MSFT - Microsoft Corp.

Business Predictability: What is this? | Higher Ranked Competitors

Currently /5

Business Predictability Rank: 4-Star

Back Testing (Jan. 1998 - Aug. 2008) Results:

Average gain of all 4-Star stocks: 9.8%/year.
% of Stocks that are in still loss if held for 10yrs: 8%.

Top Ranked Predictable Companies & What is Predictability Rank?

P/E: (before NRI)	18.3	Lower P/E: ORCL (15.9), SYMC (12.9), CA (13.9), BMC (17.5),
Price/Book:	6.4	Lower P/B: ORCL (4.2), SAP (5.2), ADBE (4), SYMC (3.4),
Price/Sales:	4.5	Lower P/S: SAP (3.4), SYMC (2.4), CA (2.7), INTU (3),
Net Margin:	24.46%	Higher Margin: PRLS (91.89%), EBIX (40.03%), CHKP (38.45%),
Yield:	1.8%	Higher Yield: FORTY (16.3%), AMSWA (5.9%), NTIOF.PK (4.35%), OPNT (3.5%),
Market Cap:	$264.5 Bil	EPS: (before NRI)	$1.62	Shares Outstanding:	8928.11 Mil

Software COMPARE: NOVL, GOOG, HPQ, IBM

Microsoft develops, manufactures, licenses, and supports a wide range more

Gurus Trades with MSFT: Exclude other managers

Click to exclude managers not in the List of Gurus.

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Ticker	Company	Picked By	Date (?)	Action	Impact to Portfolio (?)	Price Range (Average)* (?)	Current Price	Change from Average	Comment	Current Shares
MSFT	Microsof...	Mark Hillman	2009-06-30	Add (history)	0.57%	$18.97 - $23.94 ($20.9)	$ 29.62	42%	Add 12.54%	788,850
MSFT	Microsof...	Tom Gayner	2009-06-30	Buy	0.07%	$18.97 - $23.94 ($20.9)	$ 29.62	42%	New holding, 32690 sh.	32,690
MSFT	Microsof...	John Griffin	2009-06-30	Reduce (history)	--2.87%	$19.08 - $24.07 ($21)	$ 29.62	41%	Reduce -64.44%	7,365,000
MSFT	Microsof...	George Soros	2009-06-30	Add (history)	0.21%	$19.08 - $24.07 ($21)	$ 29.62	41%	Add 273.81%	321,660
MSFT	Microsof...	Robert Olstein	2009-06-30	Reduce (history)	--0.98%	$19.08 - $24.07 ($21)	$ 29.62	41%	Reduce -30.47%	633,600
MSFT	Microsof...	Richard Perry	2009-06-30	Add (history)	0.7%	$19.08 - $24.07 ($21)	$ 29.62	41%	Add 36.36%	1,500,000
MSFT	Microsof...	Sarah Ketterer	2009-06-30	Add (history)	0.12%	$19.08 - $24.07 ($21)	$ 29.62	41%	Add 15.28%	27,157
MSFT	Microsof...	PRIMECAP Management	2009-06-30	Add (history)	0.1%	$19.08 - $24.07 ($21)	$ 29.62	41%	Add 4.43%	45,941,190
MSFT	Microsof...	Dodge & Cox	2009-06-30	Reduce (history)		$19.08 - $24.07 ($21)	$ 29.62	41%	Reduce -22.77%	19,670
MSFT	Microsof...	Chris Davis	2009-06-30	Add (history)	0.25%	$19.08 - $24.07 ($21)	$ 29.62	41%	Add 11.41%	53,976,445
Real Time Picks are included for Premium Members only!!

*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

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MSFT is held by these Gurus: Exclude other managers

Click to exclude managers not in the List of Gurus.

Ticker	Guru Name	Portfolio Date*	Current Shares	% of Shares Outstanding	% of Total Assets Managed	Change from Last Holdings
MSFT	Lee Ainslie	2009-09-30	4634257	0.05	1.43	New
MSFT	Richard Snow	2009-09-30	40165	0	0.04	New
MSFT	David Einhorn	2009-09-30	3400000	0.04	3.39	240%
MSFT	Donald Yacktman	2009-09-30	4655175	0.05	6.98	40.64%
MSFT	Tom Gayner	2009-09-30	42690	0	0.08	30.59%
MSFT	John Hussman	2009-09-30	3000000	0.03	1.45	20%
MSFT	Ron Baron	2009-09-30	312000	0	0.06	15.13%
MSFT	Jean-Marie Eveillard	2009-09-30	13753907	0.15	3.31	5.65%
MSFT	PRIMECAP Management	2009-09-30	46552290	0.52	2.12	1.33%
MSFT	Kenneth Fisher	2009-09-30	18777600	0.21	1.62	0.01%
MSFT	Ronald Muhlenkamp	2009-09-30	13435	0	0.05	0%
MSFT	John Griffin	2009-09-30	7365000	0.08	4.29	0%
MSFT	Dodge & Cox	2009-09-30	19670	0	0	0%
MSFT	Wallace Weitz	2009-09-30	2550220	0.03	3.96	-0.14%
MSFT	George Soros	2009-09-30	320378	0	0.19	-0.4%
MSFT	NWQ Managers	2009-09-30	21309629	0.24	3.18	-1.04%
MSFT	Brian Rogers	2009-09-30	9121900	0.1	1.5	-1.08%
MSFT	Richard Pzena	2009-09-30	9824130	0.11	2.43	-1.84%
MSFT	Robert Olstein	2009-09-30	611000	0.01	2.95	-3.57%
MSFT	Arnold Van Den Berg	2009-09-30	5059724	0.06	8.75	-4.06%
MSFT	Charles Brandes	2009-09-30	20319981	0.23	2.45	-4.88%
MSFT	David Dreman	2009-09-30	541332	0.01	0.36	-6.33%
MSFT	Ruane Cunniff	2009-09-30	79607	0	0.03	-8.01%
MSFT	HOTCHKIS & WILEY	2009-09-30	12434864	0.14	2.24	-21.91%
MSFT	Richard Perry	2009-09-30	0	0	0	Sold Out
MSFT	Bill Nygren	2009-06-30	2600000	0.03	2.4	62.5%
MSFT	Sarah Ketterer	2009-06-30	27157	0	0.9	15.28%
MSFT	Mark Hillman	2009-06-30	788850	0.01	5.08	12.54%
MSFT	Chris Davis	2009-06-30	53976445	0.6	2.48	11.41%
Most recent portfolio changes are included for Premium Members only!

MSFT: Insider Buys/Sells (?)

Click Here for All Insider Trades.

Insider	Position	Date	Trades	Shares	Trade Price ($)	Change (%)
Ozzie Raymond E	Chief Software Architect	2009-11-18	Sell	40000	$30	-1.27
MUGLIA ROBERT L	Senior Vice President	2009-11-18	Sell	922422	$30	-1.27
MUNDIE CRAIG J	Chief ResearchStrategy Officer	2009-11-17	Sell	367000	$30	-1.27
GATES WILLIAM H III	Director	2009-11-09	Sell	3000000	$28.72	3.13
GATES WILLIAM H III	Director	2009-11-06	Sell	2000000	$28.47	4.04
MUGLIA ROBERT L	Senior Vice President	2009-11-05	Sell	14793	$28.66	3.35
GATES WILLIAM H III	Director	2009-11-05	Sell	2000000	$28.63	3.46
GATES WILLIAM H III	Director	2009-11-04	Sell	3000000	$28.13	5.3
Ozzie Raymond E	Chief Software Architect	2009-11-04	Sell	120000	$28	5.79
GATES WILLIAM H III	Director	2009-11-03	Sell	1000000	$27.59	7.36

Quarterly/Annual Reports:

MSFT: 10-Q - MICROSOFT CORP (0000789019) (Filer): (10-Q) - 2009-10-23
MSFT: Annual report: (10-K) - 2009-07-30
MSFT: Quarterly report: (10-Q) - 2009-04-23
MSFT: Quarterly report: (10-Q) - 2009-01-22
MSFT: Quarterly report: (10-Q) - 2008-10-23

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