Written By: Michael Blair
- Microsoft has shown strong share performance over the past few years.
- The company has a visionary CEO with the right strategy for the longer term.
- Its cloud and subscription software foundation are growing in scale and earnings power.
- Microsoft is not giving up on devices.
Microsoft (NASDAQ:MSFT) has the right CEO and the right strategy, in my opinion. The company has been a mainstay of technology portfolios throughout the 3 years I have followed it, returning an average of 25.5% annually.
That has produced a good result for me, with gains on MSFT calls totaling over $400,000 (partial list of trades below from my accounting records).