Wall Street's fund manager like these 4 tech stocks

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Fund manager picks four tech stocks to benefit from disruption "What's happened is that any industry with a crowd is really uninvestable. So cruise lines, airlines, hotels, casinos, theme parks, commercial real estate — none of them are investable. And then, all those industries use a lot of energy. So that means the energy complex is shot, as well as half of the industrial complex because that's mostly related to energy. And, all of those industries have tons of debt. So that makes it tough for the financial sector to really get going as well because there's too much debt out there," he says. Read full story...

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