Whats the best way to cure a recessionary malaise?
We like Green Mountain Coffee Roasters ( GMCR – news – people )–the maker of Green Mountain, Timothy’s and Tully’s coffee and the single-cup coffee-brewing system Keurig–and OpenTable ( OPEN – news – people ), which, through its Web site and iPhone app, lets diners find and book restaurant reservations in real time. Two apparel retailers we find appealing are jeans and sportswear maker True Religion Apparel ( TRLG – news – people )and Rue21 ( RUE – news – people ), which sells fashion apparel and accessories. A global stock recommendation: QKL Stores ( QKLS – news – people ), which operates supermarkets in China. Technology’s lost decade is over. According to Gartner Group, global semiconductor industry capital spending declined 32% in 2008 to $31 billion and further declined an estimated 43% in 2009. Capital investments can be put off for a period of time, but eventually technology companies have to keep up. We expect that 2010 will be better for tech stocks. Even after a strong yea
