Top ISI analyst Brian Marshall suggests putting two tech stocks on your radar; one of which he calls a coiled spring.
Juniper is Marshall’s top pick. “I think this company has the best opportunity from a product cycle perspective,” he says.
And looking at the stock’s action he thinks it’s about to play a game of catch-up. “It’s the worst performing stock in my coverage universe,” says Marshall “down about 50% ytd.
In other words, the bar is set low. “Expectations are low” making it more likely the company can beat expectations. In turn better than expected results should drive shares. "It's a coiled spring," he says.
Marshall also thinks VMWare is a buy on the pullback. ”They’re the Microsoft of operating systems for the cloud,” he says. “The company has grown 30-40% historically and we don’t see any reason for it to slow down.”
Pete Najarian agrees. He think investors sold this stock indiscriminately after Oracle released weaker than expected earnings. It’s an ‘all-star type pick,’ he says.
*You can find our conversation with Marshall about 7 minutes into this video clip.
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Trader disclosure: On Dec. 22, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders: Grasso owns ASTM; Grasso owns AVAV; Grasso owns BA; Grasso owns D; Grasso owns LIT; Grasso owns MHY; Grasso owns PFE; Grasso owns PRST; Grasso owns S; Grasso owns XLU
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The views expressed in this research accurately reflect the personal views of the analyst(s) about the subject securities or issuers and no part of the compensation of the analyst(s) was, is, or will be directly or indirectly related to the inclusion of specific recommendations or views in this research. The analyst principally responsible for the preparation of this research receives compensation based on overall revenues of Macquarie Group Ltd ABN 94 122 169 279 (AFSL No. 318062) (MGL) and its related entities (the Macquarie Group) and has taken reasonable care to achieve and maintain independence and objectivity in making any recommendations.
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