02-28-2017, 04:00 PM
I'm a big fan of the tech sector and I truly believe it'll continue to disrupt (even faster) the world as we know it. From auto, travel, entertainment, retail, even healthcare industries will be disrupted at some point by the top tech companies of our generation.
I'm long QCOM, APPL, CSCO, IBM and GOOG (not on the dividend portfolio), long V as well but I count it as Financials. I've been following MSFT for a while to get in and almost pulled the trigger during the Linkedin acquisition, I didn't as I expected prices to drop further and I was wrong. Have been chasing ever since...
AMZN (wrongly categorized as retail as to me is a pure Tech company) is my other sin stock, almost bought at $300 and didn't... still regret today...
Back to dividends, CSCO and QCOM today offer the best value IMHO, agree!
I'm long QCOM, APPL, CSCO, IBM and GOOG (not on the dividend portfolio), long V as well but I count it as Financials. I've been following MSFT for a while to get in and almost pulled the trigger during the Linkedin acquisition, I didn't as I expected prices to drop further and I was wrong. Have been chasing ever since...
AMZN (wrongly categorized as retail as to me is a pure Tech company) is my other sin stock, almost bought at $300 and didn't... still regret today...
Back to dividends, CSCO and QCOM today offer the best value IMHO, agree!