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Don't miss the tech stock revival

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Don't miss the tech stock revival

  1. 1. Don’t miss the Tech Stock Revival Reelika Allik
  2. 2. Richard Shaw <ul><li>Career began in the mid – 1990’s </li></ul><ul><li>Senior Vice President at Bessemer Trust </li></ul><ul><li>“ Financial markets have booms and busts ” </li></ul>
  3. 3. What tactics should investors employ in 2010? <ul><li>Buy-and-hold strategy </li></ul>
  4. 4. What’s the overall philosophy ? <ul><li>“ Normalized framework” </li></ul><ul><li>Company’s competitive positioning and strategy </li></ul>
  5. 5. When apply ing that framework, which companies Shaw like s? <ul><li>EMC : </li></ul><ul><li>a leader in the storage space </li></ul><ul><li>a provider of networked information storage systems </li></ul><ul><li>positive free cash flow </li></ul>
  6. 6. Company that’s a little risky <ul><li>Cisco (CSCO) </li></ul><ul><li>T he largest provider of : </li></ul><ul><li>Routers </li></ul><ul><li>Switches </li></ul><ul><li>Services business </li></ul><ul><li>Advanced technologies </li></ul>
  7. 7. To conclude <ul><li>Richard Shaw : “Voice, video, and data are breathing new life into tech stocks.” </li></ul>
  8. 8. To read more <ul><li>http://www.blackenterprise.com/magazine/2009/12/01/don%E2%80%99t-miss-the-tech-stock-revival/ </li></ul>
  9. 9. <ul><li>Thank you for your attention! </li></ul>

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