David Garrity of GVA Research sat down with Wall Street Week’s Jeff Salkin to talk about the technology sector. In Part One of the interview, he discusses whether Apple is a buy at these levels and explains the iPhone patent lawsuit and its implications for certain Apple competitors.
In Part Two of the video (below) Mr. Garrity revisits two successful small-cap picks from his January interview, and discusses whether the investing case for those stocks remains intact. He also looks ahead to holiday shopping and offers some large cap names that are positioned to benefit. Finally, he answers the old Wall Street adage about not catching “falling knives” with one beaten-up stock that could be due to bounce.