The best buy list is based upon disruptive technology in a long-term secular growth trend, sustainability, market leadership and valuation.
FORBES: Magazine Article
He says a big secular trend is affecting the PC market, which is the things you can do with ARM.
FORBES: D9: HP CEO Apotheker Live!
In the wake of the last major sideways secular trend, U.S. stocks barreled higher in a major long-term secular bull market from 1982-2000.
FORBES: History Shows Stocks A Bumpy Moon Shot In The Long Run
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