Top 10 Tech Stocks To Watch in 2021

Prefers the L stock (no votes). Shares are off 22%. Revenue growth has slowed. Has $100 billion in free cash flow. They continue to dominate web search. They own Androids, which is half the phone market. They are #3 in cloud computing. He expects GOOG to return to previous highs in 18 months. (Analysts’ price…

He has owned this. You're buying this for its 5-10-year growth. Their retail business is getting more profitable though at a 3% margin; their cloud business is #1 at a 70% margin; and they're increasing advertising which has a 40-50% margin. Amazon Prime continues to grow and could raise prices. Can't say you will make…

They have a major transformation going on. Reels is on the uptick and metaverse will be operating soon and be exciting, says CEO Zuckerberg and he agrees. And yet, Meta gets downgraded like some digital ad company. Meta is more than that.

A great opportunity. Don't often get a chance to buy on the cheap. Such a long runway to price target. Phenomenal moat. Extremely profitable. Still a high bar on innovation. High margins on services, about 67%. Yield is 0.69%. (Analysts’ price target is $184.42)

Selling puts Take some of the risk away, if there's an ugly blow-up a la PayPal and Meta of this past week.

It has sold off with the market and is down 27-28% year-to-date. As a tech company it is more infra-structure and service focused than advertising like Google and Facebook. It is already embedded in millions of companies around the world and allows migration to the cloud.

Sold it when shares rallied, then bought back some. Trades at a 28x PE and growing at 30x when it should be 60x. But buy it gingerly because sellers always sell when this stock goes up. He's looking very long-term with this.

Not convinced they'd do a stock split. Top stewards of capital and acquisitions. Trading just below what he'd consider a stop level. See his Twitter feed (@SC_FUNDS) after the show for an example of a stop loss for CSU.

It's one part bank, one part Shopify in Brazil, but it's been hammered 90% because of Covid in South America. Question: Did they issue loans they shouldn't have? Will their shopping component be as robust as expected? Revenue growth looks solid. Take a close look at it and follow its fundamentals for a few quarters.…

Valuation is incredibly cheap, because the Chinese government put the hammer down. If you want to own a Chinese stock, this is probably the best one to own. There's probably upside, but there's still that Chinese risk.