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 (NASDAQ:AAPL) and Google (NASDAQ:GOOGL) in tablets and smart phones. Charly expects that Microsoft will continue its track record of annual dividend increases this September.
If you're a tech investor, the amount of Apple stock in your portfolio has been a key factor in whether you've been 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!
Charly Travers and Jason Moser have no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Google, and Microsoft. Motley Fool newsletter services recommend Apple, Google, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.