Last quote by Michael Nemeroff
The SHOP juggernaut continues … SHOP's Q2 surprised positively on almost every metric, blowing away merchant additions (now greater than >500K), which sets the stage for faster than expected growth in all areas of the business over the next few qtrs, at least, including breaking through the profitability barrier, which we view as one of the final frontiers for the Shopify juggernaut.feedback
Aug 07 2017
This page is completely dedicated to what Michael Nemeroff has to say. All of Michael Nemeroff’s quotes are organized here by date and topic. The most recent quote attributed to Michael Nemeroff came from an article called Credit Suisse raises Microsoft price forecast, makes stock a top pick into earnings: “Our Outperform thesis on MSFT shares is centered on what we view as significant earnings power potential over the next few years. [Earnings potential] could be unlocked from (1) strong commercial cloud growth and (2) higher cloud gross margins due to economies of scale.”.
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Quotes by Michael Nemeroff
Jul 17 2017
Our Outperform thesis on MSFT shares is centered on what we view as significant earnings power potential over the next few years. [Earnings potential] could be unlocked from (1) strong commercial cloud growth and (2) higher cloud gross margins due to economies of scale.feedback
May 16 2017
The recent global ransomware attack exploiting a flaw in Windows, while serious, not only demonstrates the continued ubiquity of Microsoft, but also highlights that many of the affected enterprises or entities that are still using older, and now unsupported, versions of Windows need to accelerate their plans to upgrade to Windows 10. We believe the recent ransomware attack could accelerate the Windows upgrade cycle for enterprises, which would drive further upside to Office 365 Commercial MAUs [monthly active users] beyond what is currently factored into our estimates.feedback
May 16 2017
We view MSFT shares as attractive due to the significant earnings power potential over the next several years.feedback
Feb 24 2017
Additionally, given the concentration of revenue in the U.S., the valuation on INTU shares will look increasingly attractive if tax reform in the U.S. is passed before the end of 2017.feedback
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