12-09-2013, 11:00 AM
Thanks for the thoughts everyone. I'm thinking more and more that I will increase my exposure to tech, though I still have a lot more learning to do before I get comfortable. Given that I want to stick with the larger, more well-covered names, and that a decent starting yield matters to me, I think my universe for further study is:
CSCO, AAPL, INTC, IBM, and MSFT.
I think CSCO could be the one I move on first, as it appears at first glance to be the most beaten-up of the lot at the moment. Also, my gut tells me (danger! danger!) that this "internet of things" revolution is a real thing that is about to happen, rather than just another catchphrase. For example, as detailed in this MarketWatch article. Do you think it is wishful thinking? Already priced in?
CSCO, AAPL, INTC, IBM, and MSFT.
I think CSCO could be the one I move on first, as it appears at first glance to be the most beaten-up of the lot at the moment. Also, my gut tells me (danger! danger!) that this "internet of things" revolution is a real thing that is about to happen, rather than just another catchphrase. For example, as detailed in this MarketWatch article. Do you think it is wishful thinking? Already priced in?