Top 10 investment trends to watch in 2011

7. Higher capital spending boosts high-tech

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    This Sept. 22, 2010 photo shows the Intel Corp. booth at a conference in San Francisco. Intel, the big chipmaker, may benefit from the new tax deal, which allows companies to expense an entire capital investment in 2011.
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Under the Obama-GOP tax agreement, companies will have the ability to expense 100 percent of a capital investment in 2011. This change could have positive ramifications, particularly for technology stocks, says Dickson.

A flood of investment dollars may benefit telecom companies, data-networking firms, and data-security outfits, he adds. If this happens, he can envision the investment push “backing into the semiconductor stocks,” since many of the devices companies will purchase will have some computer components.

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