The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.
Technology companies and analysts have been reporting bad news of late. Investors should therefore take great care in avoiding value traps. For example, analysts expect PC sales to decline. So John and David think it's best to steer clear of PC stocks like Dell and Hewlett-Packard. These businesses will continue to struggle as computing shifts to mobile. On the other hand, investors may want to take a closer look at Qualcomm, Apple, and Fusion-io. There are attractive tech opportunities out there right now, but investors will need to be able to separate the wheat from the chaff.
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