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.
Tablet makers have yet to find a way to compete with the iPad, but a new breed of thin laptops dubbed Ultrabooks introduced at the Consumer Electronics Show could reignite excitement, and sales, in the notebook space.
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 ...