The search giant's first-quarter results underscored the fact that even with Android's explosive growth, Google's bread and butter remains its still-fast-growing advertising business, says Morningstar's Rick Summer.
Growth is likely to keep slowing at Apple until the firm releases its next-generation iPhone, but the long-term future of the tech giant remains bright, says Morningstar's Michael Holt.
Morningstar's Brian Colello sees plenty of big, sharp TVs but no iPhone killers at the Consumer Electronics Show.
Despite a mixed bag in the tech giant's fiscal first quarter, the firm's growing earnings power makes Apple shares attractive, says Morningstar's Brian Colello.
Apple's gross margins likely will shrink over time, but the market is underestimating the long-term potential of the iPhone, says Morningstar's Brian Colello.
Some upside remains in Apple shares, but the acceleration of the iPhone and iPad businesses has sent the stock closer to fair value, says Morningstar's Mike Holt.
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.
Fidelity manager Steve Wymer makes the growth case for some well-known companies and addresses why he looks at a larger basket of stocks than the average fund.
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