Ryan Jacob of the Jacob Internet Fund (JAMFX) continues to tout tech names, hoping for a recovery in that sector to boost his fund's returns.
His fund is down more than 20 percent this year as some of his earlier picks, such as Shutterfly and Yahoo, hurt results.
But Jacob tells MarketWatch he still likes leading game maker Take-Two, as well as Google (a name he was cutting back on earlier this year) and Apple for their still underpenetrated market shares.
Here's the video:
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