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Don Douglas Reviews His 2014 Tech Picks and Themes


A tech expert reviews his 2014 picks, and issues his outlook for 2015.

Time to take a look back at the 014 Forecast and Predictions and see how they turned out. Overall 2014 had a number of hits along with some disappointments.

Let's start with a review of the companies I selected as names to watch along with performance data:

I thought one or more of these names could get taken over.

However, even in the absence of deal activity, the stock I selected did fairly well, led by Fortinet (FTNT), which rocketed up 59%.

Overall, we had four winners and two losers, with an average overall return of 21.5% -- pretty good relative to the NASDAQ's 13.4% gain.

Let's explore some themes I think I got right:

-Amazon (AMZN) is finally getting enough criticism to drive customers' and analysts' concern around a number of their strategies.

-Avoiding social media stocks worked. Even though Facebook (FB) had an amazing year, it was offset by weakness in Twitter (TWTR), Yelp (YELP), and LinkedIn (LNKD).

-Microsoft (MSFT) was a tough call as it is still struggling with handset sales but it may found a winner with the Surface.

-Internet of Things was growing public interest and a large number of new devices being introduced. A number of vendors are jumping in to figure out how to pull all of this data together and make it more useful.

-Google (GOOG) Glass received a lukewarm reception. The lack of a killer app and high price were just a couple of reasons why the concept did not work.

-Outsourcers and Integrators are losing momentum as a wide range of businesses were either bought, merged ,or closed up shop in 2014. Many researchers are hot on this trend now.

I didn't get everything right, so let's look at the lowlight's from last year's piece:

-The digital wallet, while getting some traction, still isn't widely accepted enough to ditch credit cards. Maybe interest picks up in 2015, aided by Apple (AAPL) Pay.

-Apple did not ship a TV or a wearable though a Watch was announced for 2015.

-3D Printing-related crimes and legal issues were not major issues in 2014

Now, let's look forward to what 2015 holds in store for us.
No positions in stocks mentioned.
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