"We believe that the recent relative strength of tech stocks is the start of a longer term trend, not merely a flash in the pan," says Jim Oberweis and Dave Covas.
In The Oberweis Report, the money managers and small cap advisors explain, "Our confidence stems from the emergence of the next Killer Apps, which drive technology cycles because they change how we live our lives." Here, they make a case for technology and offer a trio of small cap favorites.
"During the 1980's and early 1990's, the personal computer was the Killer App. During the late 1990's, it was the Internet. During this decade – zilch. Until now. The next Killer Apps – video-on-demand and ubiquitous high-speed wireless connectivity – are coming.
Closing Bell: Economic Catapult for Thanksgiving & Black Friday (WMT, TGT, GRMN, GOOG, MSFT)
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Reid Hoffman: LinkedIn will go public (at some point)
