Although the Motorola sale and proposed stock split aren't the best for shareholders, the Internet giant has a very wide moat and excellent management, says StockInvestor editor Matt Coffina.
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.
Tech director Grady Burkett looks at the impact of cloud computing with StockInvestor editor Matt Coffina.
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 should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.
We crunch the numbers to see which stocks are most widely held among analyst-recommended large-cap funds.
Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.
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