Whitney Tilson Talks Apple, Microsoft, BP And More (AAPL, MSFT, BP)

This afternoon on CNBC's Fast Money, Whitney Tilson said that while he is a big fan and an admirer of Apple AAPL, he is sticking with Microsoft MSFT. “There's an argument against a lot of the big cap stocks that are struggling,” Tilson said. “But Microsoft is growing like crazy.” Not at Apple's rate, he said, “but great for a company trading less than 10 times its earnings.” Tilson, who expressed excitement for the iPad 2, also spoke briefly about Colgate-Palmolive CL, which he believes Warren Buffett could take private. “[Buffett] already owns a huge amount of Procter & Gamble PG,” Tilson said. With regard to BP BP, Tilson said, “The stock is around $48….we're hanging into the low $50s. It sort of falls into the category of big cap/blue chip. The whole sector is still sort of cheap.”