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NASDAQ:AAPL
AAPL vs MSFT? Both companies are sitting on gobs of cash, he says. MSFT sells more into business, under a subscription basis. AAPL is a little more chunky, as they are into devices and streaming services -- which is a little slow to get going. AAPL may be impacted more by the delay in selling their devices, but you still have to pay for your MSFT subscription. He would put 75% of your MSFT in now and only 50% of your AAPL investment now.
They have a 15% revenue exposure to China. If you look past the impact of Caronavirus, there manufacturing facility near ground zero was for back up. They have a great supply chain and having been moving more production to Taiwan in response. The shift to services has become a larger impact on revenues and the positive benefits will continue.