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Tech, Telecom, and Media: Long-Term Opportunities Amid Software's Storm

The tech sector looks modestly undervalued overall, but we'd be selective across investment ideas.

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  • The tech sector looks modestly undervalued to us at a price/fair value estimate ratio of 0.92, but we’d be selective across investment ideas.
  • We see long-term opportunities as we sift through software's storm
  • We still see the programmatic advertising wave surging.
  • Even with the evolution of the television bundle, there's still plenty of profit in couch potatoes for wide-moat media firms.
  • Telecom merger rumors continue to swirl in Europe, but don't get excited.

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Brian Colello does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.