Every time, I am searching for the best investment
opportunities at the market. The year goes by and I have to consider ideas for the
next year. Today, I like to focus on technology, a field that is very underweighted
in my private portfolio. I am looking for growth stocks with cheap price ratios
and high-quality margins. That’s why I screened the technology sector by stocks
with a forward P/E ratio of less than 15, a sales growth over the
past five years of more than 10 percent as well as an operating margin above 10
percent. In order to exclude low capitalized stocks, the market capitalization should
be over USD 10 billion.
Exactly thirteen stocks fulfilled these criteria
of which nine technology stocks pay dividends – Eight have a buy or better recommendation.