Wed, 19 Nov 2014
Third Quarter Hiccup
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.
Apple had a solid holiday, but disappointing guidance underscores the challenges in its quest to expand its user base, says Morningstar's Brian Colello.
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.
Five stats from the market and the stories behind them. This week: Samsung enters a new Galaxy, Yum serves improved China sales, inflows continue into bonds, and more.
New hit products could provide some upside for Apple but aren't needed to support the current valuation, says Morningstar's Brian Colello.
Five stats from the market and the stories behind them. This week: More trouble for China , Facebook gets mobilized, Boeing still going, and more.
Strong iPhone sales in China and other emerging markets boosted the tech giant even as iPad sales disappointed and the company struggled to meet demand for the Apple Watch, says Morningstar's Brian Colello.
The tech giant is lacking a high-impact product that would bring its shares back to the peak prices of 2012, says Marsico Capital CEO Tom Marsico.
Some posters view pessimism as a contrarian indicator, while others are taking a muted approach to investing in emerging markets .
New product pipeline buzz and management’s bullishness on holiday revenue growth overshadow modestly disappointing third-quarter revenue, says Morningstar’s Brian Colello.
We chatted with GMO's Ben Inker about where the markets are offering the best rewards and the biggest risks.
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