Microsoft finally has its mojo back under the leadership of CEO Satya Nadella and the momentum will continue as he pushes further toward the cloud, said Wayne Wicker, Chief Investment Officer for Vantagepoint Funds. Wicker added that he is long-term bullish on natural gas players Chesapeake and Consol despite the recent volatility in energy stocks. He is also bullish on Biogen due to its promising pipeline of Alzheimer's drugs in addition to its core Multiple Sclerosis treatment franchise. Finally, Wicker is wary of consumer discretionary stocks, saying Americans are saving, rather than spending the dividend from lower gas prices.
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