown and will emerge stronger after the crisis....

December 9, 2019
Blog , The Portfolio Strategist - Terry Gardner
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C.J. Lawrence Weekly – The Crowd May Be Right

As our Sector Shifts table demonstrates, the Technology and Consumer Discretionary (dominated by Amazon.com) stocks gained meaningful market share from 2010 to 2017, and along with the new Communications Services stocks, have driven market performance since being reconstituted in mid-2018. ...

October 28, 2019
Blog , The Portfolio Strategist - Terry Gardner
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C.J. Lawrence Weekly – The Slide in Business Spending Growth May Be Bottoming

Microsoft’s strong quarterly earnings report and related commentary regarding IT spending were well received by the equity markets last week. The company posted quarterly financial results that exceeded analyst expectations. But perhaps what captivated the broader market’s attention ...

January 28, 2019
Blog , The Portfolio Strategist - Terry Gardner
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C.J. Lawrence Weekly – Revenue Growers Stand Out

Double digit revenue growth has become a market rarity and is impressive in any cycle. As companies report results and adjust forecasts, increased attention should be paid to companies with attractive top-line growth profiles, expanding market share, and strong competitive positions. ...

October 29, 2018
Blog , The Portfolio Strategist - Terry Gardner
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C.J. Lawrence Weekly – Innovation on Sale

The recent market downdraft may be creating opportunities for active managers and investors to buy industry leaders and innovators at attractive prices. In April of this year, we authored a note titled Innovation at a Reasonable Price, which highlighted increasing rates of research and development ...

April 23, 2018
Blog , The Portfolio Strategist - Terry Gardner
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C. J. Lawrence Weekly – Innovation at a Reasonable Price…IRP Investing

The largest R&D spenders generate substantial cash flow that helps fund innovation, and several trade at what we view as reasonable valuations. That is a desirable combination. We call it Innovation at a Reasonable Price (IRP) investing. Facebook is leading the charge in artificial intelligence t...

April 17, 2018
Blog , The Trusted Navigator - Bernhard Koepp
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Regs vs Tech: Then and Now…Lessons from the Past

One thing we have become accustomed to over the years is the fact that dominant companies, which we call Bulldogs at C.J. Lawrence, tend to get sued or attract regulatory scrutiny precisely because they are so successful....

April 16, 2018
Blog , The Portfolio Strategist - Terry Gardner
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C. J. Lawrence Weekly – Cash Flow on the Rise

A once highly anticipated technology sales pipeline report was released on Wednesday with little fanfare. The IDC report serves as a reminder that solid core franchises, even ones that no longer grow, can generate meaningful cash flow to support growth businesses, and creates optionality for corpora...

January 16, 2018
Blog , The Portfolio Strategist - Terry Gardner
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C.J. Lawrence Weekly – Want Blockchain Exposure? Buy a Basket “OF MAGIC”

There will no doubt be “moon shot” start-ups and disruptors that make their founders and owners rich. But for investors seeking a lower risk approach to participation in the new paradigm of blockchain technology, we suggest establishing a basket “OF MAGIC” (Oracle, Facebook, Microsoft, Accen...

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