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Michael Kantrowitz: Tech is not the only place to find stocks with strong fundamentals
CNBC Televisionยท2025-08-13 17:58

the Mega Cap winners, but are outside the sector. Joining me now is Michael Kantrowitz, chief investment strategist at Piper Sandler. Michael, welcome.Give me your best ideas. Good afternoon. Yeah.>> Good afternoon. Yeah. >> So the tech sector is obviously done great.But very few investment managers can only own the tech sector, even if it is the best performing area. So we've been focused on really the last couple of years as tech has been leading, trying to highlight stocks outside of the tech sector or i ...