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.
It's all aboard for CSX, among others, in the index's quarterly rebalancing.
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.
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.
Investors could still benefit by taking a closer look at some firms with strong positions in mobile computing.
Investors should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.
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