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Tech And Growth Stocks: Positioning Your Portfolios For Q2 2022


  • We seemed to have emerged from the tech stocks bear market bottom as we moved into Q2'22.
  • We believe the secular themes undergirding tech and growth stocks will continue to play out in Q2.
  • We discuss the key themes that investors should focus on.
  • I do much more than just articles at Ultimate Growth Investing: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

New York during the COVID-19 emergency.

Massimo Giachetti/iStock Editorial via Getty Images

Investment Thesis

We are in Q2'2022! Just slightly more than a month ago, the unthinkable happened as Russia invaded Ukraine. Even though the signs were brewing, few would have thought Russia would launch a full-scale invasion.

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This article was written by

JR Research profile picture

JR Research is a seasoned investor with a background in economics. He focuses on identifying growth companies, market trends and growth opportunities. His approach combines price action with fundamentals.

He runs the investing group Ultimate Growth Investing, which specializes in identifying high-potential opportunities across various sectors. The group is designed for aggressive investors seeking to capitalize on high-growth opportunities, and investors looking for growth opportunities at a reasonable price. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AAPL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (11)

Thanks. I am going by your recommendations and also with decent margins and cashflows. Entered quite a bit at the recent bottom on se shop pypl meli amd nvda pins Etsy veev goog amzn fb coin rblx u zs crwd asml Lmrx smh sq

Do have a lot of others that are negative or low on margins and cashflows. Trying to get rid as opportunities come.
JR Research profile picture
@bhanusutraye Thanks for sharing your buys. It seems like you managed to get in at reasonable prices, congratulations!
SkiTheGoodStuff profile picture
Thanks for the article. Any stock price concerns related to the lawsuit filed against GOOGL/APPL regarding Google being the default search engine in APPL (for a hefty price)? This is as has been a nice financial win-win arrangement for both companies to date.
JR Research profile picture
@SkiTheGoodStuff You are welcome. Not in the near term. The $15B is lucrative, but anything material or adverse could take a while.
alchemist11 profile picture
Nice info. For tech for me it's APPL, AMD, AVGO, MU, NVDA, and QCOM. I also like NUE as a growth stock in a different sector.
JR Research profile picture
@alchemist11 You are welcome! Interesting list on semis. QCOM and MU recent weakness has added more opportunities. Same for AMD. NUE is interesting as well, worth a look.
Finding Value profile picture
Thanks for an interesting meta view of tech (no reference to former-FB intended. What investors sometimes overlook in focusing on the possible effect of interest rates is how many of these companies are the real drivers for US growth, security and competitiveness.
JR Research profile picture
@Finding Value You are welcome! Yes, too much focus on near-term risks, but forgot about the underlying drivers of digitization still going strong.
Interesting . How do you define high growth stock ? I’m not sure if semi is high growth stock .. non msft and meta . There is a compression between Growth and stock price . Market do have a shift of focus in projected rate hikes.. probably only count profit in the short term , say 3 years
JR Research profile picture
@heung We use the comps set from public comps.
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