Investors looking at Microsoft's reported loss for the quarter and 25% EPS drop for its fiscal year are missing the story. The software giant reported record free cash flow of $29 billion, and the company has important catalysts on the horizon with the launch of Windows 8 and Office 2013. Mobile-centric Windows 8 will allow Microsoft to play catch up to Apple (AAPL -0.69%) and Google (GOOGL -0.77%) in tablets and smart phones. Charly expects that Microsoft will continue its track record of annual dividend increases this September.
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