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.
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.
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.
This quarter's distributions to shareholders are not a flash in the pan, 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.
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.
Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.
High hopes for Greece, Fed action, Microsoft's new tablet, and J.C. Penney's turnaround topped the letdown list this week.
We saw a higher level of trading by our top managers in the most recent period.
With the tech and telecom sectors becoming more fully valued, it's time for investors to be selective.
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