Microsoft Corp (MSFT)

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.

He loves this stock for the next 10 years and now is a good time to buy. Their cloud computing will thrive as streaming increases. Their Office software and others allows for people to work from home during this uncertain times. You could easily buy 75% of your position at this level. Yield 1.32% (Analysts’ price target is $196.34)

MSFT vs. IBM Likes MSFT, but it's too expensive for its growth rate. IBM is interesting. Has momentum, growing in the cloud. RedHat's revenue accelerating. Incredibly cheap. Good dividend and pretty safe. Only thing is, it's not best in breed, which is where the money will go first. But it's a fine name.

(A Top Pick Nov 28/19, Up 8%) One of the few super-large companies that are seeing increasing sales momentum. Amazon was the early leader, but MSFT has the competitive edge. Accelerating growth. Generates almost 50B of free cashflow. Going higher.

Certainly you should look at all high tech names, especially those with a monopoly. He prefers AMZN-Q and MSFT-Q. If Trump did not tell companies to move out of China, then certainly CoVid19 did.

MSFT vs. V Likes Visa's valuation. Likes the secular growth story of moving from cash and cheques to digital payments. MSFT is expensive, at 27x earnings with 12% growth rate. Visa is right at the 200-day moving average, 28x earnings with a 15% growth rate. Nothing wrong with MSFT, but Visa is a better name.