Yacktman Funds Comments on Microsoft

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Aug 05, 2016

Microsoft (MSFT, Financial)’s shares were weaker during the quarter due to a modest earnings disappointment. We think CEO Satya Nadella is doing an excellent job of repositioning the company for solid long-term growth and we believe the stock is attractively priced.

From Yacktman Focused Fund (Trades, Portfolio) second quarter 2016 commentary.