
NASDAQ:AMZN
AMZN vs BABA? He thinks AMZN is safer at the moment. It could see earnings actually rise in the near term. People are using them to get essentials at home. The consumer staple space is fairing better than consumer discretionary. He likes what AMZN is doing longer term. They control 40% of the global cloud capacity.
AMZN vs. MSFT Prefers Microsoft, and can justify the valuation at these levels, but wait for a pullback of 5-10% to buy. MSFT has a very strong balance sheet and net cash position. It's transitioning to a subscription model. Cloud business is growing well. For 1-2 year horizon, MSFT will continue to do well.
Not only an e-commerce company, but one that sells stuff in every conceivable sector from healthcare to the cloud. Massive potential. It's lagged the other FANG's, but this year it will catch up. As for FedEx, turns out they need FedEx until Amazon fully builds its one-day delivery network. (Analysts’ price target is $2181.39)