With the year rapidly coming to an end, investors may be thinking about which stocks they want in their portfolios in 2014. In this segment, Two Fools Debate, Fool editor Jamal Carnette and contributor Sam Mattera discuss whether investors should own Microsoft (NASDAQ:MSFT) in 2014.

Sam expects another year of solid performance for Microsoft. Although Google (NASDAQ:GOOGL) and Apple (NASDAQ:AAPL) continue to weigh on Microsoft's Windows business with their mobile operating systems, Sam thinks the transition to cloud computing should benefit Microsoft. At the same time, the traditional PC won't go away overnight.

In contrast, Jamal thinks investors should be cautious. After Microsoft's tremendous run in 2013, much of the company's transition to cloud services may already be priced into the stock. At the same time, Microsoft's mobile efforts haven't caught on just yet, and the prospect of a management shake-up leaves some uncertainty surrounding the company's future.


Jamal Carnette owns shares of Apple. Sam Mattera has no position in any stocks mentioned. The Motley Fool recommends Apple and Google. The Motley Fool owns shares of Apple, Google, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.