In the video below, Fool.com analysts Austin Smith and Charly Travers discuss the reasons why investors should consider buying shares of Microsoft (NASDAQ:MSFT)
Charly has been arguing the bull case on Microsoft for about two years, based mostly on its compelling value (it's trading around 14 times earnings), and its solid dividend.
His arguments have failed to win over many investors, he concedes. But there is now another reason to consider buying Microsoft.
After years of neglecting the consumer side of its business and losing out to major rivals like Apple (NASDAQ:AAPL) and Google (NASDAQ:GOOGL), it looks like Microsoft has "found religion," Charly says.
The Surface tablet and Windows 8 phone operating system could be a foundation to build upon. The moves -- combined with its already compelling value -- could provide a major catalyst for the stock.