Top 10 Tech Stocks To Watch in 2021

The question was on buying Google or Apple. He likes all the big techs. They are safe havens which will see very good earnings per share growth over the next 3 to 5 years through cost cutting. This includes Amazon which has some of the best businesses in the world, not the retail part though,…

Is cutting 9,000 more jobs Job cuts are coming in their most profitable division to protect margins. This is important. The consumer is weakening and business spending is shrinking. Tech is in a recession (for the past 6 months). Doesn't mean stock prices will decline further.

In the space of just one week--SVB and Credit Suisse meltowns--we've  gone from expecting the Fed from raising rates by 0.5% to cutting. It will be the most-anticipated Fed meeting (next week) in recent meeting. The next move is significant, and we don't know what. Their dilemma: raise or cut? When rates move up, it's…

Good entry point or wait? He'd like to add in lower, but it holds in so well. One of the best all-weather stocks you can have. Performs well in periods of volatility, element of safety. Main driver will be continuing to get that install base, as services growth is where the story's going to come…

The macro background of the countries they operate in are not that strong for the most part. They need to control their costs and price some of their lines better but should turn to profitability. Too expensive.

It has fallen with the tech sector but not as much and is now at a good price. It has been an early investor in AI and signs are that this is helping the BING search engine and search engines are one of the most profitable areas in the tech sector due to advertising. BING…

Its CEO is the modern da Vinci as they make generative AI. If ChatGPT takes off, demand will outstrip supply, and Nvidia is the best-positioned company. Buy and hold, buy on dips.

(A Top Pick May 09/22, Up 24%) It is a consolidator of software companies and is now spinning off a new one called Lumin which should start trading soon. Last year it spun off a company called Topicus. Constellation Software is still an undiscovered stock. Its brilliant management has built a great runway of growth…

(A Top Pick May 14/21, Down 80%) Has been hit hard by tech selloff. Has sold shares in company. Serious business problems in Brazil (regulatory issues with accounting). Pandemic made things worse in Brazil.

Alibaba Group's mission is to make it easy to do business anywhere. The company aims to build the future infrastructure of commerce. It envisions that its customers will meet, work and live at Alibaba, and that it will be a good company that lasts for 102 years. Social media mentions are up 211% in the…