Monday, July 06, 2009

Dan Niles Interview - Technology Investing

Dan Niles interview with Maria Bartiromo. Formerly with Lehman, Neuberger, and now Alpha One Capital Partners

- Opportunities in technology especialy where consumers can get value - eBay, Amazon (sales tax savings)
- Nasdaq move is justified - no balance sheet issues, no inventory depletion
- Eric Schmidt said sustainability and strength in mobility
- Everything is moving towards mobile - cell, PCs convergence
- Unemployment not improving as much
- Tech companies still inexpensive even with rally, with pristing balance sheets
- Likes eBay - cheap, analysts don't like it, strong CEO, Paypal strength, characteristics of what Dan Niles likes
- Buy Alcoa after reporting earnings


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