MSFT Review and Portfolio Overview
I recommended Microsoft (MSFT) on Apr30, 2006's post, when it was closed at 24.15. I considered that as a
I consolidated my portfolio and sold SCHN and SNHY in the last couple of trading day. My current investment portfolio includes the following stocks: Large Cap: COP INTC, Mid Cap: SCSS NTE KOMG OVTI, Small Cap: IGLD UTK RICK MMG.
Let me pick one stock from each category and share my thoughts.
SCSS - a long-term winner. BUY now.
RICK - Don't chase now considering today's 10% jump - keep an eye on it, it is a long-term winner. Recommended entry point: $6.50 - $6.80.
COP - A necessary defensive player in my portfolio - also hedge against my annual gas expense.
safe pick for conservative investors with a projected 8% to 12% annual return in the next 18-24 months.Check it out, MSFT is closed at $29.23 today, that is 21% return in less than 6 months! Quite rare for a super large-cap stock like MSFT, isn't it?
I consolidated my portfolio and sold SCHN and SNHY in the last couple of trading day. My current investment portfolio includes the following stocks: Large Cap: COP INTC, Mid Cap: SCSS NTE KOMG OVTI, Small Cap: IGLD UTK RICK MMG.
Let me pick one stock from each category and share my thoughts.
SCSS - a long-term winner. BUY now.
RICK - Don't chase now considering today's 10% jump - keep an eye on it, it is a long-term winner. Recommended entry point: $6.50 - $6.80.
COP - A necessary defensive player in my portfolio - also hedge against my annual gas expense.
posted by Siyu LI at
11:56 PM
2 Comments:
MSFT briefly hit $30 today. I bought it at $24.20 after you recommended it. I made a nice profit on it.
There seems to be heavy resistance at $30. I think MSFT is a giant re-awakening.. and their product line up is solid for this year.
What is your suggestion.. Buy more/hold/sell?
Sam
By
Anonymous, at November 21, 2006 4:00 AM
Sam:
Good to know the hefty profit you made.
MSFT is a great company with solid products and very resilient characteristic.
But not to forget, it is fighting with equally first-class companies in many many fronts, including Google, Apple, Sony.
So, It's a tough call. in my opinion, MSFT will stay at this price level ($28 - $32) for a while before the next move. Consider Sell if you have good buy condidates in mind - hint: if you don't have good candidates, check out my previous posts. COP, SCSS, RICK and UTK are my choices for now.
Keep me updated on your decision. Good luck.
By
Siyu LI, at November 21, 2006 11:05 PM
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