Agreed. Microsoft is having its strongest and broadest based growth in many years, which is strongly underpinned by the Cloud. LVT's quarterly just out offers many encouraging metrics, including growth in Annual Subscription Revenue over the last three months from $1.03m to $1.42m. Revenue growth could even accelerate under some scenarios. This stock should be a leveraged play on Microsoft - it might well be and I hope it is. I want to see its share price show similar growth.
LVT Price at posting:
14.5¢ Sentiment: Buy Disclosure: Held