We recently described MSFT as a “must-own stock,” but with our 5% position now up over +170%, there is reason to consider trimming our position slightly when we decide the markets are primed for a pullback in the high-valuation names. However, with interest rates on track to be cut by the Fed, we will adopt an if-in-doubt, stay long approach.
- We remain bullish on MSFT but may trim our position moving forward – MM owns MSFT in our International Equities Portfolio.
MM is long and bullish towards MSFT US
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