Alpine Woods’s Sarah Hunt Says Buy the Dip on Some Technology Stocks

Apple’s big earnings show companies are mastering supply chain
Sees value in some semiconductor and chip equipment makers

Sarah Hunt, portfolio manager at Alpine Woods Capital Investors, explains why she sees opportunity in tech stocks hit by the recent selloff and suggests doing individual stock-by-stock analysis. She speaks on “Bloomberg Surveillance.”Source: Bloomberg

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By John McCorry and Tom Keene

January 31, 2022 at 2:49 PM UTC

This article is for subscribers only.

The decline in technology shares after the Federal Reserve’s hawkish pivot provides a chance for investors to pick up some bargains, said Sarah Hunt, portfolio manager at Alpine Woods Capital Investors.

“There’s a lot of opportunity in some of the tech stocks that have gotten hit,” Hunt told Bloomberg TV’s Surveillance on Monday. “You saw that rally in the Nasdaq on Friday. Part of that was Apple saying that part of their supply chains have eased. I think that gave people comfort that some of the issues they were concerned about are getting a little better.”