Jason,

I am not a "recruiter" but former high yield analyst and research director at a large buy-side firm. The other two things I would add are the following: do your own primary research and find something that not everyone else is looking at; go to a store and speak with the salespeople, experiment with the technology, think about how demographics impact your thesis. The other thing is to not let fear paralyze you. Interestingly, you are never going to be right 100% of the time; 60 % is pretty darn good. Young people coming out of school are used to getting the A, etc. . Be passionate about your decision, back it up with well researched data, but make a decision!

Carol