Microsoft Makes a Big Move — for the Company and Our Portfolio

 
April 15, 2021
 
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Microsoft Makes a Big Move — for
the Company and Our Portfolio
News can happen at any time and change your whole portfolio. That's what happened Monday when the announcement came that Microsoft bought Nuance.

There's been a lot of activity surrounding both parties of late.

Microsoft has reportedly been in talks to acquire several companies, including Discord and the attempt at TikTok last year…

And over the past two weeks, we have seen tons of call buying in Nuance, a member of our Weekly Blitz Alerts portfolio.


As of Monday, April 12, the company has been bought by tech giant Microsoft.
What That Means for Us
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Play America's Reopening
With These 3 REITs

The growth in office space will remain largely slow for the remainder of this year and possibly into next because people simply like working from home, according to analysts. And I must say, BofA has some great analysts.

But some commercial spaces like data centers, self storage and grocery stores are starting to recover, possibly faster than originally expected.

I'm keeping a close eye on the REIT sector, and I'm starting to notice a lot of trends developing in select sub-sectors that BofA touched on.
Which Names I'm Watching
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A Stochastic Oscillator is a momentum indicator comparing a particular closing price of a security to a range of its prices over a certain period of time. The sensitivity of the oscillator to market movements is reducible by adjusting that time period or by taking a moving average of the result. It is used to generate overbought and oversold trading signals, utilizing a 0-100 bounded range of values.
 
 
 
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