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Evaluating Tactical Strategies in Client Portfolios

Thu, 23 Oct 2014

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  1. Our View on Apple's Big Bond Sale

    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.

  2. Which Tech Names Can Survive in a Device-Driven World?

    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.

  3. Not the Time to Turn Off Tech Stocks

    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.

  4. Disappointing Earnings No Reason to Shun Tech

    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.

  5. Market Too Pessimistic on Apple

    Apple's gross margins likely will shrink over time, but the market is underestimating the long-term potential of the iPhone , says Morningstar's Brian Colello.

  6. Companies Can't Be Like Berkshire When It Comes to Dividends

    Buffett has the discipline to guide capital back into his firm rather than use it for dividend payouts, but most companies are better off distributing excess cash to shareholders, says Morningstar's Josh Peters.

  7. Berkshire's Wide-Moat Days Are Numbered

    Berkshire still has deep competitive advantages, but its size will cause its moat to narrow over time, says Morningstar's Gregg Warren.

  8. What to Watch in Tech Today

    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.

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