29 Jun 2018
- Overall, we view the tech sector as modestly overvalued at a market cap weighted price/fair value of 1.02.
- Enterprise cloud computing remains the most important story in tech.
- Data security and privacy remain at the forefront of technology.
- We still see a hot M&A sector, particularly in semis and software.
Brian Colello, CPA does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.