Company-specific risk for tech stocks is at its highest level in 5 years, claims Morgan...
Company-specific risk for tech stocks is at its highest level in 5 years, claims Morgan Stanley's Adam Parker. He thinks this "typically this bodes well for alpha generation in the technology sector," and suggests investors focus on individual equities rather than sector/thematic plays. Meanwhile, Bespoke observes 28 out of 70 S&P 500 tech stocks (40%) now yield more than 2%, giving them a payout above that of 10-year Treasurys. STX tops the list at 4.9%, followed by INTC at 4.35%.
From other sites
at CNBC.com (Jan 16, 2015)
Video at CNBC.com (Jan 16, 2015)
at CNBC.com (Jan 12, 2015)
at CNBC.com (Dec 2, 2014)
Video at CNBC.com (Dec 2, 2014)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs