Hermes' Lode: Five tech stocks to avoid the hubris premium
Geir Lode
Geir Lode, head of global equities at Hermes and manager of the Hermes Global Equity fund, has identified five technology stocks that may not necessarily be 'empire-building' but still offer sustainable returns for shareholders.
There has been a real divergence in the tech sector between the consumer-facing innovators and the hard component stocks. While tech stars such as Amazon and Facebook steal the headlines, we are finding...
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