By the end of last week's Consumer Electronics Show in Las Vegas, I had a budding sore throat and a bad case of tech overload.
But I don't regret the trip. My Motley Fool Rule Breakers teammate Karl Thiel and I got a glimpse of the near future. We didn't just see tablets and 3-D. We saw fear, loathing, and fast chips. We saw an all-out an Android assault. And we saw a lot of the companies we cover for Rule Breakers and Motley Fool Stock Advisor.
Four from the floor
I'll grant that picking just four companies to buy out of the hundreds in attendance at CES is a little presumptuous. So be it. When covering a mile of packed convention center space means picking an elbow fight with 100,000 other geeks, you learn to make choices. These four picks are based on what I actually saw:
4. Rosetta Stone
The Foolish bottom line
Just because I've narrowed my picks to four stocks, don't presume these are the only companies that captured my interest. Tesla's roadster looked stunning. Samsung's Android-powered gear was as good as anything we saw on the show floor. BYD showed a prototype 10-inch Windows 7 tablet. I expect to keep a close eye on these and more stocks I saw at CES in our Rule Breakers service.
Meanwhile, Google, Microsoft, NVIDIA, and Rosetta Stone are my picks for CES because they showed tech that's either already here or about to arrive. We can see the catalysts, and with each company, they appear ready to drive earnings and revenue growth. Like fruit on a vine, they're opportunities ripe for the picking.
Do you agree? Disagree? Use the comments box below to let us know what you think about last week's CES announcements, and what your stock picks would be.
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Google and Microsoft are Motley Fool Inside Value picks. Apple, NVIDIA, and Rosetta Stone are Motley Fool Stock Advisor selections. BYD Company and Google are Motley Fool Rule Breakers recommendations. Logitech is a Motley Fool Hidden Gems pick. Motley Fool Options has recommended subscribers open a diagonal call position in Microsoft. Try any of our Foolish newsletter services free for 30 days.
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He had stock and options positions in Apple and a stock position in Google at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. You can also get his insights delivered directly to your RSS reader. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool owns shares of Apple, Google, Logitech, and Microsoft and has written Apple puts. The Fool is also on Twitter as @TheMotleyFool. Its disclosure policy is so techie it hurts.