Microsoft (MSFT) Holder Osher Van De Voorde Investment Management Trimmed Its Stake by $1.94 Million; Addenda Capital Has Raised Its Holding in Discovery (DISCA) as Valuation Declined

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Osher Van De Voorde Investment Management decreased its stake in Microsoft Corp (MSFT) by 19.31% based on its latest 2018Q4 regulatory filing with the SEC. Osher Van De Voorde Investment Management sold 19,252 shares as the company’s stock rose 1.03% with the market. The institutional investor held 80,425 shares of the prepackaged software company at the end of 2018Q4, valued at $8.17 million, down from 99,677 at the end of the previous reported quarter. Osher Van De Voorde Investment Management who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $931.41B market cap company. The stock increased 0.52% or $0.63 during the last trading session, reaching $121.4. About 13.34 million shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 20.90% since April 17, 2018 and is uptrending. It has outperformed by 16.53% the S&P500. Some Historical MSFT News: 07/05/2018 – The Verge: Exclusive: The future of Microsoft with Satya Nadella; 10/04/2018 – C3 IOT & MICROSOFT REPORT PARTNERSHIP TO ON AI IN ENTERPRISE; 26/04/2018 – Google and Facebook adopt water gun emoji, leaving Microsoft holding the pistol. Via @verge:; 29/03/2018 – Microsoft announces major reorganization; 13/03/2018 – ObjectRocket® Delivers Fully Managed MongoDB-as-a-Service On Microsoft® Azure® For Access to Deeper Database Expertise and Better Performance; 18/04/2018 – Bottomline Technologies Deploys Offerings On Microsoft’s App; 04/05/2018 – Insight Public Sector wins $653 mln U.S. defense contract -Pentagon; 13/04/2018 – KBRA Releases Macro-Market Research: The EU’s Hungary Drama; 10/04/2018 – PROS Announces Participation in Hannover Messe; 08/05/2018 – Bold call: Microsoft will buy Netflix, predicts media analyst with 40 years of experience

Addenda Capital Inc increased its stake in Discovery Inc (DISCA) by 16.84% based on its latest 2018Q4 regulatory filing with the SEC. Addenda Capital Inc bought 16,950 shares as the company’s stock declined 8.08% while stock markets rallied. The institutional investor held 117,623 shares of the consumer services company at the end of 2018Q4, valued at $2.82 million, up from 100,673 at the end of the previous reported quarter. Addenda Capital Inc who had been investing in Discovery Inc for a number of months, seems to be bullish on the $21.78B market cap company. The stock increased 1.29% or $0.39 during the last trading session, reaching $30.37. About 2.04 million shares traded. Discovery, Inc. (NASDAQ:DISCA) has risen 19.62% since April 17, 2018 and is uptrending. It has outperformed by 15.25% the S&P500. Some Historical DISCA News: 08/05/2018 – DISCOVERY SEES SCRIPPS COST SAVINGS FROM HEADCOUNT, REAL ESTATE; 29/05/2018 – ITV, BBC Explore Deal to Buy UKTV Stake From Discovery -The Telegraph; 08/05/2018 – Discovery 1Q Adj EPS 53c; 08/05/2018 – DISCOVERY QTRLY ADJUSTED EPS EXCLUDING RESTRUCTURING COSTS, OTHER SCRIPPS RELATED TRANSACTION COSTS, WAS $0.53; 21/04/2018 – DJ Discovery Communications Inc Clas, Inst Holders, 1Q 2018 (DISCK); 20/04/2018 – DJ Discovery Communications Inc Clas, Inst Holders, 1Q 2018 (DISCB); 31/05/2018 – Orange aiming to merge video arm with Altice Studio – Le Figaro; 08/05/2018 – Discovery 1Q Rev $2.31B; 18/04/2018 – Discovery CEO Zaslav Says Key to Disruption Is Patience (Video); 18/04/2018 – Discovery Presenting at JPMorgan Conference May 16

Osher Van De Voorde Investment Management, which manages about $219.15M and $193.75 million US Long portfolio, upped its stake in Enbridge Inc. (NYSE:ENB) by 45,982 shares to 238,806 shares, valued at $7.42 million in 2018Q4, according to the filing.

Investors sentiment increased to 0.94 in Q4 2018. Its up 0.13, from 0.81 in 2018Q3. It increased, as 55 investors sold MSFT shares while 925 reduced holdings. 168 funds opened positions while 758 raised stakes. 5.48 billion shares or 3.82% more from 5.28 billion shares in 2018Q3 were reported. Thomas White Ltd has 0.18% invested in Microsoft Corporation (NASDAQ:MSFT) for 9,157 shares. Mraz Amerine & Associate Inc owns 59,289 shares. Concorde Asset Mgmt Ltd Liability Corporation has invested 0.45% in Microsoft Corporation (NASDAQ:MSFT). Ledyard Retail Bank holds 2.93% or 218,404 shares in its portfolio. 5,845 were accumulated by Vista Prns Incorporated. Moreover, Arga Investment Mngmt Ltd Partnership has 0.42% invested in Microsoft Corporation (NASDAQ:MSFT). Zevin Asset Mgmt Ltd Limited Liability Company holds 0.3% or 8,249 shares in its portfolio. Brown Advisory reported 2.77% in Microsoft Corporation (NASDAQ:MSFT). Amf Pensionsforsakring holds 6.70 million shares. Pnc Services Grp reported 1.53% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Fosun Limited reported 0.3% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Amica Mutual Insur Co reported 3.09% stake. Colony Grp Inc Ltd Liability stated it has 482,114 shares. 15,657 were reported by S R Schill And Assocs. City reported 1.89% stake.

Since October 26, 2018, it had 0 insider buys, and 8 insider sales for $58.46 million activity. 36,500 shares valued at $4.06M were sold by Hogan Kathleen T on Thursday, November 8. $21.70 million worth of Microsoft Corporation (NASDAQ:MSFT) shares were sold by Nadella Satya. The insider Capossela Christopher C sold $432,000.

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on April, 25. They expect $1.00 earnings per share, up 5.26% or $0.05 from last year’s $0.95 per share. MSFT’s profit will be $7.67 billion for 30.35 P/E if the $1.00 EPS becomes a reality. After $1.10 actual earnings per share reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts -9.09% negative EPS growth.

More notable recent Microsoft Corporation (NASDAQ:MSFT) news were published by: Nasdaq.com which released: “After Hours Most Active for Mar 29, 2019 : FOLD, QQQ, XOG, AABA, VXUS, MSFT – Nasdaq” on March 29, 2019, also Nasdaq.com with their article: “After Hours Most Active for Apr 1, 2019 : CZR, FITB, RDWR, MSFT, AAPL, QQQ – Nasdaq” published on April 01, 2019, Nasdaq.com published: “Microsoft (MSFT) Stock Moves -0.11%: What You Should Know – Nasdaq” on March 20, 2019. More interesting news about Microsoft Corporation (NASDAQ:MSFT) were released by: Benzinga.com and their article: “Wells Fargo: Business PC Market Stabilizing, Good For Microsoft (NASDAQ:MSFT) – Benzinga” published on April 12, 2019 as well as Investorplace.com‘s news article titled: “3 Reasons to Buy Microsoft Stock on Any Weakness – Investorplace.com” with publication date: March 27, 2019.

More notable recent Discovery, Inc. (NASDAQ:DISCA) news were published by: Seekingalpha.com which released: “Discovery forms JV with Magnolia’s Gaines couple – Seeking Alpha” on April 10, 2019, also Nasdaq.com with their article: “Discovery (DISCA) Down 3.7% Since Last Earnings Report: Can It Rebound? – Nasdaq” published on March 28, 2019, Streetinsider.com published: “Discovery (DISCA), YouTube Enter On-Demand Programming Partnership – StreetInsider.com” on April 10, 2019. More interesting news about Discovery, Inc. (NASDAQ:DISCA) were released by: Seekingalpha.com and their article: “Discovery +3.7% on BBC Studios content partnership – Seeking Alpha” published on April 01, 2019 as well as Investorplace.com‘s news article titled: “3 Big Stock Charts for Friday: Kimco Realty, Discovery and Fidelity National Information Services – Investorplace.com” with publication date: March 29, 2019.

Addenda Capital Inc, which manages about $22.35 billion and $1.14B US Long portfolio, decreased its stake in Descartes Sys Group Inc (NASDAQ:DSGX) by 12,860 shares to 432,254 shares, valued at $11.40M in 2018Q4, according to the filing. It also reduced its holding in Open Text Corp (NASDAQ:OTEX) by 9,595 shares in the quarter, leaving it with 406,323 shares, and cut its stake in Toronto Dominion Bk Ont (NYSE:TD).

Discovery, Inc. (NASDAQ:DISCA) Institutional Positions Chart