NASDAQ:MSFT

Microsoft Corp (MSFT)

493.78
-3.97 (0.80%)
as of Sep 18, 2026, 8:00:00 pm Market Open.
1796 watching
0
BUY ON WEAKNESS
Had a nice run so would wait for a little bit of a pullback. There are better opportunities in a couple of other technology names but this is doing quite well. Windows 8 is coming out, which could help. Trading at 10X earnings and has a stack of cash on the balance sheet. Beautiful dividend increaser.
TOP PICK
Has some really great products coming out in 2012. Trading at 11X earnings. Windows 8 is coming out for tablets as well as for PCs. Good dividend. Made some good acquisitions.
DON'T BUY
Has really done nothing for a decade. But if you go back, their earnings were half of what they are today. They were a growth stock then and are now almost a utility. It’s a matter of debate as to whether they will do well in 2012. Go to Apple, Google or Oracle.
BUY
Terrifically undervalued. 2.6% dividend. 9x earnings. Huge cash horde on balance sheet. Terrific grower. Trading at discount to market. Better balance sheet than average company. Could jump 30-40% in next couple of years.
COMMENT
Warm towards this one. Was out of favour for a decade. Now getting their act together. Operating system for smart phones is just getting going is supposed to be very good. A new operating system should be coming out so there should be a good upgrade cycle.
DON'T BUY
Will Windows 8 for PC’s and Mobile push the stock higher? That is the big question. They have to be in the mobile world. He hears good things about Windows 8. We won't know until we see it on handsets and what they're going to do on the tablets.
DON'T BUY
Has had a good run over the last 20 years. From a longer-term value perspective, is going through a transition. It needs to transition into a either a slow mature growing stock or has to find a catalyst for higher growth. Won’t be a big growth story in the next 2 to 3 years.
DON'T BUY
A very mature company in the tech space with a decent yield. Growth rate is probably at the high single digit and trading at about 11X earnings. There are probably other places to be in the tech space.
COMMENT
This was on his watch list in 2009. Since then it has had resurgence. It is way past where he would look to buy it. This is a leader in its field.
DON'T BUY
In the tech space. Tech stocks to ok from mid Dec until end of Feb. Likes the spider ETF for high Tech but would look to get out at this point.
TOP PICK
Writing an April Put at $25, which will give you about $1.05 today. You're basically taking on an obligation to buy the stock at $25.
BUY
Likes this company. Hasn't been a great performer. Over 3% dividend yield. Trading at under 10X earnings and is still growing its earnings. Great place to be.
COMMENT
A sideways moving type of stock. Earnings growth is not tremendous with a mature technology company like this one. Okay for the dividend of 3.1% but if you are looking for growth, he would prefer others.
TOP PICK
Almost a 3% yield. Trades at 9X earnings with a free cash flow yield of about 11%. Great balance sheet. Windows8 and their phone are great products. Every time an android phone gets sold, they get $5 because of their licensing.
BUY
Doing a lot of interesting things and surprised on the upside. Missed his entry price. Huge push into wireless LAN side. If successful it could be a big boost with MSFT.
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