Opinions Colin Cieszynski
Microsoft (CDR)MSFT-NEBUYSep 29, 2026
Colin CieszynskiUnknown
N/A
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TOP PICK
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.
Andrew PyleOwned
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He likes CDRs a lot to give him exposure to international stocks instead of going through the U.S. MSFT has had a nice rally after lows in April and July, a double bottom when the stock didn't fall lower. This has totally broken out of a downtrend. Is a top stock, a go-to in tech. Relative strength is good. Great support--it rallied, but didn't dip.