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.

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.