“If you look at the results they posted in the last year, they were way better than what you would have expected in a recession…We are consumers of more and more digital data and we think that’s going to go on for the future.”
Caughey likes Microsoft, Dell, AT&T and Verizon Communications.
“I’m looking at a company in China—it’s the second time in a year and a half that I’ve decided to invest in something,” said Costa. He likes Ctrip.com.
“It’s the Chinese version of Expedia, but it’s profitable,” he said of Ctrip. “There’s a lot of room on the upside on the stock.”
Other Investment Opinions:
CNBC Data Pages:
Caughey and her firm own shares of MSFT, DELL, T, VZ.
Costa owns shares of CTRP.