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.
This quarter's distributions to shareholders are not a flash in the pan, says 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.
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.
Five stats from the market and the stories behind them. This week: Apple's steep 12% drop, Netflix's 2 million subscribers, and more.
Morningstar's Brian Colello sees plenty of big, sharp TVs but no iPhone killers at the Consumer Electronics Show.
High hopes for Greece, Fed action, Microsoft's new tablet, and J.C. Penney's turnaround topped the letdown list this week.
With the tech and telecom sectors becoming more fully valued, it's time for investors to be selective.
Investors should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.
©2012 Morningstar Advisor. All right reserved.