There is likely to be hundreds of billions, if not trillions, of dollars in infrastructure spending over the next several years, and there are several ways investors can get exposure. In this Fool Live video clip, recorded on Sept. 13, senior analyst Asit Sharma discusses why software company Autodesk (NASDAQ: ADSK) could be a big winner. Asit Sharma: I think this is my favorite idea out of my three for infrastructure [Note: The other two were Deere & Co. and Union Pacific].
Microsoft (NASDAQ: MSFT) recently announced a new $60 billion share repurchase program. With that kind of cash, the software giant could go shopping for quite a few fellow computing service peers -- including computer-aided design software leader Autodesk (NASDAQ: ADSK) which has a market cap of a little over $60 billion. Which is the better stock to buy, Microsoft or Autodesk?
Autodesk (ADSK) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.