Goldman Strategist Sticks with GOOG, AAPL, RIMM, & EBAY
On the technology framework: Goldman refreshed its favorite and least favorite technology picks based on growth and value. Goldman’s 5 favorite picks are Apple (AAPL), Cognizant (CTSH), eBay (EBAY), Google (GOOG), and Research-in-Motion (RIMM). Goldman’s least favorite picks include AMD…
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On the technology framework: Goldman refreshed its favorite and least favorite technology picks based on growth and value.
Goldman’s 5 favorite picks are Apple (AAPL), Cognizant (CTSH), eBay (EBAY), Google (GOOG), and Research-in-Motion (RIMM).
Goldman’s least favorite picks include AMD (AMD), CSG Systems (CSGS), Red Hat (RHAT), Teradyne (TER), and Unisys (UIS). AMD (AMD) was replacing Hewitt (HEW), making it a new "least favorite.".
Goldman noted that the favorites list is up 28% since 9/21 2005 and the least favorite group is up 6% while the S&P is up 16% and the NASDAQ up 15%.
Its December 2006 Sector strategy also lists IT, Health Care, & Energy as the best growth & value combined sectors, and it says Financials, Consumer Discretionary Spending, and Utilities are unattractive.
Jon C.Ogg
December 1, 2006
Contact [email protected] for any questions or corrections.
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