While the Tech sector has outperformed consistently across 2016 and 1H17, within the sector itself there have been some large performance reversals during the past 6 months.
4 Stock Picks
These are not the tools we use to pick stocks On a daily basis, we use fundamental bottom-up analysis to find great longs and shorts. In the last year, our shorts have trended towards companies that are adding debt, wasting cash, and making stupid acquisitions (sometimes using equity). Intel (INTC), Sabre (SABR), Keysight Technologies (KEYS), and MicroSemi (MSCC) all fit the bill…