Although the tech sector hasn't had the best earnings season, Apple, Microsoft, and others still have solid long-term fundamentals and are trading at attractive discounts.
This quarter's distributions to shareholders are not a flash in the pan, says Morningstar's Grady Burkett.
Morningstar's Brian Colello sees plenty of big, sharp TVs but no iPhone killers at the Consumer Electronics Show.
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.
Apple's record-making bond issuance was met with tremendous demand this week, but it's not our favorite large-cap tech bond idea today.
Although Jobs is irreplaceable, Apple has built an ecosystem that will continue to be successful years into the future, says Morningstar's Michael Holt.
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.
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.
Investors should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.
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