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Quarter-End Insights

5 Tech Picks in a Pricey Sector

As valuations have run up in tech, we're staying focused on economic moats.

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  • Strategic M&A activity persists across telecom, but regulators may seek to alter the competitive landscape
  • Semiconductors have had an excellent run, but tailwinds could turn quickly
  • Economic moats trump technical innovation in the slow-moving cloud operating system industry

 

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Peter Wahlstrom has a position in the following securities mentioned above: AAPL, INTC, MSFT, CSCO. Find out about Morningstar’s editorial policies.