Microsoft Corp (MSFT)

It has done well and is making record highs, so the stock could be split. It has done nine splits with the last one being 20 years ago. If it fell back to the $420's that could be considered quite normal but sell if it goes below $400.      Buy 65  Hold 5 Sell 0

20% is pretty big. He never likes to have anything over 10%. If you have capital gains, which you don't want to trigger, and you still like it, write some calls. Lots of horses in the AI race. Taking profit in these mega-caps is easy, but it's harder to find a candidate to buy.

Likes it very much but cautions over its 35x PE. Has a phenomenal growth profile, though, due to cloud business, software with an overlay of AI. MSFT boasts a lot of data, which is essential for AI.

They've done a great job over the decades. Likes it. His only complaint is that its valuation has run up and is extreme now. 

12-month price target of $469, so just a bit of runway left. Lots of horses in the race. Big deal these days is the Maia chip. If looking to get in buy in thirds around $425, $400, and $375.

World's largest market cap for a publicly traded company. 3 major lines of business - cloud computing, personal computing & productivity software. Defensive growth company with excellent exposure to tech trends going forward. A.I. tech is market leading. ~70% of revenues are recurring with mission critical services. Trading at ~31x earnings - not cheap - but solid offering of value and growth. 

Excellent business - owns shares in company. Very high margins with strong management. Able to dominate every portion of business that it enters into. Data, A.I., office suite and variety of products that keep growing. Would recommend buying, and holding for the long term. 

Company has fallen ~10% the past few months. Overall, company is very strong. Would recommend buying. 

It reports Thursday. Trading at 34x PE, it's a B2B behemoth with amazing integration of AI

One of key holdings in portfolio. Very good company with very strong margins. Generative A.I. technology very strong. Office 365 suite very profitable. Strong leadership team that has consistently managed capital and technology well. Productivity tools very helpful for office workers. Long term - expecting performance to continue. 

Great company, but expensive. Trades 10-12 multiple points higher than peers in communication services, like META and GOOG, both of which he owns. Likes it and applauds management, but he won't pay the price.

Very strong business with expanding margins. Strong free cash flow. A.I. transformation will be very favorable as company already has good network effects. Excellent array of products. 30x P/E ratio not a concern - expecting further growth. Very large competitive moat that is very hard to compete with. Strong management team that has proven itself at capital allocation. 

Tough, because both are very fully priced. On any pullback to around $410, you could pick it up.

ORCL is already through his price target. But he likes it so much, he's been selling calls against it. His 12-month price target was $126, and here it is almost $127. Running on all cylinders on both cloud and software.

If you own either, write calls. But if they roll over 5%, pick some up.

Excellent exposure to A.I. upside - not cheap but very strong business. Very high margin business. Would recommend buying. Strong management team. Good for long term investors. 

He's unsure what to make of the mixed reception to the AI app, Co-pilot. But their cloud business remains hot. Co-pilot will become the AI gold standard.