Keith Gangl, Portfolio Manager at Gradient Investments, likes Apple at these levels and says it is flat to last year. He says as the revenues improve and the margins improve, that is good for the bottom line. He expects the market to grind higher in 2021 but it may be due for a pause/slight pullback. They are recommending a "barbell approach" with exposure to secular growth stocks along with cyclical stocks. His stock picks include PayPal, Apple, Palo Alto Networks, Snap, Inc. and Southwest Airlines.