Forget the S&P 500: Microsoft Remains One of the Best Stocks to Own

The S&P 500 is up by more than 10% this year, and its growth has outpaced Microsoft (NASDAQ: MSFT), but I don’t think that trend will last too much longer. Microsoft’s 20% return over the past month shows that more investors are spotting the opportunity.

Its earnings results were the major catalyst behind the surge, and there were a few details in the report that make me think Microsoft is a more promising investment now than the broad-market S&P 500.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »

Cloud computing revenue continues to grow

Most of Microsoft’s growth is coming from its cloud computing unit. Revenues from that part of the business were up by 27% year over year in…