In the interest of full disclosure, I recommended ACM in the April 7 issue of my newsletter and management, employees and subscribers may have holdings from lower prices. (The stock has gained 6.1% in the two weeks since, but we believe it has room for additional gains).
John Buckingham editor of The Prudent Speculator newsletter and Chief Investment Officer of Al Frank Asset Management, has held MSFT in his value oriented portfolios for several years.