Friday, November 23, 2018

MSFT passes AAPL

What is everyone’s thoughts on MSFT closing today as the largest company by market cap?

I find it interesting that MSFT has about the same dividend yield (approx 1.7%) as AAPL but over twice the payout ratio (44% to 21%), and AAPL has the larger dividend growth YoY. Add in the facts that AAPL net profit is $40B more than MSFT and crushes MSFT on almost all financial metrics, it makes me think the market has either priced MSFT too high or AAPL too low at the moment.

I’ve wrote options to have AAPL placed to me at $170 and feeling really good about it. Anyone else playing with me? Against me?



Submitted November 23, 2018 at 10:39PM by CanesKush https://ift.tt/2QfYg7T

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