I have to say I like to see CSCO and INTC and MSFT falling apart. I have been against these names as bloated and done for years. That these names remain perennial go-to tech favorites is a major hurdle to the market going higher in my opinion. When I started in this game in 1996 those companies were the leaders but at that point were small and went up 10 and 20x. That was then, where is a $200 billion company going to go?, up and down 15%. That isn't the leadership we need for a bull run in tech, we need new companies that represent the early stage of a cycle that these names did 10 years ago. Below are my favorite areas and stocks to lead a new tech bull.
Rapid manufacture/design
Software DASTY
Printers/manufacture equip SSYS, TDSC
3D Laser Measurement FARO
New Vaccine Production
CRXL, VICL
Next Generation Surgical/Radiation Tech
TOMO, ARAY, HNSN, GIVN
Nanotechnology
NANX,UTEK
Power Efficiency/Clean Tech
ELON, OIIM, MBLX, LYTS
RFID/Wireless Transaction
ZBRA
Advanced Military Unmanned Vehicle
AVAV
Home HIV Test
OSUR
Display Tech
MVIS
This is a small sampling for the time being. Some are more speculative than others but represent a group of potentially disruptive new technologies at small cap prices and market position to lead in the coming years. Good weekend to all. These are just ideas I like and certainly no recommendation, if interested do your own due diligence please. Support some music and buy something online this weekend. Music is good for you in these rocky market times. Lamb of God?
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment