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

Microsoft Stock Symbol: MSFT-Q

Last Price Recorded: $64.2300 on 2017-02-27

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Date Signal Expert Opinion Price
2017-02-21 PAST TOP PICK Alex Ruus

(A Top Pick Feb 2/16. Up 25.38%.) A nice performer. One of those great tech companies that is sticking with what is working and evolving with technology. They and Amazon (AMZN-Q) are neck and neck for Web services now. Amazon has the early lead in that business, but this company is better positioned to potentially become the longer-term winner because of their historic legacy relationships with businesses. 10% of their market cap is in cash. They pay a nice dividend and buy back a lot of shares. Thinks it is going higher.


Price:
$64.490
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-17 COMMENT Christine Poole

MSFT-Q vs. IBM-N.  If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow.  IBM has not been able to figure out how to grow their top line.  Both have cash overseas and will benefit if there is repatriation of cash policy changes.


Price:
$64.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-01-26 COMMENT Gordon Reid

They did a god job of moving away from traditional software and into the cloud.  Watch fundamentals and not price. It is a big ship.  Cloud is still only about 10% of their business.  Their earnings are fairly flat and valuation is where it was about 10 years ago.  2.4% yield.


Price:
$64.270
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2017-01-17 BUY on WEAKNESS Jennifer Radman

They have done a phenomenal job.  We had a nice multiple re-rates on the stock.  With regards to Tweets regarding this stock, it creates volatility and buying opportunities.


Price:
$62.530
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Unknown
2016-12-13 PAST TOP PICK David Burrows

(A Top Pick Jan 19/16. Up 28.53%.) He thinks that this is just beginning. When you see the NASDAQ 100 making an new all-time high, the year 2000 highs were just taken out. Many companies in the NASDAQ 100 are generating a boatload of cash, with very strong dividend growth. Thinks this will be the destination for “dividend hunters” money.


Price:
$62.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-12-13 TOP PICK David Burrows

The tech group led the market all year long. Cloud-based computing is growing like wild fire. In the most recent quarter, they grew their Azure business by 120%. Software, as a service, is very attractive because it is very predictable. In the 1st few days and couple of weeks after the election, people sold some of the leading technology companies in order to buy stuff they didn’t own. Now there is new money coming into the market, and these companies have not changed their business models. This company is not expensive. It has recently taken out the highs from 2000. Their last purchase of LinkedIn gives them a great opportunity to monetize that business. Dividend yield of 2.47%. (Analysts’ price target is $63.75.)


Price:
$62.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-12-05 PAST TOP PICK Alex Ruus

(A Top Pick Dec 7/15. Up 10.85%.) If he didn’t own a position, he would be buying this today. This company has gone through a bit of Renaissance. It was a tech leader of the 90s, then turned into yesterday’s old technology, but in the last 2 years has had a Renaissance. People now realize that they and Amazon (AMZN-Q) are the global leaders in Web services. This company has certain strategic advantages that could put them in the lead at some point in the future. A great, great generator of free cash flow. Pays a 2.5% dividend, and they buy back shares. Has $63 billion of cash on the balance sheet.


Price:
$60.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-30 WAIT Gordon Reid

Thinks the new CEO has done a very, very good job of taking a bit of a broken story and resurrecting it. The stock is showing confidence building. The premium has built into the stock, so the valuation has increased and people are paying more and more for every $1 of earnings. However, looking at the fundamentals, this is a very, very large ship that is tough to turn. While they are making great headway in the Cloud and getting a lot of accolades about their Cloud offering, in terms of revenue and earnings growth, it is just not that impactful. He would wait to see how this impacts the company, and pay perhaps a slightly greater price for much greater certainty.


Price:
$60.260
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2016-11-21 HOLD Bruce Tatters

After languishing for well over a decade, they changed CEO and changed their strategy to push into cloud, but AMZN-Q was there first so MSFT-Q was playing catch up.  He thinks they are doing a very good job.  It is not as  good of a time as it was to get in, because the stock has done really well.  They are close to a 20 multiple and he does not know if the new business is positioned well enough to capture more share of the market.


Price:
$60.860
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-11-03 TOP PICK Barry Schwartz

He likes this for the Cloud. The runway/opportunity for their Cloud business is just massive. The total addressable market could be up $1 trillion, and this is just getting started. There are probably more acquisitions to come in the future. Dividend yield of 2.63%.


Price:
$59.210
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-01 BUY on WEAKNESS Robert Lauzon

This is a core technology holding for him. Their movement from the desktop to the Cloud has worked out well. They put up a good quarter a short while ago, so they still have momentum. Not overly expensive. He would Buy this on a day when everybody is feeling negative on the market.


Price:
$59.800
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-10-19 COMMENT Gavin Graham

A very solid, profitable dividend paying stock, and a major beneficiary of the Cloud. Really solid balance sheet. This will continue to do well. If there is a pullback in the market, this will be a relatively safe hiding place.


Price:
$57.530
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-10-18 DON'T BUY Gordon Reid

It has its mojo back.  It has moved back to 10 year ago valuation levels.  They have new leadership that is quite impressive.  He has reinvigorated it.  We have not seen the affects of the new initiatives, so he would stay clear of it and go to some other tech offering for now.


Price:
$57.660
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2016-09-20 PAST TOP PICK Andy Nasr

(A Top Pick Sept 8/15. Up 33%.) He still likes this. A very well capitalized company. When you think of the transition to the Cloud, they have certainly done that more successfully than others. Feels they are going to continue to redeploy capital and be able to effect mid-single digit increases if not a single digit increase in earnings and cash flow.


Price:
$56.810
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-06 PAST TOP PICK Alex Ruus

(A Top Pick Sept 21/15. Up 34.2%.) Last year, people started to realize that this and Amazon (AMZN-Q) are the world leaders in cloud computing to a lot of companies.


Price:
$57.610
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
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