Editor
The High-Tech Strategist | Nashua, NH
“Earlier today we talked about the underlying demand trends in tech. Industry researchers and companies expect an improvement in enterprise spending after a period of underinvestment. In the personal-computer market, we are looking not at the 2% to 3% growth seen in 2009 but at 12% to 13% growth … . I am trying to find companies that haven’t performed as well and aren’t as overvalued on a P/E basis. They won’t decline as much if a correction occurs.”
Picks by Fred Hickey in January: Mkt Vectors Jr Gold Miners [GDXJ]; Newmont Mining [NEM]; Sybase [SY]; Novell [NOVL]; Symantec [SYMC]; Microsoft [MSFT]. Barron’s Roundtable, January 18, 2010.
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