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Small-Caps Have Much Steam Left In Them: Analyst Tells CNBC (AKAM, JDSU)
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Posted on 02/05/10 at 8:12am by Ed Liston
Talking with CNBC, Lori Calvasina shared her outlook about the market.
According to her, small caps are getting increasingly expensive but still have potential left in them. She said that generally, small caps outperform large caps during and after the recovery phase.
She is bullish about the tech sector but also had some reservations. She said that the tech sector, along with the semiconductors and semiconductor equipment sector, is an expensive segment. She has buy rating for Akamai Technologies (NASDAQ: AKAM), Brightpoint (NASDAQ: CELL) , JDS Uniphase (NASDAQ: JDSU) and Echostar (NASDAQ: SATS). Her sell list includes Palm (NASDAQ: PALM) , ATMI (NASDAQ: ATMI) and Amkor (NASDAQ: AMKR).
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