Top 17 Virtual Reality or Augmented Reality Tech Stocks

It has long been the poor stepchild of INTC-Q. Now they are competing with NVDA-Q, which is being hit by a competing game. The chips were used to mine bitcoin but that is no longer profitable. When they hit a product it can really move the company. He prefers Broadcom. (Bruce Murray)

Unfortunately, it had a big earnings miss. A very whippy stock. It can be a big pop or a big drop on earnings numbers. There is a lot of hype and expectations. Technically it has broken because of its bad earnings quarter, and it is going to face a long road up. (Cameron Hurst)

Not a fan because of the regulatory issues. It's not a long-term hold. She has a small short on it. As the US dollar rises, US earnings are worth less, but she wouldn't worry about this aspect. It's a good trade, as there is always lots of news on the stock, but you have to…

Regulatory overhang? There are serious concerns with antitrust and privacy laws with this one and in his opinion they are only likely to intensify. Valuation and fundamental growth looks OK. It's got monopoly power. It's investing in all the right business lines. Really likes it long term. Reasonably priced, it's growing, it's in all the…

(A Top Pick Jan 25/16. Down 1.98%.) *Short*. Shorted this because we were having momentum to the downside in the market. Also, this had a high valuation. (John Stephenson)

The problem with this company is that it is a slow growth business. In the tech world there are companies that grow much faster. There are better opportunities out there where you are not paying a huge multiple for them. (Paul Harris, CFA)

MSFT trades at 21x earnings and pays a nice dividend that will grow. Their issue is that MSFT is an enterprise company dealing with large companies. People are moving a lot more to the cloud. This will make huge margins through Office 365, cloud and their LinkedIn purchase. As more people go to the cloud,…

These stocks do well in Q4, and NVDA is the momentum player. October to February, this sector outpaces the benchmark return by 28%, coinciding with the semis and tech sectors. But last Q4, this fell along with the whole market. In 2018, this sector hit lows and have since started to emerge higher to find…

On his shopping list. Bit more expensive on a PEG ratio than Ericsson, but he'd recommend it. (Kim Bolton)

He bought a $175 July call for $8 and sold twice as many $190 July expiry. That's a ratio call spread: he bought a call at a lower strike price and sold twice as many calls at a higher strike price; his higher strike was $190. So if Apple trades up to $190, he starts…

The stock is acting well. The volume is not much. It has been acting well after the Pokey man thing. He would continue to own this. (Elliott Fishman)

Virtual reality and a chipmaker? This is a chip company and they make chips for some of the virtual reality and augmented reality pieces. It has big potential. The stock fell really, really hard on earnings, but has recently come back again. The company is going to be volatile, but one of the few plays…

This is not only a technology company. Much of its earnings are coming from games and movies. Both those areas are very difficult to predict. He sees better value elsewhere. (Lorne Steinberg)

(A Top Pick July 8/09. Down 17.33%.) Touch screens technology and there was a competitive product that was driving prices down. Sold his holdings. (Gordon Reid)

An old-tech play that still has 71% upside. A new CEO can hopefully shake things up. A good place to hide in the semi-conductor space. You can't even see a measurable pullback in its December trading -- really stands out. Yield 2.6% (Analysts’ price target is $53.00) (Brian Acker, CA)

The CEO last week said second-half earnings will increase sharply. Their cash position has improved dramatically and they are now trading at 5 times earnings. Too cheap to ignore. Yield 0%. (Analysts’ price target is $47.30) (Peter Hodson)

 He has been cautious on tech generally as there has been so much money going into the sector.  The valuation is still cheap, but getting towards higher levels and recent earnings did not prove up these metrics.  He would look to add to his position on this pullback.  (David Dietze)