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Power Play: Full Bull on Tech

An Apple Store in Tianjin, China.
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There's a breed of companies growing faster than the rest of the world. But they don't have valuations that are in no way superior or better than said world.

For these deals, look to the tech sector.

"We see these high quality companies with excellent management," said Mike Holland, Chairman of Holland and Company. "They're growing faster than the sluggish world but they're not accorded premium valuations."

He specifically highlighted Apple, Microsoft, Intel and Google.

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Take Apple for instance, which has a discount valuation, Holland said. "That doesn't make sense to me," he said on CNBC's "Power Lunch" on Wednesday. "Before the bull market is over, those companies will at least get a higher valuation."

That's what makes these stocks attractive. Even if they don't raise valuation, "heads you win, tails, you don't lose," he said. "And if you can get these at a reasonable price, that's the best of both worlds."