Investors have been extremely averse to buying back into the tech sector after getting burned in the wake of the technology bubble bursting back in 2000-2002. Although prices have rebounded since then, shares in this sector have, in aggregate, failed to generate excitement. With the exception of crowd-pleasers such as Google (GOOG) and Apple (AAPL), technology shares have essentially “missed” this cycle and have performed roughly in line with the broad market. However, the stars are beginning to re-align and technology shares may benefit from key emerging secular trends that will likely change the business landscape in the years to come. Indeed, several big name technology companies such as IBM (IBM), Texas Instruments (TXN), Hewlett-Packard (HPQ), Oracle (ORCL), and Cisco (CSCO) are on our “Strong buy” list, and are well-positioned to beat the market over a 3-12 month time horizon.
Posts Tagged ‘CSCO’
Technology: The Way of the Future
Wednesday, September 16th, 2009
20 Stocks With High Net Cash
Wednesday, April 22nd, 2009Companies with large amounts of cash have a greater ability to withstand the pressures of a recession and are well positioned to expand their businesses through takeovers if such opportunities present themselves. However, we believe that an analysis of a firm’s cash position would be incomplete without also considering their debt burden. As a result, we have conducted a study of firms with large cash on hand and subtracted total liabilities to determine their net cash position.
The list below shows 20 of the largest firms with high net cash.
