Strategist Recommends Apple, Akamai, Atheros (AAPL, AKAM, ATHR)

According to the latest survey conducted by KPMG, technology-firm CEOs are optimistic about the future. In an interview with CNBC, Brad Gastwirth, executive managing director of ABR Investment Strategy, discussed his strategy to make the best of this scenario. He said that he prefers to invest in the “secular winners." He picked Apple

as his favorite investment option. He also expressed his preference for Akamai

. He said that Akamai (

) is linked to Apple and is going to do well. He also endorsed Atheros

as a play on WiFi.