This has not happened before, but we are revealing today our personal shortlist of stocks. As explained in our recent post Follow The Stock Market Retracement. Are You Preparing Your Shortlist?, it is imperative to ALWAYS hold some cash for new opportunities passing by.
Moreover, as the great Stan Druckenmiller once said, you should be looking for those great ‘shopping deals’ which make you really excited, once or twice per year. So here is a small market correction, which could become bigger as the U.S. Fed could bring some volatility tomorrow.
We have not revealed the full list of stocks on our shortlist, but, exceptionally, we are willing to share that with our readers, in public. And yes, you are free to challenge our stock picking skills in a couple of weeks/months.
We are not going to give an in-depth analysis on why we like these companies. Needless to say, if you really would like to have more details, you can reach out to us with your question(s).
As you will notice, this is a shortlist focused on technology. Though we like some other industries and individual stocks, we stick to the tech sector because it has vastly outperformed all other sectors, and that’s our number one indicator to stick to that sector.
BIOTECH & HEALTH
Exelexis (EXEL)
BioTime (BTX)
ABIOMED (ABMD)
PRA Health Sciences (PRAH)
Savaria Corp (SIS.TO)
SEMICONDUCTORS
Inphi Corp. (IPHI)
Applied Materials (AMAT)
Activision Blizzard (ATVI)
Cirrus Logic (CRUS)
CLOUD COMPUTING
Veeva Systems (VEEV)
Electronic Arts (EA)
SECURITY SERVICES
Symantec Corp (SYMC)
Palo Alto Networks (PANW)
PAYMENT SERVICES
Fiserv (FISV)
Note: this is not financial advice or a recommendation to buy any of these securities, do your own due diligence and consult your financial advisor.
