I've been critical of Business 2.0 and its penchant for lists, so it's only fair that I give them some credit for their most recent list:
What I like most about this list is the breadth of focus. There are large- and small-caps (and everything in between). There are companies growing organically and those using acquisitions to fuel growth. Medical technologies are well represented, as are aerospace, defense and industrial. There are current darlings of the Street, and stocks that have seen better days.
Although I spend most of my time on this blog discussing software matters, as an investor my focus spans a much wider universe. This list of 100 companies is, probably, the most representative depiction of my areas of interest and focus I've ever seen in a widely read publication.
Hats off to Business 2.0 for understanding that "tech" doesn't have to imply IT-centric, and also for recognizing that growth can be defined in many different ways.
business2.0investmentsgrowthinnovationwoodrowenterprise irregulars
Note: This is not arecommendation to buy or sell any security, but is merely a personal analysis to fosterdiscussion for informational purposes only. At the time of thiswriting, I and/or funds I maintain discretionary control may have maintained long equity positions in some (or all) of the securities mentioned. Wealso may, at times, carry derivative options on underlying positions asa hedge.
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