CNBC Stock Blog
- Rockwell Automation Earnings: What Options Are Saying
- Gold Will Touch Higher Lows and Higher Highs: Analyst
- Correction Coming When Fed Ends 'Easy Money': Market Pro
- Risk Is More 'Enticing' Now: Chief Economist
- Olin Options Indicate a Rebound
- S&P to Finish Above 1,100 by Year-End: Market Analyst
- Smartphone Landscape to Change Dramatically in Asia
- This Bear-Market Rally Has 'Turned': Elliot Wave's Hochberg
- Expect 33% Earnings Increase in 2010: S&P’s Sam Stovall
- Art Cashin: Fed 'Doesn't Believe' the Recovery Yet
MOST SHARED
- Realty Execs See Pain Ahead
- Want the Homebuyer's Tax Credit? Here Are Some Tips
- Tommy Lee, Medical Tourism and Nasty Santa, Your Emails
- Keith Bergelt: The Case for Market Based Patent Reform
- Gold Will Touch Higher Lows and Higher Highs: Analyst
- Buying Fear: How to Own Volatility
- Oil Next Week
- Buffett's Berkshire Hathaway Says Net Income Tripled
- Consumers Haven't Changed, They Are Just Pickier
- Can't Find a Job in Your Town? Here Are the Best Places to Look
- Tommy Lee, Medical Tourism and Nasty Santa, Your Emails
- U.S. Markets Gain 3% for the Week Despite 10.2% Unemployment
- Disney's 'Carol' Tests Widest 3-D Release Ever
- Stimulus II? Jobs Tax Credit=Cash For Clunkers
- Rockwell Automation Earnings: What Options Are Saying
- Gold Will Touch Higher Lows and Higher Highs: Analyst
- Is Misery Alive And Well in Your Office?
- Consumers Haven't Changed, They Are Just Pickier
- Watch Foreclosures, Seriously
- Outlook: Dollar Likely to Ride Higher on Bleak Jobs Report
- Buffett's Berkshire Hathaway Says Net Income Tripled
- Cramer: Earnings, IPOs Dominate Next Week
- Buying Fear: How to Own Volatility
- Administration Rejects Plan to Buy Fannie Mae Credits
- Consumers Haven't Changed —They Just Got Pickier
- Want the Homebuyer's Tax Credit? Here Are Some Tips
- Fears of Bubble Prompt Investors to Seek Exit Strategy
- Can't Find a Job? Here Are the Best Places to Look
RSS FEED
Text Size 
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
Loading...
()
]
Symantec [SYMC
Loading...
()
]
Open Text [OTEX
Loading...
()
]
NetApp [NTAP
Loading...
()
]
For Parower's take on Apple and Google, watch the full interview.
______________________________
Other Top Strategists:
______________________________
______________________________
Disclosures:
Disclosure information was not available for Parower or his company.
Data is a real-time snapshot *Data is delayed at least 15 minutes