http://bcove.me/wtg81yy5
Shareholder yield strategy. Microsoft - 7% yield (cash plus share buy back) + double digit growth rate. Microsoft entering a remarkable period. The financial fundamentals - very attractive.
Oracle has entered a mature phase. So big, needs to big give money back to shareholders. Good at integrating acquisitions. The will be giving a dividend. Needs to maintain low cost of capital so can continue acquiring firms. 6% shareholder total yield.
No comments:
Post a Comment