Daily Market Blog: The nerds of NASDAQ. This time it actually is different.


"Of the top ten, there are only three that are still in the red, one that barely breaks even, one company that did not exist and was therefore not listed, one other company that was not listed. It might be difficult for many to stomach, this time and at this juncture with newer technology that is really profitable (whisper - they even pay dividends) it really is different."

To market, to market to buy a fat pig. The big story last evening was the nerds of NASDAQ hitting a 15 year high. 15 years ago there was no Facebook. 15 years ago Google was in its infancy and not even there to invest in. Tencent, Alibaba, forget it! LinkedIn and Twitter, no ways. 15 years ago it was Microsoft, Intel and Cisco, Oracle, heck Nortel had a market cap of one quarter of a billion Dollars, it is now bankrupt. Lucent imploded. AOL was huge, remember that little line in which they told you that you have mail? I can see that you are getting all starry eyed thinking of your Pentium 386, your dial up modem noises and Netscape 4.1 browser.


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Stocks which we currently recommend

Amazon.com is the world's leading online retailer.

Apple is global leader in tablet and smartphone technology.

Aspen is a rising global star in generic pharmaceuticals.

BHP Billiton is the world's largest industrial commodity mining company.

Bidvest is a diversified services company, which may re-organise its portfolio.

Cerner provides IT solutions in the healthcare industry.

City Lodge is a growing mid-priced hotel group in urban areas of SA.

Discovery is a healthcare services administrator and life insurer.

Facebook is a dominant social media platform provider.

Famous Brands is SA's largest quick-service restaurant group.

General Electric is a diversified investment holding company.

Google is the world's biggest search engine and online advertising platform.

Johnson & Johnson is the largest consumer healthcare and pharma company.

L'Oreal is a world leader in the manufacturing and sale of beauty products.

Luxottica is the world's largest branded sunglass maker and retailer.

MTN Group is an emerging markets mobile telecoms giant.

Massmart is a big-box discount retailer in Africa, now 51% owned by Wal-Mart.

Mediclinic owns hospitals in SA, the UAE and Switzerland.

Naspers is an in emerging markets company focussed on digital TV & Internet.

Nike is a global designer and retailer of sporting equipment.

Omnia is a fertiliser and explosives producer.

Richemont is a luxury brands company expanding in Asia.

Sasol is a global player in chemicals and fuels technology.

Starbucks is a roaster, marketer and retailer of coffee.

Stryker makes hip and knee joint replacements and hospital beds.

Tiger Brands is a basic and branded food producer, expanding through Africa.

Visa is a global payments technology company.

Woolworths is SA's leading organic food retailer & clothing business.

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