Grady Burkett

We think long-term-oriented investors seeking dividend yield with income growth potential should consider buying into market price 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.

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.

With the tech and telecom sectors becoming more fully valued, it's time for investors to be selective.

Investment opportunities exist in unloved areas.

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 delivered solid fiscal first-quarter results and sound guidance, particularly given the tepid demand environment, says Morningstar's Grady Burkett.

We strongly favor high-quality names in the current environment.

We strongly favor high-quality names in the current environment.

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.

Customer switching costs will keep rivals at bay.

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.

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.

High-quality large caps offer the most compelling valuations.

As firms seek to better position themselves for growth and utilize excess cash, look for competition to intensify.

Japan's crisis introduces near-term uncertainty.

The market's selling 20 great businesses cheap. Care to go shopping?

Some of these picks should see great long-run growth--others are too cheap to ignore.

Some of these picks should see great long-run growth--others are too cheap to ignore.

These solid firms in tech have gone on sale.

Disks or chips? Or neither.

We see opportunities in the contract manufacturers.