Wed, 19 Dec 2012
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Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.
Although the tech sector hasn't had the best earnings season, Apple, Microsoft, and others still have solid long-term fundamentals and are trading at attractive discounts.
Morningstar markets editor Jeremy Glaser finds encouraging signs for global consumer-electronics spending at the recent CES in Las Vegas.
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