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It seems investors are nervous that consumers may be in worse shape than previously believed. And that’s led at least some traders to speculate the best bets are in technology.
Huh?
Their thesis is pretty straight forward; they think that when the market makes its move it will be tech that leads because technology ultimately makes companies more efficient and improves our lives, overall.
Another way of saying that is, no matter what sets the bulls running, technology is the most likely of all the sectors to go along for the ride.
Pip Coburn of Coburn Ventures can be counted among the tech bulls and suggests 4 ways to play. They follow:
Coburn's Ways To Play
Apple [AAPL
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]: Coburn is impressed by Apple’s exclusive deals with developers as well as the app store phenomenon.
Ansys [ANSS
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]: He thinks Ansys is cutting edge with its proprietary technology to simulate real environments with computers.
Adobe [ADBE
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]: Coburn likes Adobe ahead of a software launch next spring.
Sybase [SY
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]: Coburn calls the firm a “turnaround story that's working” with margins that have room to expand.
Although these 4 companies are quite different they share at least one common thread. At all these firms, “management is addicted to making money,” he says. And that alone makes them long-term buys.
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Trader disclosure: On Aug 17th, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami Owns (AGU), (BTU), (C), (GS), (INTC), (MSFT), (NUE); Najarian Owns (BAC); Najarian Owns (BBT) Call Spread; Najarian Owns (C) Calls; Najarian Owns (FCX), Is Short (FCX) Calls, Owns (FCX) Puts; Najarian Owns (HD) September And Is Short (HD) August Calls; Najarian Owns (HPQ) September Calls And Is Short (HPQ) August Calls; Najarian Owns (MS) And Is Short (MS) Calls; Najarian Owns (MSFT) And Is Short (MSFT) Calls; Najarian Owns (UNH) Calls; Najarian Owns (YHOO) Call Spread; Finerman's Firm Owns (BAC) Preferred Shares, Finerman Owns (BAC) Preferred Shares And Owns (BAC); Finerman's Firm Owns (MSFT), (TGT), (WMT), (CTX); Finerman's Firm Owns (WFC) Preferred Shares And Is Short (WFC), Finerman Owns (WFC) Preferred Shares; Finerman's Firm Is Short (IYR), (IJR), (MDY), (SPY), (IWM), (USO), (XRT); Finerman's Firm And Finerman Own (PDE); Seygem Asset Management Is Short (BIDU); Seymour Owns (AAPL); Seymour Owns (BAC); Seygem Asset Management Is Short (FXI)
For Jeff Tomasulo:
Tomasulo Is Short (IBM)
Tomasulo Owns (JPM)
For Pip Coburn:
Coburn's Fund Owns (AAPL), (ANSS), (ADBE), (SY)
Coburn's Fund Is Short (PALM)
Data is a real-time snapshot *Data is delayed at least 15 minutes