Canaccord Genuity 2012 Technology Outlook - Top Picks
Tweet Send to a FriendGet Alerts ADI Hot Sheet
Price: $46.37 -0.62%
Rating Summary:
8 Buy, 15 Hold, 0 Sell
Rating Trend:
Up
Today's Overall Ratings:
Up: 12 | Down: 19 | New: 21
Rating Summary:
8 Buy, 15 Hold, 0 Sell
Rating Trend:
Up
Today's Overall Ratings:
Up: 12 | Down: 19 | New: 21
Trade ADI Now!
Canaccord Genuity 2012 Technology Outlook - Top Picks
"After a year in which global macro machinations drove stock correlations to record highs, the Canaccord Genuity technology team is hopeful that 2012 will be a year in which favorable returns are the reward for superior fundamental analysis. Our team remains positively inclined on the technology sector in general, with noted caution around PC growth trends and near-term supply constraints. Secular trends are most favorable in Mobile (smartphone growth, the proliferation and monetization of mobile advertising, advanced embedded functionality, etc.), Cloud-based services (social applications, eCommerce, etc.), and New Media (favorable OTT trends and implications for the connected living room). Our top picks focus incrementally on product cycle stories and businesses that are well positioned to be the beneficiaries of established growth trends."
2012 Top Technology Stock Picks:
Analyst Bobby Burleson on Semiconductors: Analog Devices (NYSE: ADI), IDT Corp (Nasdaq: IDTI)
Analyst T. Michael Walkley on Communications Technology: Apple (Nasdaq: AAPL), QUALCOMM (Nasdaq: QCOM), Sierra Wireless (Nasdaq: SWIR)
Analyst Jeff Rath on New Media & Location Technology: Trimble Navigation (Nasdaq: TRMB), Velti (Nasdaq: VELT), KIT digital (Nasdaq: KITD), Rovi Corp (Nasdaq: ROVI)
Analyst Richard Davis on Enterprise Software: Software: salesforce.com (NYSE: CRM), Nuance Communications (Nasdaq: NUAN)
Analyst Michael Graham on Internet: Google (Nasdaq: GOOG), Zillow (Nasdaq: Z)
Join StreetInsider.com FREE and get immediately alerted when news breaks on your stocks and other market items - JOIN NOW
*NEW - Download StreetInsider's FREE iPhone and iPad App - Click Here
"After a year in which global macro machinations drove stock correlations to record highs, the Canaccord Genuity technology team is hopeful that 2012 will be a year in which favorable returns are the reward for superior fundamental analysis. Our team remains positively inclined on the technology sector in general, with noted caution around PC growth trends and near-term supply constraints. Secular trends are most favorable in Mobile (smartphone growth, the proliferation and monetization of mobile advertising, advanced embedded functionality, etc.), Cloud-based services (social applications, eCommerce, etc.), and New Media (favorable OTT trends and implications for the connected living room). Our top picks focus incrementally on product cycle stories and businesses that are well positioned to be the beneficiaries of established growth trends."
2012 Top Technology Stock Picks:
Analyst Bobby Burleson on Semiconductors: Analog Devices (NYSE: ADI), IDT Corp (Nasdaq: IDTI)
Analyst T. Michael Walkley on Communications Technology: Apple (Nasdaq: AAPL), QUALCOMM (Nasdaq: QCOM), Sierra Wireless (Nasdaq: SWIR)
Analyst Jeff Rath on New Media & Location Technology: Trimble Navigation (Nasdaq: TRMB), Velti (Nasdaq: VELT), KIT digital (Nasdaq: KITD), Rovi Corp (Nasdaq: ROVI)
Analyst Richard Davis on Enterprise Software: Software: salesforce.com (NYSE: CRM), Nuance Communications (Nasdaq: NUAN)
Analyst Michael Graham on Internet: Google (Nasdaq: GOOG), Zillow (Nasdaq: Z)
Join StreetInsider.com FREE and get immediately alerted when news breaks on your stocks and other market items - JOIN NOW
*NEW - Download StreetInsider's FREE iPhone and iPad App - Click Here
You May Also Be Interested In
- Morgan Stanley Maintains Bullish Stance on Walter Energy (WLT)
- Wells Fargo Starts CorEnergy Infrastructure Trust (CORR) at Outperform
- Adobe (ADBE) Posts Positive Creative Cloud Subscriber Surprise in Q2 - Jefferies
Create E-mail Alert Related Categories
Analyst Comments
Login with Facebook
Sign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!
