Under-the-radar tech buys from investor Jethro Townsend for the second half

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Investor Jethro Townsend told CNBC that he still sees attractive tech stocks, even though valuations across the sector have been stretched during the market's recovery from coronavirus-driven lows. 

"So we have to remain selective within that framework," the founder of Boston-based Addend Capital Management said Wednesday on "Halftime Report." 

Townsend said the rise of telemedince during the pandemic is one reason to select the stock of Nuance Communications.