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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.

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Jeremy Glaser: For Morningstar, I am Jeremy Glaser. I am here today with Grady Burkett; he is our tech strategist. We're going to talk about the upcoming earnings season and what he expects from the big tech companies. Grady, thanks for joining me.

Grady Burkett: Thanks for having me, Jeremy.

Jeremy Glaser has a position in the following securities mentioned above: MSFT. Find out about Morningstar’s editorial policies.