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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%.
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Comments (2)
  • Anonymous 2
    , contributor
    Comments (367) | Send Message
     
    Would be interested in seeing a list of Hi Tech companies traded on the NYSE and or available to U.S. Investors which are known global leaders in the various hi Tech sectors which have been consistent dividend payers over the past few years. Obviously an ETF which focuses on such attributes would be of interest to those seeking some diversification.
    26 Feb 2013, 07:46 PM Reply Like
  • The Patriot
    , contributor
    Comments (352) | Send Message
     
    With some due diligence, you can roll your own ETF with 5 or so
    best of breeds.
    26 Feb 2013, 08:26 PM Reply Like
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