Good time to buy GOOG and MSFT according to veteran investor, praising their financials and stability
From Yahoo Finance: 2025-04-17 11:29:00
Investors are advised to buy Alphabet (GOOG) and Microsoft (MSFT) by David Harden, President of Summit Global Investments. Harden praises Alphabet’s $25 billion free cash flow, profitable margins, and reasonable valuation. He also favors MSFT over NVDA, citing its stability and consistent revenues.
However, Harden does not recommend buying NVDA stock at the moment. He suggests investors hold onto Nvidia shares and wait for a better entry point in the future. Despite this caution, he remains bullish on AI technology, anticipating continued growth and suggesting investing in “industrial” tech names.
While Alphabet shows promise, Harden believes AI stocks offer higher returns in a shorter timeframe. He highlights an AI stock with significant potential, trading at less than 5 times earnings, making it an attractive investment opportunity. For those interested, a report on this “cheapest AI stock” is available for further analysis.
Read more: It’s a Good Time to Buy GOOG and MSFT, Veteran Investor Says