StockInvestor editor Matt Coffina tracks the trends and valuations in the durable goods, discretionary, and tech sectors, as well as the impact of higher rates.
Morningstar's Rick Summer sees Facebook and Google dominating the Internet advertising market as Facebook finds better ways to monetize its massive user base.
Recent tech IPOs have had great first days, but performance has lagged since then, says Morningstar's James Krapfel.
It will be a volatile ride, but Facebook's strong competitive advantages and growth opportunities could be the recipe for a hefty valuation, says Morningstar's Rick Summer.
StockInvestor editor Matt Coffina examines whether Facebook is a hold or a sell at the current valuation.
Investors could still benefit by taking a closer look at some firms with strong positions in mobile computing.
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