Today, Andrew discusses Microsoft (Nasdaq: MSFT), a stock that has outperformed the Dow so far this year. Its dominance within operating systems allows the company to post some impressive margins, and the Windows 8 Phone release could provide a boost as well. But its failure to break into the search and tablet markets means Microsoft lost out on opportunities for further growth. Andrew believes a decision on Microsoft depends on your personal investment strategy.

If you’re a tech investor, the amount of Apple stock in your portfolio has been a key factor in whether you’re stomping the market in recent years. However, with the company preparing its most important phone launch in history with the iPhone 5 and looking at a game-changing television, the stakes have never been higher for Apple. If you’re looking for how to play Apple in the coming months, the Motley Fool has created a brand-new report listing not only the opportunities facing Apple, but also what to look for to know when to sell. The report not only comes with a write-up from one of our top analysts, but includes continuing updates whenever news strikes the company. Click here to get started today!

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.