- Portfolio Prep for Next Week: 'Don't Get Crazy'
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Surprising Options Trades in TiVo Shares
- 10 Dividend Picks For Your Portfolio: Chief Investors
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Retail Earnings and Sales to Improve in Q4: Analyst
- 4 Food Stocks to Stuff in Your Portfolio: Analyst
- S&P at 1050-1200 Trading Range Next Year: Strategist
MOST SHARED
- Tiger Woods Out of Hospital After Accident
- The Good Entrepreneur Winner
- Halftime Report: Dubai - First Ripple Of Larger Crisis?
- Get Paid Six Figures to Wear a T-Shirt?
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Global Selloff From Dubai Woes Shows Signs of Winding Down
- Dubai Spooks Investors But May Bring Buying Opportunity
- U.S. Stocks Fall on Dubai Worries
- Black Friday at Best Buy
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Longer Lines, Fuller Carts This Black Friday
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Obama's Emission Reduction Pledge Paints Future for Autos
- Is Super Bowl Halftime Act Too Old?
- Surprising Options Trades in TiVo Shares
- EA Sports Hopes to Pump Up Sales Through Pop-Up Locations
- Dubai's Debt Woes Signal New Era for Creditors
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Fed Audit Would Hurt Economic Prospects: Bernanke
- Dubai Stock Selloff May Bring Buying Opportunity
- Longer Lines, Fuller Carts This Black Friday
- Big US Banks May Be Forced to Raise Capital: Bove
- Bank of America Amends Pay for Senior Executives
- Dubai Fallout Is a Correction, Not Another Crisis: El-Erian
- Tiger Woods Out of Hospital After Accident
RSS FEED
CNBC Stock Blog
Text Size 
The rules for investing in technology have changed as much as the markets themselves. Mike Burnick, director of research at Weiss Capital management, and Kim Caughey, portfolio manager at Fort Pitt Capital Group, offered CNBC their tech stock picks — and pans.
Caughey said she generally agrees with Burnick on the dangers of weak consumer spending, but where he favors traditional blue chips, she "takes it in the other direction": Software.
Caughey's Recommendations:
(See Part 1 for Burnick's picks and pans)
"We really like software, because it's a service," she explains. Software firms "get incremental payments, rather than big chunks upfront." And she says software providers are somewhat cushioned against a slowdown: "The only thing that gives you more productivity is technology."
Caughey likes Computer Associates [CA
Loading...
()
], Microsoft [MSFT
Loading...
()
] and IBM [IBM
Loading...
()
].
Caughey's Pans:
She cautions against buying Apple [AAPL
Loading...
()
], Motorola [MOT
Loading...
()
] and software/server combo Sun Microsystems [JAVA
Loading...
()
].
(See Part 1 for Burnick's picks and pans)
Disclosures:
Caughey owns shares of Microsoft and Computer Associates.
Data is a real-time snapshot *Data is delayed at least 15 minutes