CNBC Stock Blog
- 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
- Art Cashin: Caution 'Growing' in Financials, Dividend Moves
- 3 Software Stock Picks from Lazard's Senior Analyst
- Investors Bet on a New Year's Rally For eBay
- Why You Should Play the Reflation Trade: Stock Picker
MOST SHARED
- No Thanksgiving Rest for Retailers in Sales Race
- Banks Play Down Dubai Exposure, Investors Still Wary
- UK's Darling to Downgrade 2009 Growth Forecast
- US Markets Bracing for Selloff On Worries About Dubai's Debt
- More Asia Executives Resigned to Economy Flights: Survey
- Attraction of Switzerland to Businesses
- Acer Launches Android Phone, Says Targets on Track
- ING Prices Share Issue at Hefty Discount
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Revenge of the Gangsta Nerds
- Will TCU See The "Flutie Effect?"
- Retail Earnings and Sales to Improve in Q4: Analyst
- Consumers Catching the Holiday Spirit
- It's Beginning To Look A Lot More Riskless
- Crescenzi: Claims Level Suggests End to Job Losses
- Hedge Funds Take Early Lead in Warren Buffett's 'Big Bet'
- Car Insurance Scofflaws Raise Health Reform Doubt
- Rush Starts as Holiday Shopping Season Revs Up
- US Markets Bracing for Selloff on Dubai Debt Worries
- US Dollar Falls to 14-Year Low Against the Yen
- ING Prices Share Issue at Hefty Discount
- UK's Darling to Downgrade 2009 Growth Forecast
- Tommy Hilfiger's Estate in Conn. Sells for $20 Million
- Cheap Robotic Hamsters Are Holiday's Unlikely Craze
- Fannie Mae to Tighten Lending Standards: Report
RSS FEED
Text Size 
CNBC News Associate
The technology sector has soared since the March lows, so does it have more room to run? Jeff Donlon, senior analyst with the 5-star Manning & Napier Pro Blend Max Fund said there are some names that may be poised to continue rising despite the industry’s already impressive climb.
“There are a lot of reasons to like the technology sector,” Donlon told CNBC. “[They have] very strong balance sheets, great job at cost cutting, very attractive on a free cash flow yield basis, beneficiary of the weak dollar, and inventory levels are still very lean.” (Read below for his full stock picks.)
CNBC Data Pages:
Going forward, Donlon said tech investors will have to be more discretionary in terms of stocks they’re involved in.
“We look for companies with long-term secular growth drivers that are gaining market shares in their industries, are building sustainable competitive advantages and barriers to entries within their businesses, as well as well-positioned to take advantage of stronger relative growth overseas in terms of emerging markets.”
More Market Intelligence:
- Expect Apple to 'Handily Beat' Estimates: Tech Analyst
- 'Melt-Up' Coming for Stock Markets: Strategist
- 3 Traditional ‘Best in Class’ Stocks: Chief Investor
Donlon Likes:
Autodesk [ADSK
Loading...
()
]
Crown Castle [CCI
Loading...
()
]
American Tower [AMT
Loading...
()
]
SBA Comm. [SBAC
Loading...
()
]______________________________
CNBC Slideshows:
______________________________
Disclosure:
Donlon’s firm owns shares of EMC, ADSK, CCI, AMT and SBAC.
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes