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NASDAQ:MSFT

Microsoft Corp (MSFT)

379.05
-0.35 (0.09%)
as of Jun 18, 2026, 11:59:42 pm Market Open.
854 watching
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BUY
It is one of the mega cap tech stocks that are back to their all time highs. It is not that expensive and hits all metrics for him. It has a great balance sheet.
TOP PICK

One of the two biggest cloud companies (with Amazon). They have a huge base for Office software. They will continue to develop their Teams conference technology for work conferencing. They also have a videogaming and live sports business now in relation to virtual and augmented reality. They struck a deal with the NBA, which will be interesting to see in coming years. They're moving into communications and entertainment. Well-run and innovative, a must-own stock for the future. (Analysts’ price target is $198.19)

PAST TOP PICK
(A Top Pick May 14/19, Up 48%) They continue to hold this. They have benefited from the work-at-home trend. This trend may continue after COVID. Office 365 and their cloud services will all benefit. However, at this point it is too expensive to buy. They hold about $9 per share in net cash. She would buy about 10-15% lower.
TOP PICK
They are in a sweet spot. The movement to the cloud is very important and will continue more aggressively. It is going to intensify. They have a 'teams' product for collaboration. (Analysts’ price target is $197.74)
PARTIAL SELL
10% of holdings now -- take profit? They have owned it over 8 years. A top 5 holding for him. In his portfolio, he wants to bring the weight of stocks down to reduce risk. He suggests picking away at stocks have been unduly punished and shave down some of the MSFT holding. Don't lose the entire position, instead use it to purchase punished deep cyclical stocks.
TOP PICK
Firing on all cylinders. He bought this at $115. They're deploying capital from their stable Windows business into the cloud. You can buy this and forget it. Predictable. Stable. (Analysts’ price target is $197.42)
BUY ON WEAKNESS
A wonderful business. When the market turmoil unfolded, technology companies have done well. Their upcoming earnings should be strong. He owns this, but be mindful of the valuation here. It is trading at 26 times earnings. It is about 15% over valued here. He would enter on weakness.
BUY ON WEAKNESS
He does not own them currently. The shares are very expensive. Now, investors are thinking post virus and with their offerings in cloud based services it is looking more like an essential services company. He chooses not to own it at such a high mid-20 PE.
TOP PICK
They are enabling the digital world and all their business segments are firing on all cylinders. Things will only get better as companies move more to cloud based, at-home setups. Linked In is also successful. A long runway of growth. Yield 1.41% (Analysts’ price target is $189.50)
TOP PICK
They will benefit from what is going on right now. Their shift to cloud based computing should be accelerated by the crisis. (Analysts’ price target is $189.50)
PARTIAL BUY
He added more on the downturn. Technology will be a winner in this because of the increased use of technology. This is a name to stick with through this. It is already recovering fairly well.
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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
On the flipside, tech continues to endure. The FANGs plus Microsoft remain go-to names. As David Fingold noted, MSFT has been tested through fire and have passed the test during this pandemic.
STRONG BUY

A great company, a top cloud player. But a company needs advanced IT department to use Amazon's cloud service, whereas MSFT can support small/medium-sized software developers can sell them over MSFT's cloud. MSFT has been tested through fire and have passed the test during this pandemic, proving that their cloud services continue to work during massive use as people continue to work from home. MSFT has the right stuff.

COMMENT

GOOG vs MSFT? The challenge with GOOG is that 40-50% ad spend comes from small businesses. He expects small business will be struggling for revenue for the next few months. He would not be a buyer of GOOG. He does not own MSFT, but would prefer them over GOOG. MSFT has a very successful cloud service and he sees Teams being a good add to their revenue right now.

BUY
Buy at $159? His #3 holding. You don't have to worry about this stock. Have great cash flow generation, strong balance and smart management. The explosion of cloud use has because an annuity for them. You can buy this now.
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