MSFT

Here's my long position on Microsoft.

My guess is -- big dividend coming (one time) or significant increase in dividend.

I have the payment this summer and next based on the price on Aug 30.

Imk if you have any thoughts...

tough to see the price climbing much. a lot of voodoo going on where big old tech convincing Street they are "cloud" but in a way that doesn't cost any new money (like the way Salesforce, Box, Workday, etc. are spending money). SAP, Microsoft, Adobe, Oracle, really aren't cloud technically -- and all had annuity/subscription economies before anyway. Sort of an accounting scam.

Acquired Shares Cost Basis
1999 11 $9.8
2004 2,975 $27.8
2005 4,966
2006 64,424 $27.9
2007 81,220 $28.2
2008 13,636 $28.7
2009 63,756 $24.7
2010 94,281$24.0
2011 103,342 $26.2
2012 118,905 $30.6
Total 547,515 $25.8