In the world of information technology, two megatrends are in their infancy — migration to cloud computing and virtualization.
Cloud computing entails providing software as a service.
Virtualization means the creation of virtual machines that mimic real computers.
Cloud computing and virtualization stocks are very expensive, face stiff competition and are subject to rapid technological changes. This poses a challenge for investors focused on risk adjusted returns.
Red Hat RHT is a hidden gem. The company provides open-source infrastructure software to the enterprises migrating to the two megatrends. Red Hat is the equivalent of a seller of picks and pans to the miners during the California gold rush.… Please click here or the title below to read more.