The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics relating to their 10-Bagger portfolio.
The IPO market for technology stocks appears to be back in full swing. The introduction of Kayak Software and Palo Alto Networks last week puts the Facebook debacle in the past. Kayak Software provides online travel search, helping customers find deals like Expedia. Palo Alto provides network security software, competing with other young companies like Sourcefire. John and David are intrigued by both companies, but they are particularly interested in Kayak.
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John Reeves and David Meier have no positions in the stocks mentioned above. The Motley Fool owns shares of Facebook. Motley Fool newsletter services recommend Sourcefire. Try any of our Foolish newsletter services free for 30 days. 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 has a disclosure policy.