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Stock Picks For March 21st

Matthew Shapiro
President, MWS Capital LLC
www.mwscapital.com

Stock Picks 3-21-08

Microsoft: MSFT

In the wake of the offer for Yahoo, investors have seemed to forget what a huge quarter Microsoft reported late last year along with its exceptionally low valuation.
Despite the rich terms, Microsoft doesn't need to make money off Yahoo right now, but can patiently invest in the brand as it marshals the most serious counterattack on Google, now vulnerable for the first time by slowing growth and a flagging stock. 


Disney:  DIS

It is tough to go wrong with the Magic Kingdom in this market.  At a generational low valuation, Disney owns some of the biggest brands in the world, and an array of media and entertainment assets that should perform well during an economic slowdown.   At the same time, Disney has managed to create two new billion dollar brands in Hannah Montana and High School Musical.  An array of other new initiatives, including Japination and web media, are hallmarks of the effective long term strategy of one of Americas most important companies.
 


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