For intrepid investors, the technology sector holds untapped sources of value.
With the tech and telecom sectors becoming more fully valued, it's time for investors to be selective.
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Cyclical and economic concerns have hampered the tech sector but are also creating potential buying opportunities in large- and mid-cap names, according to Morningstar's Grady Burkett.
Our top managers continue to put money into wide-moat firms.
High-quality large caps offer the most compelling valuations.