Morningstar markets editor Jeremy Glaser digs into Microsoft's weak quarter, Google's unwelcome surprises, and brick-and-mortar retailers' continuing battle against their cyber rivals.
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.
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.
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.
Google and Berkshire made room for new strategies, while others got some room to maneuver this week, reports Morningstar markets editor Jeremy Glaser.
This quarter's distributions to shareholders are not a flash in the pan, says Morningstar's Grady Burkett.
The Oakmark manager discusses a value case for Google, his team's three-pronged investment approach, and why capacity is not a major issue for the Oakmark Fund.
Slowing demand has pushed gold prices down during the past year, but good exposure to the commodity can be had through several growth-oriented names.
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