Top 10 Tech Stocks To Watch in 2021

Right now, trading at 28x earnings. EPS is $100 roughly. They allocate $20B to R&D and produces many things like VR, AR, automated driving. These tech will make lots of money. See a bright future for Google. (Analysts’ price target is $3200.88)

Can buy now. A fairly recent entry to his portfolio. Always a mystery from a financial standpoint. Becoming more traditional in their accounting and how they allocate capital. New CEO that is investing heavily in distributions and fulfillment centres. More same day delivery is coming. Cloud business is the best in the world too. Getting…

It's too powerful to suffer the headlines. She's long Facebook and still believes in it. Overall, we're closer to the end of this dramatic shift from TV ad revenues to digital.

Likes Apple. Apple is slightly less expensive on valuation than Microsoft. Their franchise is second to none. They came out with the iPhone 13, which was not particularly flashy, but the expected sales is positive. There are aging iPhones and the replacement cycle will be enormous. They have a good formula for success. Multiple has…

Purchased it recently in one of his funds. It is the latin-american version of Amazon. Their operations focus in Brazil, Argentina and Mexico. E-commerce will continue to grow, and it is a good way to get exposure in an area that is not typically on investor's radar. It is expensive, but it may always be…

Likes Apple. Apple is slightly less expensive on valuation than Microsoft. Their franchise is second to none. They came out with the iPhone 13, which was not particularly flashy, but the expected sales is positive. There are aging iPhones and the replacement cycle will be enormous. They have a good formula for success. Multiple has…

(A Top Pick Oct 21/20, Up 64%) Continues to buy. Exponential growth in everything it touches. Historical 5-year growth rate of about 23%, and looks to be topping that at 25%. Beat earning expectations 38 out of last 40 quarters. Be careful of where the tech market goes. Be prepared to take profits.

SHOP vs. Constellation Software E-commerce continues to proliferate our economy, and SHOP grows organically. In contrast, CSU is more of a growth-by-acquisition story, buying software companies to grow in size. Therefore, CSU is safer, but SHOP has much better growth prospects. SHOP recently did a deal with Facebook. SHOP and CSU are apples vs. oranges.…

The Brazilian Paypal. In digital payments. In Brazil, they are still cash based but are making the transition. Their stock price retreated following covid cases flaring up and affecting business in Brazil. As Brazil emerges from covid, it should do well. (Analysts’ price target is $87.00)

The political lens is not helpful. Structural headwinds, but the underlying e-commerce market is not going to disappear. Don't buy BABA in the US; you must buy in China or Hong Kong. Danger of delisting. Reasonable value. OK if you can stomach the risks, but if you can't then don't buy.