Get Ready for an Apple Snapback
Over the last year, I have been rather vocal here at Real Money Pro about my views on the smartphone bloodbath and how such a battle royale will eventually emerge in the tablet space. I don't see any change to that view, so I continue to favor those companies -- Skyworks Solutions (SWKS), Qualcomm (QCOM) and Broadcom (BRCM), to name a few -- that benefit from the continued growth in smartphones and the shift from PCs to tablets.
That does not mean we turn a blind eye to those rare opportunities to snap up shares in companies that have been at the forefront of the changes in the way consumers and companies consume, interact with each other and create content. Looking at the near-11% drop in the Nasdaq Composite index over the last several weeks, several companies fit that bill. At the top of the list is Apple (AAPL). ...464 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.
Already a Subscriber? Please login.
