Apple Inc (AAPL)

Cynics on Wall St. don't care about Apple's non-phone new products, but one analyst at Morgan Stanley sees strong upside for the Mac and iPad that could be gold standard for the new hybrid workforce. The rise of remote work is a Trojan Horse that gets the Mac back in the workplace so that it could become a serious threat to Dell and HP because people are spending so much time at home. Unlike the one-off consumer tech market, the enterprise business is a lot stickier and he expects Apple will get a bigger slice of this pie. For years, Apple has been dismissed as a one-trick pony, but Apple will be much more than its phone--wearables, computers and their service business.

Got a lift after the CEO last weekend didn't deny he's getting into the e-car business. Also, Tesla reported good numbers over the weekend. Anything to turn Apple into a Tesla rival will get Apple stock moving. It's down 5% YTD as the S&P is up 8%.

They both have good growth rates and are looking good at these levels. Still pretty expensive. Both trades at 28x forward. Both are quite similar. Price to growth, Apple is the better buy and would add. Microsoft is a good company but it has always been pricier and so he would be more comfortable with Apple.