Which one would you buy: CRM vs MSFT
Holding time 1 yr.#personalfinance #investments #stocks
Microsoft is safer IMO. Their growth with Azure and clear strategy. SFDC acquisition of Slack was a head scratcher for me — and I also think SFDC market size was handicapped by COVID. They have the enterprise space saturated; the midmarket and SMB space is where their growth potential is and I think the appetite for SFDC during COVID has decreased. I own both stocks — but if I was to put more money in at one, it would for sure be Microsoft. They own the end user.... that’s so understated in its importance. Pushing new products and services is as easy as having it pop up on an window’s user screen. Their adoption of Microsoft Teams bare required a sales effort, and they are eroding Zoom and WebEx customers left and right.
Both
MSFT is more diversified and if you have to pick one, Id pick that just because of it
Diversification is antithetical to growth, well most of the times. Think of S&P500 vs one good stock.
You have a more diversified revenue stream. Is the growth in your stock the past few years not good enough for you?
TSLA
Neither is a good bet for such a short duration. MSFT is a rock solid albeit boring company(volatility wise) who also happens to give dividends.. CRM is a decent company but I'd wait for few months to see how well they handle the slack acquisition.
My guess is that slack will be shoved down the existing clients throats, with less success. But as slack's user base is SMB and which is exactly what salesforce needs right now, salesforce would acquire new users.
CC on MSFT and CSP on CRM
Sorry what?
Sell covered calls on MSFT and sell cash covered puts on CRM. Indirectly - own MSFT and try not to own CRM as much as you can.
CRM 😂