Microsoft Corp (MSFT)

They transformed themselves from a PC-centric company to a cloud business. They have done a great job. Having said he sold it a couple months ago. Trading at over 2 times PEG ratio (too high) seems a little expensive to him. Still pretty solid but expensive.

(Past Top Pick on June 20, 2017 Up 44%) They're in the sweet spot of Cloud-based computing and subscription-based software. MSFT thinks the Cloud will continue to grow 10x over the coming years. Revenues are accelerating along with their margins. The Cloud is here to stay. A great opportunity here. He would buy this stock right here, right now. A strong buy.

It had a pretty good year last year. The business model is now moving into a new phase. Longer term he sees it as a tax on the business community. If you want access to their service you have to pay. You have to be careful on the entry level.

The recurring revenue from Office365 membership sales is great. Fresh and seamless with cloud revenues. Yield 1.7%. (Analysts’ price target is $110.13 )

A lot of investors underestimated their successful shift to the Cloud. They've done an amazing job turning this company around. However, expectations have now risen on this stock.

It's on her watch list and she wished she had bought it below $90. It's a growth stock, in which she expects a 15% return over one year. This stock will continue to climb higher. She likes the CEO and their Cloud offering. It has a recurring revenue stream, so it's less volatile than many companies.

The most expensive stock based on PE that he owns. They did a great job of going back into a growth company. They amaze him because no one has been able to displace them off the desk top. The cloud is here to stay and is a huge growth business. Dividends are increasing as are share buybacks.

What is MSFT's RSI? The RSI measures momentum. Like a baseball, a stock will hit maximum speed. MSFT's RSI has gone up and down--not a worry. With this stock, the trend is still bullish, so he's not concerned. MSFT is in an uptrend.

Earning last week were great. They're winning lots of business in web services He's more positive about MSFT now, given what's happening to competitors in this space like Amazon. He's positive about this stock, but holds enough tech stocks so he isn't buying it now.

It is hard to buy ahead of earnings. The trend has been good earnings leading to a weak price. He loves the company since $15 and it continues to do everything well. He would buy more at $90, but would wait for earnings first.

FANG stocks are expensive, like MSFT-Q. It scores well for him on price momentum and has high return on equity. They have a yield now and beat on the last quarter.

It's a value tech stock. Carries a solid balance sheet with strong growth opportunities. This is a better place to hide than, say, Alibaba. During a downturn. MSFT won't go down as much. Has US$33 billion free cash flow.

(A Top Pick August 1/17 - Up 25.7%.). Still like it. A solid dividend. Free cash flow yield over 5%. Cash on the balance sheet. Accelerating growth profile with the switch to cloud business. There is upside here.

Has been hitting on all cylinders for several quarters. He has owned it. As its valuation has expanded, he has reduced the amount he owns. Their platforms are still growing. Their fundamentals are driven by cloud adoption.

Valuation is slightly rich. Its payout ratio is two, whereas Facebook and Google is one. Its upside is a recent beat while their Cloud numbers are strong. They have transitioned well and turned the ship around. This could be a core name in a rising market.