Amazon.com

AMZN-Q

Sell Amazon and Apple now? The stock has stagnated the past two years, but it makes more money. Apple keeps investing in near projects, which is a good sign. Hold onto both of them for the long haul. He owns a lot of each.

MSFT vs. Amazon No, they don't compete with each other. Amazon is the best cloud host, but not for small/medium-sized businesses. Instead, MSFT fills this gap very well, at they collect recurring revenue doing this, like a utility. This stabilizes their margins and increases MSFT's growth.

Will the U.S. DOJ break up Amazon and other tech companies? That's a VERY long process. It took 10 years in the case of Microsoft. A complicated process. Is Amazon hurting consumers? No. Consumers are getting cheap goods conveniently. In Amazon's favour, they still make up a small part of the retail landscape. A caveat: a protracted battle against the DOJ could stifle Amazon's growth and distract them from progressing.

Q1 revenue was up 19% year over year, and he models 35% EPS growth. It's multiple is high now at 47x, but but will 26x in 2021. In the next 2-3 years, this continues to go well. Buy this when others fear it.