Microsoft (NASDAQ: MSFT ) (TSX: MSFT:CA ) is a company I strongly endorsed over a year ago. The stock has risen over 20% since my last time of writing, and today I'm back to continue pounding theProfessional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and shareholde ...