Seeking companies with competitive advantages and attractive valuations has led to smart investing.
Hewlett-Packard is setting and meeting targets under CEO Meg Whitman, but there is clearly a long road ahead for the firm, says Morningstar's Michael Holt.
Despite the drop in iPhone shipments, there is no evidence to suggest that Apple's fundamental ability to attract new customers is fading, says Morningstar's Michael Holt.
Despite the positive steps taken this quarter, Nokia faces a long and challenging transition that will test investor patience, says Morningstar's Michael Holt.
And we think it will stay at the forefront of innovation.
Our confidence in the firm's turnaround effort continues to build as management implements a systematic and methodical approach to dealing with the issues HP has struggled with recently.
Despite the firm's increased focus on enterprise solutions, weak PC sales and overseas demand hampered overall results and will continue to do so, says Morningstar's Michael Holt.
There is no evidence to suggest that we have reached the inflection point in Apple's ascent yet, says Morningstar's Michael Holt.
Despite a shakeup in the executive suite and the pending release of BlackBerry 10 devices, Research in Motion is still leaving many questions unanswered, says Morningstar's Mike Holt.
Apple's dividend and share repurchase program is a positive, but it doesn't move the needle on our fair value estimate.
The firm cemented its competitive and technological leads with the new iPad, says Morningstar's Michael Holt.
HP's management team is seeking to rebuild the core businesses, but the turnaround will be slow and painful, says Morningstar's Michael Holt.
The competitive threat from Android has a long way to go before it can disrupt Apple's momentum.
A change in the BlackBerry maker's management team was warranted and is incrementally positive, but it does little to address the challenges facing the firm.
Software is the key to this hardware firm's success.
HP faces diverse headwinds, creating an uphill climb to re-establish operational improvements, but investors finally have reason to be optimistic.
It would be a mistake for investors to view the sequential decline in iPhone sales as an inflection point for Apple's success.
As investors, we ask, "How do you replace Steve Jobs?" The answer is simple: you don't.
Despite the potential benefits of the PC spin-off and Autonomy purchase, Hewlett-Packard's narrowed forecasts are wearing on investors.
Weak consumer spending, supply-chain issues, and lower end-market printer demand are taking their toll on Hewlett-Packard.
Several high-quality technology giants are currently available at attractive valuations.
For long-term investors, we think HP represents a solid buying opportunity.
We're removing Sony's moat due to further deterioration of the brand and weakness in gaming, music, and movies.
Understanding data storage technology helps investors identify winners and losers.