Alan Gayle plans to ride the technology bandwagon back to prosperity.
"I know tech has a reputation for being a highly-volatile sector, and very speculative, but they have the strong balance sheets, they have the good cash flow, they have a very resilient business model," RidgeWorth Capital Management's senior investment strategist told CNBC.
Recommendations:
"Whether you decide to play it on the more defensive side, like Accenture, or you decide to play it on the more aggressive side, say, a Google or an Apple, like we have, either way, we think the technology sector still has a ways to go," he said.
Accenture? Defensive?