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My 5 Hot Tech Picks: Fund Manager
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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.)
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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
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Donlon Likes:
Autodesk [ADSK
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Crown Castle [CCI
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American Tower [AMT
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SBA Comm. [SBAC
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CNBC Slideshows:
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Disclosure:
Donlon’s firm owns shares of EMC, ADSK, CCI, AMT and SBAC.
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