Netflix's margins may be thin and its valuation may be high, but it remains the king of streaming video with first mover advantage, says Michael Robinson, Chief Technology Strategist at Money Map Press. Similarly, Amazon, a major play on the cloud, also has tight margins yet Robinson says its profits will improve in coming years. Robinson is also a fan of Apple which actually has fat margins, as well as vast revenue potential from its China mobile deal.

Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.

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