In some cases it has taken 7 years for some technology stocks just to get out of the swamp. They are still a long way down from where they were but at least they are showing a little bit of life.
The facts are that on our model many of them are now undervalued, and some are substantially undervalued.
The Nasdaq 100 to us looks like it can outperform the S&P/TSX Composite in the next 12 months.
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