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.
Morningstar markets editor Jeremy Glaser sizes up the progress and potential roadblocks of the Window 8 launch, Bernanke's housing stimulus efforts, Buffett's succession plans, and more.
Morningstar's Grady Burkett highlights the new dynamics in an increasingly mobile-driven sector, the effect of Europe woes on key players, the hallmarks of durability among social media names, and more.
Morningstar's Sunit Gogia thinks the software as a service provider has a bright future but that investors are underestimating challenges facing the firm.
Software Sector Over the next five years, we expect the complexity of technology architecture and the increasing ubiquity of data transmission to drive demand for software that simplifies structures, makes data ever more accessible, and protects corporate networks. We also expect continued ...
Vitaliy N. Katsenelson, CFA, is a portfolio manager/director of research at Investment Management Associates in Denver, Colo. He is the author of “Active Value Investing: Making Money in Range-Bound Markets” (Wiley 2007). To receive Vitaliy’s future articles by email send a blank email to ...
Good day everyone, and welcome to today's Oracle Corporation Quarterly Conference Call. Today's conference is being recorded. At this time, I'd like to introduce Ken Bond, Vice President of Investor Relations for Oracle. Please go ahead sir.