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Compiling comments that experts make about stocks while on public TV.

Microsoft Stock Symbol: MSFT-Q

Last Price Recorded: $50.5000 on 2016-02-13

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Date Signal Expert Opinion Price
2016-02-11 PAST TOP PICK Paul Harris, CFA

(A Top Pick Jan 29/15. Up 21.51%.) He is continuing to buy this. They are executing very well and have some great products. The Surface was outselling iPad over the holidays. Their Cloud business is doing well. Thinks there is potential for them to do very, very well. Probably worth in the $60 range.


Price:
$49.710
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-02-02 TOP PICK Alex Ruus

One of the world’s largest software companies and now an emerging global leader in Web services. Trading at 17X earnings. $7 a share in cash on the balance sheet. Dividend yield of 2.72%.


Price:
$53.000
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-27 HOLD Don Lato

They have increased their dividend nicely over the years.  They are reporting their numbers tomorrow afternoon.


Price:
$51.220
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2016-01-21 DON'T BUY Gordon Reid

Investors are looking for the cloud to be the savior as the PC market is a failing market.  But the Cloud has not contributed meaningfully to their revenue.  He shies away from it because the stock price reflects success with the cloud, which is highly competitive.


Price:
$50.480
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2016-01-19 TOP PICK David Burrows

This topped out in 2000, and only recently made a new high going back over the last 15 years. They have their dominant operating system for PCs. Microsoft Azure is a cloud-based enterprise business, and grew 100% for them last year. They are now selling their desktop software as a subscription service, making it a much more predictable business. 3% dividend yield.


Price:
$50.560
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-12-31 PAST TOP PICK Paul Harris, CFA

(A Top Pick Nov 27/14. Up 19.36%.) Feels this is a changed company because of the new CEO. They have some great products. Throws off lots of free cash. A good story. Thinks it has upside to around $65.


Price:
$55.480
Subject:
NORTH AMERICAN/GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-12-08 COMMENT Brian Acker, CA

He is finally seeing this getting closer to his model price, which is how he calculates Fair Market Value. His model price is $58.65, a 5% upside. Thinks it has enough momentum to get to $59.50. (See Top Picks.)


Price:
$55.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-12-07 TOP PICK Alex Ruus

A great company that generates a ton of free cash flow, pays a nice yield, increases the dividend over time and has a great balance sheet.  They buy back stock also.  He likes their online strategy. 


Price:
$55.810
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-12-03 COMMENT Stan Wong

Took profits on this a while ago. The stock has done quite nicely, but his issue is that it is a bit expensive in terms of valuation. Trading at around 20X forward earnings with a 10% growth rate. That gives it a 2X PEG ratio. There are several technology names out there that are trading at a better PEG ratio. It gives you a pretty decent dividend at 2.66% yield, but there are other tech names he finds more attractive.


Price:
$54.200
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2015-10-26 WAIT Brian Acker, CA

His number 2 position.  He classifies it as low tech, but it has everything you want in this market.  Wait for a pullback to $38/$39, which it will.  He is sure it will pull back to this level.  His model is $57.45.  He will be taking a lot of profits off his APPL-Q holding at the end of the month.


Price:
$54.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-10-05 BUY Lorne Steinberg

They have owned the desk top for a long time.  Over 90% of businesses still use Windows.  MSFT-Q is morphing its business to annual fees and subscriptions.  There is plenty of room for dividend growth.  They fumbled on some acquisitions in the past, overpaying for some things, but they are a dominant player globally.


Price:
$46.630
Subject:
Deep Value Global Equities
Bias:
SELECTIVE
Owned:
Yes
2015-09-21 TOP PICK Alex Ruus

This is an outstanding company.  It has seen continuous multiple compression since 2000 and now it has gone too far.  Almost 10% free cash flow yield.  14 times earnings.  They have become a leader in web services.  It is undervalued for what they have and the company is going places.


Price:
$44.110
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2015-09-09 TOP PICK Brian Acker, CA

Trading at a discount. His model prices $53.13, a 21% upside. In very volatile times, you are not going to lose your shirt.


Price:
$43.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-09-08 TOP PICK Andy Nasr

Gives you a pretty good attractive dividend yield and has a reasonable valuation when you strip the cash off the balance sheet. They are doing a good job of transitioning from a license-based model to a service-based model. Thinks there is really good momentum behind the name. Dividend yield of 2.83%.


Price:
$43.890
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-08-13 COMMENT Jennifer Radman

They have done such a good job with their Windows suite really being everywhere. The margins are great. Over time they have built up so much cash so there are a lot of compelling parts to this company. It is a bit tough to call where it is going to go.


Price:
$46.730
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
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