Mon, 9 Dec 2013
Demand for U.S. equity and global all-asset strategies highlights advisor interest this year.
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.
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.
Five stats from the market and the stories behind them. This week: Apple's steep 12% drop, Netflix's 2 million subscribers, and more.
High hopes for Greece, Fed action, Microsoft's new tablet, and J.C. Penney's turnaround topped the letdown list this week.
Five stats from the market and the stories behind them. This week: no magic in Dow 15,000, 10% growth for a content king, Windows 8.1, and more.
Investors should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.
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.
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