The bull market rally that started in Mar 2009 is now the third longest in U.S. history. What’s more, consider the April jobs report, which stated that the economy recovered from sluggish job growth in March to add 200,000 jobs in April and resulted in an unemployment rate of 5.4%, the lowest since 2008, and you will have reasons enough to party.

And among the celebrations, the Silicon Valley tech cup seems to be overflowing! Job growth is humming; innovation is all around and so is positivity– just like how it was in 1999, before the tech bubble burst.

Will there be another tech bubble burst? We don’t think so. This time the companies have been around for a longer time and have been recording more profits than they did back then. Investors and analysts seemed to have learned their lessons and they are not blindly investing in any tech company.

You want proof? The SV 150 (which is the San Jose Mercury News’ ranking of the biggest companies in Silicon Valley based on revenues), confirms that the region has been nothing short of a cash machine. In the 29 years of SV 150’s existence, 2014 was the most profitable year — it saw a 23.8% increase in overall profits, 11.7% growth in sales, and a 7.1% increase in job growth.

So as consumer spending continues to be stimulated by a strong jobs market, lower interest rates, a stronger U.S. dollar and cheaper fuel, the bull market may have more room to run in 2015 (in fact, Bill Greiner, chief investment officer for Mariner Holdings, is of the opinion that the bull market will run for another 6 years!). We also expect the tech stocks to be a major driver of this bull market.

In spite of all the encouraging news, there are a few tech stocks which seem to be struggling amid this rising tech tide. Take Yahoo! Inc, for instance.

The last quarter was disappointing for Yahoo’s core business, although key elements of management focus (mobile, video, native and social) continued to look up. Numbers provided by management indicate that this business still has some way to go before it can replace the traditional display business that was built around premium placements on desktops.

Also, Its EPS is expected to grow at a rate of 5.20% over the long term, way below the industry growth rate of 18.60%. This is not all. To add insult to injury, Yahoo has seen dismal activity on the earnings estimate revision front as well. Over the past 30 days, estimates for the current year have inched down 38.5% to $0.24 a share, while for the next year it has worsen 26.8% to $0.30 a share.

The 3 Picks

With the help of our new style score system, we have identified three stocks with excellent growth potential which will make your portfolio rejoice! These stocks have a favorable Zacks Rank as well, unlike, Yahoo which has a Zacks rank# 3 (Hold) carries a Growth Style Score of ‘F.’

Our Growth Style Score condenses all the essential metrics from the company’s financial statements to achieve a true sense of quality and sustainability of its growth. Our research shows that stocks with Growth Style Scores of ‘A’ or ‘B’ when combined with Zacks Rank #1 (Strong Buy) or #2 (Buy) offer the best investment opportunities in the growth investing space.

Skyworks Solutions Inc (NASDAQ:SWKS)

Headquartered in Woburn, MA, Skyworks Solutions, Inc. is the industry’s leading wireless semiconductor company focused on radio frequency (RF) and complete semiconductor system solutions for mobile communications applications.

This Zacks Rank #2 stock flaunts a Growth Style Score of ‘B’. Its EPS is expected to grow at a rate of 20.03% over the long term, ahead of the industry growth rate of 18.70%.

Skyworks has seen solid activity on the earnings estimate revision front as well. Over the past 30 days, estimates for the current year have moved up 3.1% to $4.69 a share, while for the next year it has improved 5.8% to $5.49 a share.

To top it all, the company belongs to the SEMI-RADIO FREQ industry, which presently lies in the top 1% of our 260 plus industries, indicating that the industry has improving earnings prospects and is in favor with the investors.

ARM Holdings plc (ADR) (NASDAQ:ARMH)

Headquartered in Cambridge, United Kingdom, ARM designs high performance, low-cost, power-efficient RISC microprocessors and related technology and software, and sells development systems to enhance the performance, cost-effectiveness and power-efficiency of an extensive range of embedded applications.

This Zacks Rank #2 stock flaunts a Growth Style Score of ‘A.’ Its EPS is expected to grow at a rate of 20.56% over the long term, ahead of the industry growth rate of 18.00%.

ARM has seen solid activity on the earnings estimate revision front as well. Over the past 30 days, estimates for the current year have increased 5.8% to $1.26 a share, while for the next year it has improved 4.1% to $1.54 a share.

Cascade Microtech, Inc. (NASDAQ:CSCD)

Headquartered in Beaverton, OR, Cascade Microtech designs, develops and manufactures advanced wafer probing solutions for electrical measurement and test of integrated circuits, or ICs.

This Zacks Rank #2 stock flaunts a Growth Style Score of ‘B’. Its EPS is expected to grow at a rate of 20.00% over the long term, ahead of the industry growth rate of 17.90%.

Cascade has seen solid activity on the earnings estimate revision front as well. Over the past 30 days, estimates for the current year have risen 11.8% to 76 cents a share, while for the next year it has increased 7.1% to 90 cents a share.

It is the right time to revel in the bull market, as long as you know whom to invite as your guests (read: stocks). Looking beyond the well-known names and scouting industries that might seem too attractive while employing the Zacks’ style score system can help one find just the right stocks.