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Apple and Yahoo: A Pick and a Pan

The difference between Apple and Yahoo is a lot more than just opposite ends of the alphabet.

Putnam's Kevin Divney sees a dramatic difference between the ways the technology company and the search engine are being run, and thus on the wisdom of owning the two stocks.

Recommendations:

"We don't own Yahoo right now," he told CNBC. "I think there's too much uncertainty in the business; there are better competitors in technology...why take the risk of all the boardroom drama?"

Apple, on the other hand, gets high marks from Divney.

"I think it's a great long-term growth story," he said. "Obviously, they've had a (few) bumps with earnings season...they're going to come out with a new device...and the rumors are, it will have another impact factor. They keep on lining up new products in a nice sequential line."

Disclosures:

Disclosure information for Kevin Divney was not immediately available.

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