Portfolio manager: Apple, Microsoft both cheap

Portfolio manager: Apple, Microsoft both cheap

Apple shares are up more than 4% today while shares of Microsoft are flat. However, Microsoft's shares are beating Apple's performance year-to-date.

As the tech wars heat up again, which is better for your portfolio, Apple or Microsoft?

On CNBC's Closing Bell's Talking Numbers segment, John Stephenson, portfolio manager at First Asset Investment Management, looks at the fundamentals while Jonathan Krinsky, Chief Technical Market Strategist at Miller Tabak, looks at the charts.

To hear what Stephenson and Krinsky have to say about Apple, watch the video above.

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