Opinions
Andrew Pyle
Microsoft (CDR)
MSFT-NE
TOP PICK
Aug 29, 2024
N/A
Stock price when the opinion was issued
0
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Buying the dip. The bottom came out of the group recently, and people abandoned the thesis. But it was just a short-term aberration. Solid company. AI buildout just gets better for this company. Yield is 0.7%.
If he's going to get decent growth on this stock, doesn't want it negated by any movement in the CAD going higher. So he's using the CDR.