“Right now, you have an opportunity to get into a wonderful company that doesn’t have the same type of operations that JPMorgan Chase does… I want to buy Goldman Sachs prior to the earnings.”
Pavlik said the financial giant has been able to beat five times in a row and is optimistic that Goldman will be able to do it again next week.
“We’re favorable on the technology space and the growth in mobile data,” said Wassung. “So as you’ve got Apple iPhone and other smart phones driving substantial growth in the data consumed, we think these networks are being strained and a couple of key areas to play are stocks that are going to benefit from that trend.”
Harris Stratex Networks
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Pavlik and his firm do not own shares of AVT, GS or QCOM.
Cabot Money owns DRWI, HSTX, ARUN & ATHR.