A weak and hungry Microsoft

Nothing that Microsoft (MSFT) is doing seems to effect its stock of late. While the dividend hike and one-time payout is a great way of rewarding investors, that hasn't yet helped people owning its shares.
Product delays and Linux are hurting it and today its CFO announced that Microsoft is looking at big (but not so big) acquisitions. So the guessing game starts all over again.

I have written on this topic in the past, so I will take my chances and pick only one candidate that I think is the best fit.

The chosen one ? Bearing Point (BE). Microsoft has very little presence in the consulting/services business. An active consulting wing should help Microsoft get close to customers and also generate more free cash and business. Bearing Point looks cheap too at its current price. I have been buying in small lots in the past, and will be buying more.

Even if Microsoft does not target it, Bearing Point is still a great buy for the likes of HP and IBM. So it is a definite buy.