My 5 Hot Tech Picks: Fund Manager
“There are a lot of reasons to like the technology sector,” Donlon told CNBC. “[They have] very strong balance sheets, great job at cost cutting, very attractive on a free cash flow yield basis, beneficiary of the weak dollar, and inventory levels are still very lean.” (Read below for his full stock picks.)

CNBC Data Pages:

Going forward, Donlon said tech investors will have to be more discretionary in terms of stocks they’re involved in.

“We look for companies with long-term secular growth drivers that are gaining market shares in their industries, are building sustainable competitive advantages and barriers to entries within their businesses, as well as well-positioned to take advantage of stronger relative growth overseas in terms of emerging markets.”

More Market Intelligence:

Donlon Likes:

EMC

Autodesk

Crown Castle

American Tower

SBA Comm. ______________________________CNBC Slideshows:Biggest Tech Blunders in the Last 25 Years

______________________________



Disclosure:

Donlon’s firm owns shares of EMC, ADSK, CCI, AMT and SBAC.

______________________________

Disclaimer