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Pros Call Microsoft a Buy Despite Outlook


“Fast Money” pros were upbeat on Microsoft despite one analyst’s lukewarm outlook.

“I really think it’s fine,” trader Guy Adami said Tuesday. “Given the stock was up a percent on a day that the broader market had problems, I think that’s a bit of a tell.”

Microsoft stock closed up 25 cents at $25.76 per share.

Earlier, Ticonderoga Securities analyst Neil Herman sounded a dour note on the Redmond, Wash.-based company.

Fast Money, December 13, 2011

“What benefits Microsoft the most is lower PC prices. Lower PC prices drive more unit shipments, which drives revenue for Microsoft,” he said. “So, given the shortage of hard drives, it looks like that curve is not in place today and that has negative impact, in our view on Microsoft.”

The shortage of hard drives earlier this week led Intel to cut its fourth-quarter forecast.

That outlook wasn’t enough to scare off trader Karen Finerman, who said she liked the company’s cash reserves and that it pays a dividend.

“I like it here, I agree with Guy — cheap to own,” she said.

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Trader disclosure: On Dec. 13, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders: Karen is long PLCM; Karen is long GOOG; Karen is short SPY; Tim Seymourhas positions in AAPL, BAC, INTC; Joe Terranova is Long VRTS; Long LQD; Long MUB; Long IBM; Long EMC; Long SBUX; Long SU; Long CAT; Long SWN; Long TRLG; Guy Adami is Long C; Long GS; Long INTC; Long MSFT; Long AGU; Long BTU; Long NUE; Jon Najarian is Long CBOE; Long CME; Long GIGX; Long AAPL call spreads; Long CSCO call spreads; Long TRGT call spreads; Long PAAS call spreads; Long MBIA call spreads; Long NTRI call spreads;

Karen Finerman
Fund is long AAPL

Fund is long JPM

Fund is long IBM

Fund is long MSFT

Fund is long PLCM

Fund is short SPY

Fund is short IWM

Fund is short RTH

Fund is short MDY

Fund is short IBM calls|

Fund is short AAPL calls

Fund is short MSFT calls

For Dennis Gartman
Long Equities in EUR terms

Long crude oil futures

Long Canadian dollar

Long Asian short term govt. bond

Short S&P 500

Short FTSE 100

Short Euro Stoxx 50 futures

Short Euro

Short Pound Sterling

Short Japanese Yen

For Brian Marshall
No disclosures

For Paul Sankey
Important conflict disclosures can also be found at under the "Disclosures Lookup" and "Legal" tabs. Investors are strongly encouraged to review this information before investing.

Deutsche Bank equity research analysts sometimes have shorter-term trade ideas (known as SOLAR ideas) that are consistent or inconsistent with Deutsche Bank's existing longer term ratings. These trade ideas can be found at the SOLAR link at

For Ed Aaron
No disclosures

For Diane Swonk
No disclosures