Between Facebook And Microsoft, Talkington Believes In This Stock

On CNBC’s “Halftime Report,” Bryn Talkington of Requisite Capital Management said that Microsoft Corporation MSFT will report very strong results.

CEO Satya Nadella has “such a positive halo effect,” she said. Microsoft has several individual verticals, like LinkedIn, gaming, cloud, and Outlook.

“They’re going to do really well,” Talkington said.

While both Facebook Inc FB and Microsoft will report strong results, the stock performance may not have anything to do with the metrics, she said.

Facebook has a “really big raincloud over it” and Microsoft has a “halo effect over it,” she Talkington said. 

“I would just sit still, watch these earnings, not make any moves off the earnings that are coming out this week.”