Thu, 20 Jul 2017
Why it's important for investors to have conviction--especially when going against the crowd.
Five stats from the market and the stories behind them. This week: Apple's steep 12% drop, Netflix's 2 million subscribers, and more.
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.
Although companies such as IBM and Apple have been increasing return to shareholders, the long -term resilience of these businesses remains uncertain, says Morningstar's Josh Peters.
Morningstar's Brian Colello sees plenty of big, sharp TVs but no iPhone killers at the Consumer Electronics Show.
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.
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.
Greed trumps fear in several pockets of the tech sector , but buying opportunities can still be found.
Investors could still benefit by taking a closer look at some firms with strong positions in mobile computing.
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.
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