BROKERS’ NOTES: Buy Microsoft, sell Dis-Chem

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BROKERS’ NOTES: Buy Microsoft, sell Dis-Chem
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Shaun Murison, senior market analyst at IG Markets, on what the smart money is doing.

Microsoft continues to be a leading global brand and one of the largest companies in the world. While boasting a market capitalisation of more than $2-trillion, the company does trade on a slightly more elevated p:e valuation of about 25.

The gaming segment — which includes Xbox — is growing its subscription services and is market leading. The segment could experience a boost through the Activision acquisition, should it be realised.

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