Portfolio Manager Dr. Kenneth Conrad says Microsoft Corporation (MSFT) is his firm’s fourth-largest holding with a 2.6% dividend yield, and is an attractive stock from a quantitative standpoint.
“Things are firing on all cylinders right now. They’ve just beat on earnings and sales,” Conrad said.
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Conrad says Microsoft is benefiting this year from a corporate PC refresh, and next year will benefit from a server refresh, in addition to other areas of growing business.
“We really like their enterprise business. Their cloud platform, Azure, is growing really fast. And we think that Office 365 is going to be a long-term positive given that subscription model. And the CEO, Nadella, seems to be making all the right moves to fix the business,” Conrad said.
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