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LINDSEY VONN
CNBC.com web-only interview
Downhill skier Lindsay Vonn

5-Star Manager's 5 Top Stocks

Five-star fund manager Richard Parower seeks "growth at the right price" — and he says there's plenty to be found in technology stocks. The handler of the Seligman Global Technology Fund — up 26 percent year-to-date — shared his top picks with CNBC.

"We're still finding a lot of companies that sell products to enterpises. A lot of software companies still trading at very reasonable valuations," Parower said.

He also pointed to "companies in the security software business...with 8 to 10 percent free cash flow."

The fund manager likes "mostly" mid-cap names, though he will consider large caps 'when the opportunity arises."

Parower cautioned that the "next quarter or two" will still be "bumpy" — but said investors ought to be looking ahead a bit further anyway, to 24 months from now.

Recommendations:

Check Point

Symantec

Open Text

EMC

NetApp

For Parower's take on Apple and Google, watch the full interview.

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Other Top Strategists:

  • Volatility a Chance to Add Best Names: Manager

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Disclosures:

Disclosure information was not available for Parower or his company.

Disclaimer

Symbol
Price
 
Change
%Change
CHKP
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EMC
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NTAP
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OTC
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SYMC
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GOOGL
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AAPL
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