Thu, 21 Jul 2016
There are a number of reasons why you should take presentations of outperformance with a grain of salt.
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.
How bad was bad news this week from Apple , Boeing, Bank of America, and others?
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.
This week: More fuel for Fed stimulus, Netflix shares overshoot, and McDonald's hits the value menu for long-term investors.
Facebook makes the most of mobile, focus pivots to Apple's pipeline, Chipotle may be moat-worthy, and more.
Where we see values and uncertainties after a mixed bag of earnings from several big names this week.
Morningstar's Brian Colello sees plenty of big, sharp TVs but no iPhone killers at the Consumer Electronics Show.
This quarter's distributions to shareholders are not a flash in the pan, says Morningstar's Grady Burkett.
Greed trumps fear in several pockets of the tech sector, but buying opportunities can still be found.
Our top managers continue to focus on higher-quality businesses, with dividend-paying stocks like Philip Morris International rising to the forefront during the most recent period.
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