Microsoft is a core holding in our international equity’s strategy, held since 2020, and we continue to believe this well diversified, relatively conservative play on technology represents exceptional value into this recent decline. Earnings are expected to grow at an average growth rate of ~14% for the next 3-years trading on an Est PE of 26x, over 10% below historical multiples.
- If we were starting an international portfolio today, MSFT US would be our first addition!
MM is bullish MSFT US ~$US380
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