Microsoft Corp (MSFT) Buy, Sell or Hold

Microsoft Corp (MSFT)

533.88

+11.27 (2.16%)

as of Oct 9, 2026, 3:40:15 pm Market Open.

1799 watching

PAST TOP PICK

(A Top Pick Jan 31/19, Up 60%) It's still the go-to name for the cloud and office software. A phenomenal name that will continue to lead for the coming decade. Buy on dips, though don't expect another fantastic year like 2019. Expect a 15% rate of return a year. Cloud is their catalyst for growth as corporation continue to migrate to the cloud.

PARTIAL SELL

He trimmed a bit. Valuation is not cheap but they are well positioned in the Cloud and gaining share. A good company to own for the long term.

PARTIAL SELL

Take profits and buy Cisco? He has in the past, so it's not a bad idea to pare it down a bit. He also owns Cisco and sees nothing wrong with this strategy.

BUY

He owns it and they are starting to go a little parabolic. This is usually a sign that buying pressure will be exhausted at some point, but you might want to get some. They are hitting on all cylinders and are doing great in the cloud. Their traditional windows franchise is a cash cow. The new CEO has been doing a very good job. They are not that expensive due to the quality of growth. You could buy them at these levels for a long term hold.

BUY

In many ways MSFT-Q is in fact the QQQ-Q index. If you had to pick 5 stocks, this would probably be one of them. He thinks cloud will grow between 20-30% for the next 5 years. Despite a pull back in the markets at any time, this one should perform fairly well this year.

HOLD

His model value is $127, but he is not selling here as it trades higher than that right now. He likes that it is a US stock, where he clearly favors right now.

DON'T BUY

Nasdaq outlook for 2020? The Nasdaq will rise this year, because the FANGs remain cheap. MSFT is a great company, but he doesn't like its current levels. He models 10% growth rate for it. But at 25x earnings, MSFT is too pricey. Buy FB or Alibaba instead; they have lower PEs.

PAST TOP PICK

(A Top Pick Feb 13/19, Up 52%) Cloud is changing computing, making offices more intelligent. So, MSFT can add a lot of its core products to enhance these offices. More businesses will move to the cloud aggressively. Also, MSFT won the massive $10 billion US army contract late last year.

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BUY ON WEAKNESS

MSFT vs. Intel vs. Facebook Facebook has performed well, but faces long-term regulatory headwinds. They will face more scrutiny. Intel has bigger headwinds reagrding where the technology is heading with microchips. Their legacy hardware chips will be under secular pressure. Don't buy. MSFT's cloud growth is impressive and will continue (he sold his shares already), but its multiple is really high. In the next pullback, buy MSFT. MSFT wins.

COMMENT

When to sell? Sell side discipline is based on either 1) being wrong on the call, 2) price exhaustion (fully valued) or 3) re-balance your portfolio. As MSFT has become a larger part of a portfolio you may want to consider selling some to re-balance. He does not think it has become fully valued yet. He would hold, but re-balance as your portfolio requires.

BUY

3-5-year outlook He's long owned this. Cloud computing and Amazon are the two big players; there's good growth in cloud which will help companies, factories and buildings be more productive. Cloud is essential to businesses and innovation.

HOLD

This is a company you needed to outperform the market this year. He would continue to hold it as the valuation is getting a little pricey here.

PAST TOP PICK

(A Top Pick Dec 11/18, Up 44%) She still likes this one, but might wait for a pullback to buy on weakness. Their position in the cloud computing space is second only to Amazon. MSFT has a good reputation within corporate America. They have $8 per share of cash reserves.

BUY ON WEAKNESS

An entry point? The Tech sector has had a great year. MSFT re-invented itself and now is part of major ETFs around the world. When money leaves the ETF space, selling pressure for the company increases. He likes their cloud space and subscription business. Be wary of buying companies that have had a great run -- it would be better to buy on a correction.

COMMENT

Microsoft had a good earnings quarterly report. What he doesn't like is that it trades 25 times earnings, when earnings are expected to grow at 10%. He thinks there are better growth orientated stocks out there like Amazon, Google or Apple trading at better valuations.

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