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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 [CHKP
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Symantec [SYMC
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Open Text [OTEX
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NetApp [NTAP
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For Parower's take on Apple and Google, watch the full interview.
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Other Top Strategists:
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Disclosures:
Disclosure information was not available for Parower or his company.
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