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 (NASDAQ: AAPL), he is sticking with Microsoft (NASDAQ: 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 (NYSE: CL), which he believes Warren Buffett could take private.

“[Buffett] already owns a huge amount of Procter & Gamble (NYSE: PG),” Tilson said.

With regard to BP (NYSE: 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.”