It is still very cheap in his opinion. It is cheaper than the market multiple. It is growing revenue, earnings and dividends as well as buying back stock. About a 4% dividend yield. A great management team. They merged their consumer business with GSK-N. There should be a boost to the share price when this gets IPOed in two to three years. In the near term there is their generic drug business that is merging with MYL-Q. They will then be an innovation-focused and higher growth R&D kind of Pfizer. (Analysts’ price target is $41.80)

One of the two biggest cloud companies (with Amazon). They have a huge base for Office software. They will continue to develop their Teams conference technology for work conferencing. They also have a videogaming and live sports business now in relation to virtual and augmented reality. They struck a deal with the NBA, which will be interesting to see in coming years. They're moving into communications and entertainment. Well-run and innovative, a must-own stock for the future. (Analysts’ price target is $198.19)

What they're doing in shopping interesting while their ad business will grow a lot in the coming year. It's trading at 20x earnings, growing at 30%, while the market stands at 20x, growing at 2-3%. Incredible value. They have a relationship with Shopify. (Analysts’ price target is $240.30)