Updating The List Of Tech Stocks I Follow

By: ispeculatornew
Date posted: 09.16.2013 (3:00 am) | Write a Comment  (4 Comments)

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$ORCLNot a big surprise but I’m a big fan of trading tech stocks. Why? Because I feel like I’ve developed a good understanding of the sector. I mostly trade them as part of my long & short strategy but I’ve also taken bigger positions for long term trades on stocks that I truly believe in. It does not happen frequently but last year I bought some Facebook (FB) and this year I got into Apple (AAPL). I try to be up-to-date in terms of news, earnings, new products and anything else for a group of stocks. You can see the entire list here:

Stocks I Follow

Every year, I make a few updates to this list in the hopes of:

-removing names that I’m unable to get a good feel on (thus unable to trade)
-adding new names that I think could make good trades

This year, I am adding one stock and also expect to add another one later this year. The other day I read a very interesting analysis along with a compelling case for owning Oracle (ORCL) over Microsoft. I’m not exactly sure if I agree but the arguments certainly made sense so I will try to do more research on Oracle and will be adding it to my list. The company does not directly compete with Microsoft but rivals it as a top software company in the world.

The second name is one that I’ll comment on later this week. I’m a big fan of Twitter and am absolutely thrilled to see it file its S-1 with an expected IPO later this year. As was the case for Facebook, I’ll likely stay on the sidelines for a few weeks/months as the stock’s debut could be bumpy. I’ll wait a few more days to give you my exact thoughts on Twitter!

Stocks I’ll Remove

To be honest, I’m a bit disappointed with several of the stocks on my radar. Why? I’ve had a very difficult time trading Chinese stocks in the last few months so I’ve been staying away from stocks such as Baidu (BIDU), NetEase (NTES), Sohu.com (SOHU), CTrip (CTRP). Why? There just isn’t that much information coming out so I’m having a difficult time getting a good feeling about them. Also, the Chinese market in general has been extremely volatile. I am hopeful that in the coming months I’ll be able to find better sources of information.

There are other stocks are simply too small or that I don’t see myself trading anytime soon. I will be removing these 3 stocks for now:

MakeMyTrip Ltd (MMYT): The India based company seemed promising but it remains a far smaller player than what I’d like to be investing in. I don’t have much knowledge of the Indian market either so even though trading online travel stocks has worked well, I don’t think this one should be on my list.

Netease (NTES): It will remain very difficult for me to get a good feeling for a company that operates many different businesses in China. I don’t see myself getting a good feel about the company anytime soon. My only source has basically been looking at financial statements and a few 3rd party research papers. Nothing close to what I’d need though.

Sohu.com (SOHU): Same arguments as for NetEase.

Once Twitter does turn public, I will be up to 41 stocks. I’m also hopeful that a few others including Dropbox do go public at some point next year. Time will I guess!

Here is the full list of stocks that I follow:

Adobe Systems Inc (ADBE)
Amazon.com Inc (AMZN)
Apple Inc (AAPL)
Baidu Inc (BIDU)
Blackberry Ltd (BBRY)
Blue Nile Inc (NILE)
Ctrip.com International Ltd (CTRP)
Demand Media Inc (DMD)
Dice Holdings Inc (DHX)
eBay Inc (EBAY)
Expedia Inc (EXPE)
Facebook Inc (FB)
Google Inc (GOOG)
Groupon Inc (GRPN)
IAC/InterActiveCorp (IACI)
LinkedIn Corp (LNKD)
Microsoft Corp (MSFT)
Monster Worldwide Inc (MWW)
Netflix Inc (NFLX)
OpenTable Inc (OPEN)
Oracle Corp (ORCL)
Orbitz Worldwide Inc (OWW)
Pandora Media Inc (P)
priceline.com Inc (PCLN)
QuinStreet Inc (QNST)
Rackspace Hosting Inc (RAX)
Rosetta Stone Inc (RST)
Travelzoo Inc (TZOO)
TripAdvisor Inc (TRIP)
Trulia Inc (TRLA)
ValueClick Inc (VCLK)
WebMD Health Corp (WBMD)
XO Group Inc (XOXO)
Yahoo! Inc (YHOO)
Yandex NV (YNDX)
Yelp Inc (YELP)
Youku Tudou Inc (YOKU)
Zillow Inc (Z)
Zynga Inc (ZNGA)

Do You See A Stock That I Should Add Or Remove?

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  1. Comment by Ken — September 16, 2013 @ 11:30 am


  2. Comment by Johan Lindén — September 19, 2013 @ 5:05 am

    I understand why one would focus on the American market, but truth is, it is one of the most expensive markets in the world.

    You say Apple is cheap? How about taking a look at Samsung. I’d like to think it is a big enough player to be considered.

    That’s just one tip for now.


  3. Comment by IS — September 19, 2013 @ 9:04 am

    @Johan – I absolutely see your point and might become more active at some point but for now it involves too much in terms of fees (taxes, conversions, etc) and time (having proper accounts, etc). I could do pink sheets but so far I’ve stayed away.

    In terms of Samsung, I’m not sure if it would be a better fit. The P/E is comparable and while the revenues and earnings have been able to grow significantly, it’s a lot more volatile and difficult to predict. I guess time will tell. Do you own any? If so, on which market did you buy it?

    @Ken – Thanks a lot for the feedback, I’ll have to look into those

  4. Comment by Johan Lindén — September 20, 2013 @ 2:35 am

    I don’t own any at the time.

    I just wonder if the ecosystem of Apple can make sustain such an enormous difference in market cap to a solid competitor as Samsung. Samsung is leading in so many technology fields besides phones.

    Taking about overpriced high-tech design, Apple might as well be the new Bang & Olufsen. In the long-run technical innovation will be the thing that survives.

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