The Street too Hopeful on Microsoft?


New leadership has investors hopefull for Microsoft – MSFT

We went to a new Strong Buy on MSFT on December 14th at $34.45 and the stock is now up 10% as the S&P 500 breaches 1,800.  But after this run is it time to pull the plug on this run?  The Street is much too hopeful that the new CEO will create restructuring opportunity to unlock value and shuffle assets.

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