Since the stock market bottomed in early March, stocks of all shapes and sizes have been off to the races. As a whole, blue chips have risen 35 percent using the benchmark S&P 500. You can count technology as among the best performing sectors, not only from the low but year-to-date as well.

 

Technology can be a tricky sector to invest in, since it’s difficult for any company to achieve, let alone maintain, a dominant position for any length of time. The TCI Growth Portfolio includes three exceptions, Apple Computer (AAPL), Adobe (ADBE) and Hewlett-Packard (HPQ). As a group the trio has risen an average of 55 percent from the market’s closing lows. Although they’re all likely to pull back with the market in any near-term correction, each of these companies is still quite attractive at current valuations and they offer excellent long-term profit potential.