"Microsoft (MSFT) converted much of their traditional business to subscriptions. Microsoft is one of two dominant providers of cloud data centers and has more cash than debt. The MSFT stock price today is trading 25% lower than beginning of 2022. Warren Buffet owns over 20% of American Express (AXP) shares. Travel and entertainment are still in a recovery phase. the AXP stock is trading less than 16 times earnings and benefits from rising interest rates and the U.S. Dollar," says Tom Plumb.