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

Microsoft Stock Symbol: MSFT-Q

Last Price Recorded: $58.0300 on 2016-08-26

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Date Signal Expert Opinion Price
2016-08-25 WATCH Kash Pashootan

He likes it.  They are very cloud focused instead of hardware focused.  He likes it cause of this in the short term.  They have a lot of cash. Acquisition should be a lot of the strategy from here.  He is not in a rush because they are at 20 times earnings.  APPL-Q is lower.  The MSFT-Q acquisition of Linkedin is very large and he wants to see how they are integrating it.  It will take some time.


Price:
$58.170
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Unknown
2016-08-08 HOLD Don Vialoux

The tech sector has strength in October to January and then mid –April to end of July.  Watch your short term momentum indicators.  The stock is overpriced on a technical basis.  Stick with the stock.


Price:
$58.060
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-19 BUY David Burrows

(Market Call Minute.) This is going to be an interesting one as earnings are coming up. They have been a little bit spotty in their releases, but another big player in Cloud and subscription based software.


Price:
$53.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-06-23 TOP PICK Stan Wong

This is transforming itself. It has a new CEO who is really focused on growth. They are really focusing on what is the priority in the technology world, which is Cloud computing and mobile technology. A lot of people feel that LinkedIn was expensive, but it helps them expand its presence in the Cloud application space. Trading at 18X forward earnings and has a pretty decent growth rate of 2.8%. They have delivered an annual dividend growth rate of over 17% over the last 5 years. Dividend yield of 2.8%.


Price:
$51.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-17 COMMENT Norman Levine

The LinkedIn acquisition is a big risk. Whenever big companies do big acquisitions, it scares him. Most acquisitions either don’t work at all, or don’t work out anywhere near what the company expects. They haven’t bought a lot of companies, but the last one they bought, Nokia’s hardware business, they just finished writing it off to zero.


Price:
$50.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-06-16 COMMENT Paul Harris, CFA

Has held the stock for a long time and really likes it. The acquisition of LinkedIn is a very big deal, and he can see the value of them doing this. It seems to make a lot of sense.


Price:
$50.390
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 DON'T BUY Gordon Reid

They have been given a lot of credit for moving away from the PC World and into a variety of other areas, most particularly the Cloud. The new CEO is widely liked and has been given a lot of room by the street to turn the company into a growth company. Just acquired LinkedIn for about $25 billion, which trades at about 7X revenue. LinkedIn has a very spotty financial track record. He wouldn’t buy Microsoft based on this acquisition. Sees Microsoft as an expensive tech stock. There are other areas in the Tech sector that are much more compelling.


Price:
$49.690
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2016-06-14 COMMENT David Burrows

There are lots of questions on how they may or may not integrate their acquisition of LinkedIn. They probably can derive some revenue out of this. Doing a good job of converting their revenue base to a subscription base model, both through their office software and their Cloud business. The new CEO said he was going to cut 25,000 jobs so there is room for margin expansion. They still have quite a number of jobs to cut. Have grown their dividend at 11% or 12% a year over the last 5 years.


Price:
$49.830
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-13 WATCH Larry Berman CFA, CMT, CTA

Microsoft has just purchased LinkedIn (LNKD-N). If they can incorporate this into Microsoft Dynamics and CRM, with the ability of business to talk to business, there are definitely some synergies. Looks like the market doesn’t like this acquisition. Chart shows a pretty significant price gap in 2015, and since then has traded in the range between $50 and $55. If it breaks down much below $50, it would trigger a pretty important technical breakdown, that would target something around $40. If this doesn’t hold the $50 area, there could be trouble.


Price:
$50.140
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-06-13 DON'T BUY Erin Gibbs

They are paying a lot for the LinkedIn (LNKD-N) acquisition. Typically, in these cases, the acquirer is the loser. This has struggled to find growth and they have to find it through an acquisition. Whether growth going to come through this acquisition and at such a lofty price, is still up for debate. Would like to see some synergies actually occur.


Price:
$50.140
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2016-06-06 HOLD Jim Huang

This was one of the more traditional tech companies that found religion with their new CEO and transitioning to a cloud-based business. This takes a while. They have had some good success, but have also had some issues with some costly acquisitions that may not pan out.


Price:
$52.130
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-09 BUY William Chin

We have a fairly gentle uptrend with an attempt to re-test the highs. It is holding.  As long as we stay above $45 it looks bullish.


Price:
$50.070
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2016-04-27 COMMENT Fabrice Taylor

He likes this. For years and years, this lumbering beast, ineptly managed by the 2 founders, finally got wise and brought in a CEO who understands the Cloud. They have so much room to improve their margins and increase their cash flow, and they are doing it.


Price:
$50.940
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-15 BUY Rick Stuchberry

A good stock and has a reasonable yield. They are trying to reinvent the company, and it looks like they are having some success. He wouldn’t have any qualms about picking this up.


Price:
$55.540
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-14 PAST TOP PICK Brian Acker, CA

(Top Pick May 19/15, Down 1.98%)  It was doing its job.  Model price is $49, 53% upside and he still owns it.  They are migrating to a mobile chip.  All they need to do is innovate.  3.25% dividend.


Price:
$55.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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