16:53 ET Barron's Roundtable : In part II of its annual roundtable, Barron's lists the picks of several money managers: Oscar Schafer: PRX, VAS, PFG, RDY; Art Samberg: WDC, MXO, RDRT, HTCH, STJ, VAR, AMGN, HYC; Mario Gabelli: CHG, SWX, RMG, SSP, L, CVC, MEG, PAX, LC, BRW, CHE, GET, TV.
16:45 ET Technology Wave : This week's Barron's cover story argues that the next wave in technology spending will begin this year, but goes on to say that the growth rate of IT spending will be significantly slower than in the late 1990s, that stock valuations already anticipate a rebound, and only points to well-worn examples of tech sectors likely to lead the way: security, disaster recovery, storage, contract manufacturers, wireless networking, and 3G wireless. |
