A diary of the thought process behind my investment decisions
I believe that Microsoft is being unfairly punished, as investors are disappointed that the dividend raise is not big enough. Microsoft is returning cash to shareholders whether it be through dividend raises or buybacks, the difference is immaterial to me . One can make a strong argument that a buyback is better as the stock is trading very cheaply. I am a little worried about the broader market so I will stay away for now but if I had to buy something it would be Microsoft.