The following video is part of our "Talking Stocks" series, in which Motley Fool analyst Austin Smith and our chief technology officer break down each other's portfolios.
In today's edition, Jeremy gives Austin an honest opinion on three of his top holdings. Jeremy is pretty bullish on those two picks that are largely tied to the tech boom, but he's hugely skeptical of Austin's pick in heavily shorted SUPERVALU (NYS: SVU) , and with good reason. SUPERVALU is heavily indebted and still suffers from declining same-store sales.
No surprise then that, as our chief technology officer, the real winners Jeremy sees are in the tech sphere.
You can read about one company that's set to profit from the mobile revolution by clicking here. Enjoy, and Fool on!
At the time thisarticle was published Austin Smith owns shares of eBay, SUPERVALU, and Corning. Jeremy Phillips owns no shares of the companies mentioned here. We Fools may not all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. Try any of our Foolish newsletter servicesfree for 30 days. The Motley Fool owns shares of SUPERVALU and Apple.Motley Fool newsletter serviceshave recommended buying shares of eBay, Apple, and Corning.Motley Fool newsletter serviceshave recommended creating a bull call spread position in Apple.Motley Fool newsletter serviceshave recommended writing puts on eBay.Motley Fool newsletter serviceshave recommended buying calls on SUPERVALU. The Motley Fool has adisclosure policy.
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