J.P. Morgan's Thomas Lee notes that several laggards in the first quarters of 2009-12 rebounded...
J.P. Morgan's Thomas Lee notes that several laggards in the first quarters of 2009-12 rebounded in Q2, so he figures select tech stocks look appealing now. Tech's forward P/E ratio is below the market's for the first time in 17 years, Lee says. His most noteworthy call is to buy Apple (AAPL), which slid 16% Q/Q. Some other favorites: BRCM, CHKP, ESRX, MYL, TASR, CHS, F, COF.
From other sites
Video at CNBC.com (Tue, 5:00AM)
Video at CNBC.com (Mon, 11:40AM)
at CNBC.com (Mon, 7:18AM)
Video at CNBC.com (Fri, 5:30PM)
Video at CNBC.com (Fri, 4:15PM)
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