Cisco Sell-Off Offers Buying Opportunity
We think long-term-oriented investors seeking dividend yield with income growth potential should consider buying into market price weakness.
Grady Burkett
Grady Burkett, CFA, is a director covering enterprise technology firms. Prior to joining Morningstar in 2007, he was an investment research analyst for an independent investment advisory firm. Burkett holds both a bachelor's and master's degree in mathematics from Wright State University. Burkett has been a CFA charterholder since 2010.
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No Way to Sugarcoat IBM's Weakness
Our long-run view of the tech giant is still intact despite disappointing third-quarter results, but a number of headwinds are impeding IBM's growth, says Morningstar's Grady Burkett.
Which Stocks Are Plugged Into Global PC Trends?
Although the global PC forecast is bleak, firms servicing mobile devices and those with existing enterprise businesses are better-positioned for the long run, say Morningstar's Matt Coffina and Grady Burkett.
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.
Tech Firms Look for Ways to Use All That Cash
This quarter's distributions to shareholders are not a flash in the pan, says Morningstar's Grady Burkett.
Not Changing Long-Term Outlook for IBM...Yet
Despite IBM's very weak 1Q results, Morningstar's Grady Burkett is closely watching for any further worsening before adjusting his long-term forecast for the tech firm, though is making 2013 changes.
Cloud May Have Silver Lining for Investors
Tech director Grady Burkett looks at the impact of cloud computing with StockInvestor editor Matt Coffina.
Our Outlook for Tech & Communication Services Stocks
With the tech and telecom sectors becoming more fully valued, it's time for investors to be selective.
Not the Time to Turn Off Tech Stocks
Although the tech sector hasn't had the best earnings season, Apple, Microsoft, and others still have solid long-term fundamentals and are trading at attractive discounts.
Our Outlook for Tech and Communication Services Stocks
Investment opportunities exist in unloved areas.
Hewlett-Packard Limps Through the Fourth Quarter
HP should rid itself of its labor-intensive services businesses in order to increase its focus on enterprise hardware and software, says Morningstar's Grady Burkett.
Cisco Executes Well in 1Q
Cisco delivered solid fiscal first-quarter results and sound guidance, particularly given the tepid demand environment, says Morningstar's Grady Burkett.
Disappointing Earnings No Reason to Shun Tech
Cyclical and economic concerns have hampered the tech sector but are also creating potential buying opportunities in large- and mid-cap names, according to Morningstar's Grady Burkett.
Our Outlook for Tech and Communication Services Stocks
We strongly favor high-quality names in the current environment.
What to Watch in Tech Today
Morningstar's Grady Burkett highlights the new dynamics in an increasingly mobile-driven sector, the effect of Europe woes on key players, the hallmarks of durability among social media names, and more.
Our Outlook for Tech & Communication Services Stocks
We strongly favor high-quality names in the current environment.
Cisco Takes 3 Steps Forward, 1 Step Back
The networking-equipment giant's near-term outlook is a moderate setback from improving results, but Cisco's overall health is fine, according to Morningstar's Grady Burkett.
F5 Is Widening Its Competitive Advantage
Customer switching costs will keep rivals at bay.
Our Outlook for Tech & Communication Services Stocks
The technology and telecom landscapes continue to be shaped by a few key mega-trends, while business quality and valuation still trump other investment considerations.
Cisco Executes Well in 1Q; Stock Still Cheap
Given Cisco's balance sheet strength, improved execution, still-solid competitive position and attractive valuation, we continue to find the shares compelling at their current market price.
Our Outlook for Technology Stocks
High-quality large caps offer the most compelling valuations.
M&A Will Continue in Tech and Telecom
As firms seek to better position themselves for growth and utilize excess cash, look for competition to intensify.
Our Outlook for Tech Stocks
Japan's crisis introduces near-term uncertainty.
20 Cheap Stocks, 20 Great Businesses
The market's selling 20 great businesses cheap. Care to go shopping?
These Networking Firms Offer Growth and Value
Some of these picks should see great long-run growth--others are too cheap to ignore.
These Networking Firms Offer Growth and Value
Some of these picks should see great long-run growth--others are too cheap to ignore.
Two Tech Stocks Trading at a Rare Value
These solid firms in tech have gone on sale.
Our Outlook for the Hardware Sector
Disks or chips? Or neither.
Our Outlook for the Hardware Sector
We see opportunities in the contract manufacturers.