It's been a sector with mixed results. If you have a tech fund manager who is a good stock picker, and who has proven to be good at picking out values when they're there, and also being able to see growth as it starts to happen, investors could be well off.

I do appreciate that the most important thing as a manager is to get good results.

[HOT SECTORS. As a stock-picker, he likes Japanese banks, brokerages, and insurance companies.] Financials are a good way for investors to participate in a restructured and reflated Japan, ... There's a lot of potential for growth here. Japanese consumers are one of the most underserved communities of wealthy people on the planet.

The results are fine but we believe there are better investments elsewhere in the sector, not least given the stock overhang.

We have looked at literally hundreds of investing styles and systems over the years. The Stock Picker RT has consistently picked winners since the initial launch and continues to be one of the most recommended programs that we offer.

We would characterize today's rally in the tech sector as an oversold bounce.