Tue, 31 Dec 2013
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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.
Companies that have solid intellectual property and very strong portfolios around software will continue to drive earnings growth and are good long-term holdings, says Morningstar's Grady Burkett.
Although companies such as IBM and Apple have been increasing return to shareholders, the long-term resilience of these businesses remains uncertain, says Morningstar's Josh Peters.
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