Best Tech Investing Themes As Apple's Market Cap Hits $3 Trillion: UBS
Mark Haefele of UBS names four themes he expects to beat the tech sector broadly — and big names like Apple specifically — over the next few years.
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Mark Haefele of UBS names four themes he expects to beat the tech sector broadly — and big names like Apple specifically — over the next few years.
According to Luke Lloyd, an investment strategist at Strategic Wealth Partners, such a pullback is a healthy thing near all-time highs, and investors shouldn't sweat it. At the end of the day, tech stocks are still a good investment, he said, and they can justify the high valuations that have led some to cry of a bubble. Especially consider valuations of some stocks tied to an economic reopening, like airlines and cruise lines. "A lot of these [reopening] stocks from a valuation standpoint are higher than they were the day before the pandemic. The thing is, they're not making any money," Ll...