Apple,Google,Amazon and Microsoft are the so called "Four Horsemen" of the tech stock world and sit in many porfolios. But what other tech stocks should investors consider? Kim Caughey, senior equity analyst at Fort Pitt Capital Group and Randy Bateman, chief investment officer at Huntington Funds, stopped by to offer their picks.
"We like Jabil Circuit and Trimble Navigation which both have an impressive product mix," said Bateman. "If you're looking for something that transends a slower economy and something that offers export opportuniies, these are the ones."
Caughey said that the data center more than a consumer focus is the area to look when it comes to tech stocks.
"Our favorites are Intel and Dell because of the PC replacement cycle that we think is going to come," said Caughey. "PC's are getting old and businesses will need to replace all those desk tops. Most of those are from Dell, not Macs."
Scorecard—What They've Said:
- Kim Caughey on CNBC (June 23, 2010)
- Randy Batemen on CNBC (July 9, 2010)
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Bateman owns Trimble and Jabil in his firm's Situs Fund. Caughey owns Intel and Dell indirectly through her firm's fund.