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This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...
Waddell & Reed's Erik Becker and Gus Zinn are avoiding potential losers in the mobile space while stacking their core portfolios with firms likely to benefit from global smartphone adoption.
Software is the key to this hardware firm's success.
We saw a higher level of trading by our top managers in the most recent period.
Though pockets of weakness have emerged, we expect well-positioned tech and telecom firms will continue to prosper.