Microsoft Corp.
Long

Time for this to make a move to 260s

217
Cut 235/240 4/16 spread. Went long on 250/260 5/21.
This company had a stellar earnings, strong business, tailwinds with hololens and DOD cloud deal decision will (shortly) go their way.
True value in a market of elevated p/e.
You really cannot go wrong with Microsoft.

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