Eagle Capital’s Top 5 Stock Picks

1. Microsoft Corporation (MSFT)

Microsoft is the largest holding of the Eagle Capital and also a long-running investment. Eagle Capital first owned the stock in Q1 2004. Currently, Eagle Capital holds 0.1628% ownership of the company, which is 9.29% of its overall portfolio.

Microsoft’s stock prices underperformed at the beginning of 2020 and dropped from $185 to $137 during the March crash. That was a buying opportunity as Microsoft shares currently trade at $234. Here is what Wedgewood Partners said about Microsoft recently:

“Microsoft continued to generate solid double-digit top-line, and operating earnings growth. The Company’s all-encompassing portfolio of “hybrid” cloud solutions is compelling for customers as IT organizations vacillate between on-premises and off-premises (and then likely on-premises again). For example, Microsoft 365 has added an array of features to make remote work easier, yet, as customer applications grow in compute intensity, those customers’ on-premises and edge computing topologies retain or grow in importance. Microsoft’s strategic pivot to be more customer-friendly and collaborative will sustain its growth and returns for several more years so we are happy with our position.”

Please also see Billionaire Larry Robbins’ Top 10 Stock Picks and 15 Best Undervalued Stocks To Buy Now.

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