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Buy Google, Microsoft and Verizon, Sell Chipotle

Meanwhile, it did show some deceleration in revenue growth -- something that has become apparent over the past two quarters. Its net revenue has shown a noticeable decline from 27.7% in Q4 2011 to 24.4% in Q1 2012. So investors would be wise to keep an eye on that area. Moreover, while it has done an excellent job managing a reduction in ad revenue, it has yet to provide additional details regarding its strategy in terms of its acquisition of Motorola (MMI).

From an investment perspective, I maintain that Google is one of those stocks that is a buy at any level. At its current level of $576, the stock is down 14% from its 52-week high of $670. I would be adding shares at current levels and buying more on any signs of weakness. The stock should easily cross the $600 mark before the end of the third-quarter on its way to at least one more 52-week high before the end of the year.

Reason To Buy Microsoft

Microsoft is not Apple, and only for this reason it is perceived to be permanently down even though its numbers tell a different story.

It goes without saying that this is not the pre-2000 Microsoft when it was "Apple before Apple." Its current businesses from software and enterprise still produce a considerable amount of cash and decent growth. But that's soon all about to change. As with Google, Microsoft has also recently announced plans to make a tablet of its own called Surface.

While Microsoft has been fraught with stock and product disappointments over the past decade, expecting it to narrow the gap with Apple, which has a considerable lead, is a tall task. But I think its biggest risk would be to sit idle and do nothing.

Microsoft has now realized that if it truly aspires to grow to the extent that the market can once again consider it among the ranks of Apple and Google, it must think of Windows expansion outside of the traditional PC and into the realm of mobility.

Be that as it may, it still have to prove not only that it can build an ecosystem to rival that of Apple, but now it has to also contend with Amazon as well as Google. To that end, with the use of chip technology from ARM Holdings (ARMH) its soon to be released Windows 8 is expected to be a game-changer, scaling not only to traditional laptops and desktops, but to tablet and smart phone devices as well.
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