Microsoft Corp (MSFT)

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.

He was wrong on this one. But they have done a fantastic job with their cloud segment (30% of what they do now). It surprised a lot of people. (Analysts’ price target is $103)

Do you like the company? He likes the business – it is not cheap on a multiple of free cash. It has become an annuity type investment. It deserves a higher than peer multiple. It is a good business with good cash flow. Yield 2%.

Positive. A conservative tech company. Cloud business is positive. Good earnings and dividend. Should survive market volatility, not decreasing much. Many people use their cloud and other services which will continue.

PNC Financial or Microsoft? Likes both spaces. PNC: Trading at higher multiples than the big banks like JP Morgan. The stake in Blackrock is positive. Buy on a dip or lower valuation. Microsoft: Likes it, but if you can buy both, buy both.