Portfolio manager is upbeat on the information technology (IT) sector.
Micron has impressive earnings per share growth.
Geopolitical events are pushing oil prices skyward.
Netflix has impressive top-line and earnings-per-share growth.
Social media stocks face selling risk in the weeks ahead.
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Consumer spending will also help the economy grow 2.7% this year
Biotech stocks tend to outperform in times of economic expansion.
Improving US fundamentals should support stock prices.
Apple’s potential deal with China Mobile opens up a huge market.
The Fed will begin dialing back its QE program early next year.