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Hot Tech Trades For 2010

It's no secret that tech was among the hottest trades this year.

In fact, the Technology SPDR is up around 45% ytd.

If all things remain equal tech should end the year as one of the best performing sectors.

But you can't just assume that top stocks in the sector will remain hot well into next year.

Or can you?

How should you play the space in 2010?

For insights we turned to Pip Coburn the CEO of Coburn Ventures. Ahead of the broadcast he suggested take a look at a few themes.

Smart Phones

Coburn thought that the quest to dominate the smartphone market will generate some clear cut winners and losers in 2010.

He suggested the following trades:
Long: Apple and RIM
Short: Nokia, Palm, and Leap Wireless

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The Change of Digital Ferryman

As the world embraces the next advances in digital, Coburn suggested the winners will be those firms that help people navigate the new landscape.

He suggested the following trades:
Long: *Sybase, *Strayer, Salesforce.com, Apple
Short: Garmin, Constant Contact, Sony

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Advertising Sea Change

Despite undergoing a massive shift for the last 5 years, Coburn felt the biggest changes in advertising -- from old media to digital – are yet to come.

He suggested the following trades:
Long: Alliance Data Systems, Google, Salesforce.com
Short: InterPublic Group, The New York Times


*Of all the stocks listed above Pip Coburn told Fast Money that Sybase and Strayer are his two favorite picks out of the entire bunch. What else did he have to say? Watch the video and find out.



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Trader disclosure: On December 14th, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Pete Najarian Owns (AAPL) Calls; Pete Najarian Owns (DELL) Calls; Pete Najarian Owns (RIMM) Call Time Spread; Pete Najarian Owns (UUP) Call Spread; Pete Najarian Owns (CLF), Is Short (CLF) Calls

For Joe Terranova
Terranova Works For (VRTS)
Terranova Is Chief Market Strategist Of Virtus Investment Partners, Ltd.
Virtus Investment Partners Owns More Than 1% Of (CLB)
Virtus Investment Partners Owns More Than 1% Of (DLR)
Virtus Investment Partners Owns More Than 1% Of (EXR)
Virtus Investment Partners Owns More Than 1% Of (IGE)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (DBV)
Virtus Investment Partners Owns More Than 1% Of (UA)

For Jon Najarian
Jon Najarian Owns (PXP)
Jon Najarian Is Short (CHK) Calls
Jon Najarian Is Short (DVN) Calls

For Pip Coburn
Coburn Manages And Invests In Coburn Ventures Buckeye Delta Fund
Coburn Ventures Buckeye Delta Fund Owns (GOOG)
Coburn Ventures Buckeye Delta Fund Owns (AAPL)
Coburn Ventures Buckeye Delta Fund Owns (RIMM)
Coburn Ventures Buckeye Delta Fund Is Short (NOK)
Coburn Ventures Buckeye Delta Fund Is Short (PALM)
Coburn Ventures Buckeye Delta Fund Is Short (LEAP)
Coburn Ventures Buckeye Delta Fund Is Short (GRMN)
Coburn Ventures Buckeye Delta Fund Is Short (SNE)
Coburn Ventures Buckeye Delta Fund Is Short (CTCT)
Coburn Ventures Buckeye Delta Fund Owns (SY)
Coburn Ventures Buckeye Delta Fund Owns (STRA)
Coburn Ventures Buckeye Delta Fund Owns (CRM)
Coburn Ventures Buckeye Delta Fund Is Short (IPG)
Coburn Ventures Buckeye Delta Fund Is Short (NYT)
Coburn Ventures Buckeye Delta Fund Owns Accenture



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