For now, it's the dividend that investors should focus on. Stocks raising their dividend payments have a history of outperforming nondividend stocks. Today's 3% dividend can turn into a 6% yield in about five years at only half the rate of growth recently announced.
If you think Microsoft can't become exciting and its time has passed, think again and take a look at Yahoo!'s (YHOO) chart. Sure, some of the gain is from investments in Alibaba, but remove that gain, and you can see what an active, hard-charging CEO can do.
Microsoft is next, don't miss it.
At the time of publication, Weinstein had no positions in stocks mentioned.Follow @RobertWeinstein This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.